Berman Capital Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 619 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is 2.09 and the average weighting 0.7%.

Quarter-by-quarter ownership
Berman Capital Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$42,000
-2.3%
2520.0%0.01%0.0%
Q2 2021$43,000
+4.9%
2520.0%0.01%
-22.2%
Q1 2021$41,000
+17.1%
2520.0%0.01%
+12.5%
Q4 2020$35,000
-65.3%
252
-77.9%
0.01%
-75.8%
Q1 2020$101,000
-93.3%
1,142
-89.7%
0.03%
-92.4%
Q4 2019$1,513,000
+6.9%
11,044
+0.4%
0.44%
-1.1%
Q3 2019$1,416,000
-5.1%
10,996
-3.8%
0.44%
-7.2%
Q2 2019$1,492,000
-13.8%
11,434
-15.0%
0.48%
-18.0%
Q1 2019$1,731,000
+6.5%
13,453
-5.7%
0.58%
-9.2%
Q4 2018$1,626,000
-17.3%
14,259
+1.1%
0.64%
-22.9%
Q3 2018$1,966,000
-8.1%
14,110
-10.4%
0.83%
+11.3%
Q2 2018$2,139,000
+16.3%
15,756
+10.9%
0.74%
+6.1%
Q1 2018$1,839,000
-5.6%
14,209
-3.1%
0.70%
+8.7%
Q4 2017$1,948,00014,6700.64%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2018
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,143,976$171,390,00019.06%
Mokosak Advisory Group, LLC 237,660$35,605,00017.00%
University of Maryland Foundation, Inc. 91,176$13,660,00011.30%
TrueWealth Financial Partners 67,405$10,099,00010.59%
BHK Investment Advisors, LLC 137,011$20,527,0009.23%
Jacobsen Capital Management 113,382$16,987,0009.04%
Bishop & Co Investment Management, LLC 120,805$18,099,0009.02%
Family CFO Inc 51,815$7,762,913,0008.48%
TOTAL INVESTMENT MANAGEMENT INC 308,380$46,202,0008.38%
Center for Financial Planning, Inc. 217,616$32,603,0008.28%
View complete list of VANGUARD INDEX FDS shareholders