Hefty Wealth Partners - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 588 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.7%.

Quarter-by-quarter ownership
Hefty Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2018$65,000
-22.6%
504
-20.0%
0.04%
-19.2%
Q4 2017$84,000
+44.8%
630
+38.8%
0.05%
+36.8%
Q3 2017$58,000
-6.5%
454
-10.8%
0.04%
-9.5%
Q2 2017$62,000
-3.1%
509
-2.5%
0.04%
-10.6%
Q1 2017$64,000
-68.9%
522
-69.4%
0.05%
-72.8%
Q4 2016$206,000
+5.1%
1,708
-3.7%
0.17%
+16.1%
Q3 2016$196,000
-83.0%
1,774
-83.8%
0.15%
-84.3%
Q2 2016$1,150,000
+4.2%
10,929
+0.8%
0.95%
-8.1%
Q1 2016$1,104,000
-56.8%
10,843
-58.1%
1.03%
-57.6%
Q4 2015$2,558,00025,9032.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2018
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,428,976$255,570,00024.79%
Mokosak Advisory Group, LLC 248,745$44,482,00017.06%
TrueWealth Financial Partners 63,776$11,406,00011.15%
Titan Capital Management, LLC /TX 59,009$10,554,0009.44%
Bishop & Co Investment Management, LLC 125,118$22,377,0009.25%
BHK Investment Advisors, LLC 128,961$23,065,0009.10%
Family CFO Inc 51,187$9,155,0008.84%
Center for Financial Planning, Inc. 230,096$41,153,0008.43%
ASPIRIANT, LLC 856,412$153,157,0008.19%
Merriman Wealth Management, LLC 1,150,291$202,529,0007.99%
View complete list of VANGUARD INDEX FDS shareholders