VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 445 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 1.96 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $847,000 | +9.3% | 7,000 | 0.0% | 0.27% | +30.6% |
| Q3 2016 | $775,000 | +5.2% | 7,000 | 0.0% | 0.21% | +3.0% |
| Q2 2016 | $737,000 | +3.4% | 7,000 | 0.0% | 0.20% | +8.1% |
| Q1 2016 | $713,000 | +3.2% | 7,000 | 0.0% | 0.18% | +4.5% |
| Q4 2015 | $691,000 | +1.9% | 7,000 | 0.0% | 0.18% | -8.3% |
| Q3 2015 | $678,000 | -10.2% | 7,000 | 0.0% | 0.19% | -13.8% |
| Q2 2015 | $755,000 | -1.4% | 7,000 | 0.0% | 0.22% | +0.4% |
| Q1 2015 | $766,000 | +3.5% | 7,000 | 0.0% | 0.22% | -10.8% |
| Q4 2014 | $740,000 | +6.0% | 7,000 | 0.0% | 0.25% | +7.8% |
| Q3 2014 | $698,000 | -5.5% | 7,000 | 0.0% | 0.23% | -3.7% |
| Q2 2014 | $739,000 | +5.0% | 7,000 | 0.0% | 0.24% | +4.8% |
| Q1 2014 | $704,000 | +3.2% | 7,000 | 0.0% | 0.23% | +1.8% |
| Q4 2013 | $682,000 | +7.9% | 7,000 | 0.0% | 0.23% | +3.2% |
| Q3 2013 | $632,000 | +7.8% | 7,000 | 0.0% | 0.22% | +10.6% |
| Q2 2013 | $586,000 | – | 7,000 | – | 0.20% | – |
Download | ||||||
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% |