Kore Private Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.

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 2021
NameSharesValueWeighting ↓
Efficient Advisors, LLC 342,138$34,433,0008.31%
Financial Planning & Information Services, Inc. 107,243$10,793,0007.52%
Zhang Financial LLC 95,228$9,583,0006.88%
CONCORD ASSET MANAGEMENT LLC 156,125$15,712,0005.87%
Lourd Capital, LLC 529,748$53,314,0005.82%
Modera Wealth Management, LLC 133,976$13,483,0005.35%
ARS Wealth Advisors, LLC 86,842$8,740,0005.24%
Blue Edge Capital, LLC 66,697$6,712,386,0004.68%
IBBOTSON ASSOCIATES INC 28,445$2,863,0004.62%
Summit Equities Inc 93,389$9,399,0004.15%
View complete list of VANGUARD INDEX FDS shareholders