Fieldpoint Private Securities, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.

Quarter-by-quarter ownership
Fieldpoint Private Securities, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$323,000
-57.9%
2,156
-50.6%
0.09%
-40.5%
Q1 2022$768,000
-49.3%
4,366
-48.5%
0.16%
-46.8%
Q4 2021$1,515,000
+27.7%
8,470
+20.8%
0.30%
+12.9%
Q3 2021$1,186,000
+2.1%
7,010
+4.5%
0.26%
+3.5%
Q2 2021$1,162,000
-28.1%
6,708
-31.3%
0.25%
-32.6%
Q1 2021$1,616,000
+33.0%
9,759
+14.2%
0.38%
+36.6%
Q4 2020$1,215,000
+225.7%
8,542
+153.2%
0.28%
+150.9%
Q3 2020$373,000
-5.1%
3,374
-8.3%
0.11%
-17.3%
Q2 2020$393,0003,6780.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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