VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 287 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is 10.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $220,000 | +4.3% | 1,720 | 0.0% | 2.46% | -4.8% |
| Q2 2017 | $211,000 | -11.0% | 1,720 | -11.0% | 2.58% | -5.3% |
| Q1 2017 | $237,000 | +1.3% | 1,932 | +0.1% | 2.73% | +10.1% |
| Q4 2016 | $234,000 | +4.0% | 1,931 | -4.9% | 2.48% | +5.7% |
| Q3 2016 | $225,000 | 0.0% | 2,031 | -5.0% | 2.35% | -66.9% |
| Q2 2016 | $225,000 | -46.0% | 2,137 | -45.7% | 7.08% | +1356.8% |
| Q4 2014 | $417,000 | -19.2% | 3,938 | -23.8% | 0.49% | -18.5% |
| Q3 2014 | $516,000 | -5.7% | 5,169 | -0.4% | 0.60% | -2.9% |
| Q2 2014 | $547,000 | +6.0% | 5,189 | +1.2% | 0.61% | +21.8% |
| Q1 2014 | $516,000 | +14.7% | 5,130 | +11.0% | 0.50% | +17.8% |
| Q4 2013 | $450,000 | -6.6% | 4,622 | -13.6% | 0.43% | -9.1% |
| Q3 2013 | $482,000 | -36.2% | 5,347 | -40.7% | 0.47% | -4.8% |
| Q2 2013 | $755,000 | – | 9,020 | – | 0.50% | – |
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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% |