Kore Private Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 659 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 1.95 and the average weighting 0.6%.

Quarter-by-quarter ownership
Kore Private Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$213,000
-36.6%
1,208
-35.7%
0.03%
-34.1%
Q4 2021$336,000
-67.7%
1,878
-74.3%
0.04%
-74.4%
Q4 2020$1,040,000
+28.6%
7,3100.0%0.16%
+2.6%
Q3 2020$809,000
+3.6%
7,3100.0%0.16%
-2.5%
Q2 2020$781,000
+4494.1%
7,310
+3610.7%
0.16%
+3900.0%
Q1 2020$17,000
-58.5%
197
-33.7%
0.00%
-50.0%
Q4 2019$41,000
+64.0%
297
+50.8%
0.01%
+33.3%
Q1 2019$25,000
+13.6%
1970.0%0.01%0.0%
Q4 2018$22,0001970.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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