VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 250 filers reported holding VANGUARD INDEX FDS in Q3 2014. The put-call ratio across all filers is 0.79 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $1,396,000 | +7.7% | 13,206 | +1.7% | 0.02% | +4.2% |
| Q3 2014 | $1,296,000 | -3.6% | 12,986 | +2.0% | 0.02% | 0.0% |
| Q2 2014 | $1,344,000 | -23.3% | 12,732 | -26.8% | 0.02% | -29.4% |
| Q1 2014 | $1,752,000 | +165.1% | 17,405 | +156.4% | 0.03% | +209.1% |
| Q4 2013 | $661,000 | +5.3% | 6,787 | -2.4% | 0.01% | -8.3% |
| Q3 2013 | $628,000 | +79.4% | 6,953 | +65.8% | 0.01% | +71.4% |
| Q2 2013 | $350,000 | – | 4,193 | – | 0.01% | – |
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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% |