VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 686 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.22 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $222,000 | -52.3% | 1,618 | -55.2% | 0.11% | -56.1% |
| Q3 2019 | $465,000 | -5.3% | 3,608 | -4.2% | 0.26% | -6.2% |
| Q2 2019 | $491,000 | -9.6% | 3,765 | -10.8% | 0.27% | -11.1% |
| Q1 2019 | $543,000 | -0.4% | 4,220 | -11.7% | 0.31% | -27.8% |
| Q4 2018 | $545,000 | -17.8% | 4,780 | +0.5% | 0.42% | -8.2% |
| Q3 2018 | $663,000 | +2.5% | 4,758 | -0.1% | 0.46% | -2.1% |
| Q2 2018 | $647,000 | -12.7% | 4,762 | -16.9% | 0.47% | -13.7% |
| Q1 2018 | $741,000 | -22.7% | 5,729 | -20.7% | 0.55% | -27.5% |
| Q4 2017 | $959,000 | – | 7,224 | – | 0.75% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 1,428,976 | $255,570,000 | 24.79% |
| Mokosak Advisory Group, LLC | 248,745 | $44,482,000 | 17.06% |
| TrueWealth Financial Partners | 63,776 | $11,406,000 | 11.15% |
| Titan Capital Management, LLC /TX | 59,009 | $10,554,000 | 9.44% |
| Bishop & Co Investment Management, LLC | 125,118 | $22,377,000 | 9.25% |
| BHK Investment Advisors, LLC | 128,961 | $23,065,000 | 9.10% |
| Family CFO Inc | 51,187 | $9,155,000 | 8.84% |
| Center for Financial Planning, Inc. | 230,096 | $41,153,000 | 8.43% |
| ASPIRIANT, LLC | 856,412 | $153,157,000 | 8.19% |
| Merriman Wealth Management, LLC | 1,150,291 | $202,529,000 | 7.99% |