Altium Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 578 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 0.35 and the average weighting 0.7%.

Quarter-by-quarter ownership
Altium Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$296,000
-26.9%
1,976
-14.1%
0.02%
-19.2%
Q1 2022$405,000
-30.5%
2,300
-29.4%
0.03%
-31.6%
Q4 2021$583,000
+5.4%
3,259
-0.2%
0.04%
-2.6%
Q3 2021$553,000
-2.5%
3,2660.0%0.04%
-7.1%
Q2 2021$567,000
+4.8%
3,2660.0%0.04%
-2.3%
Q1 2021$541,000
+136.2%
3,266
+98.8%
0.04%
-2.3%
Q3 2018$229,000
-18.5%
1,643
-20.7%
0.04%
-41.3%
Q2 2018$281,000
-3.4%
2,073
-8.1%
0.08%
-34.2%
Q1 2018$291,000
-3.3%
2,255
-0.3%
0.11%
-17.4%
Q4 2017$301,0002,2620.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2017
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,150,621$182,672,65226.42%
Mokosak Advisory Group, LLC 240,523$38,188,92816.27%
25 LLC 166,405$25,627,99715.84%
University of Maryland Foundation, Inc. 91,176$14,47515.78%
TrueWealth Financial Partners 75,394$11,969,58410.32%
Arista Wealth Management, LLC 110,127$17,483,7589.54%
BHK Investment Advisors, LLC 134,798$21,400,5929.35%
Jacobsen Capital Management 105,951$16,820,7099.01%
Bishop & Co Investment Management, LLC 121,055$19,218,6898.85%
New England Capital Financial Advisors LLC 73,041$11,596,0458.19%
View complete list of VANGUARD INDEX FDS shareholders