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 2016 | $9,259,000 | +13.1% | 76,523 | +3.5% | 0.30% | +7.1% |
Q3 2016 | $8,184,000 | +14.6% | 73,954 | +9.1% | 0.28% | +9.8% |
Q2 2016 | $7,142,000 | +11.2% | 67,812 | +7.6% | 0.26% | -4.8% |
Q1 2016 | $6,421,000 | -8.8% | 63,028 | -11.5% | 0.27% | -15.7% |
Q4 2015 | $7,038,000 | +34.9% | 71,257 | +32.3% | 0.32% | -21.8% |
Q3 2015 | $5,217,000 | -27.3% | 53,864 | -19.1% | 0.41% | -20.0% |
Q2 2015 | $7,178,000 | +7.5% | 66,579 | +9.1% | 0.51% | +9.2% |
Q1 2015 | $6,675,000 | +30.7% | 61,019 | +26.4% | 0.47% | -15.7% |
Q4 2014 | $5,108,000 | +15.1% | 48,290 | +8.6% | 0.55% | +3.6% |
Q3 2014 | $4,437,000 | +3.6% | 44,485 | +9.6% | 0.54% | -6.6% |
Q2 2014 | $4,282,000 | -14.3% | 40,590 | -18.2% | 0.57% | +58.3% |
Q1 2014 | $4,994,000 | +111.1% | 49,630 | +104.2% | 0.36% | +0.3% |
Q4 2013 | $2,366,000 | +19.6% | 24,299 | +10.8% | 0.36% | +4.3% |
Q3 2013 | $1,979,000 | +26.9% | 21,930 | +17.7% | 0.35% | +10.5% |
Q2 2013 | $1,560,000 | – | 18,638 | – | 0.31% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hackensack Meridian Health, Inc. | 780,201 | $124,434,257 | 18.47% |
University of Maryland Foundation, Inc. | 91,176 | $14,542 | 17.40% |
25 LLC | 171,990 | $27,430,716 | 16.73% |
Mokosak Advisory Group, LLC | 257,464 | $41,062,811 | 16.70% |
Opal Wealth Advisors, LLC | 149,263 | $23,805,956 | 13.93% |
TrueWealth Financial Partners | 79,980 | $12,756,039 | 10.49% |
Jacobsen Capital Management | 113,659 | $18,127,516 | 9.84% |
BHK Investment Advisors, LLC | 133,746 | $21,331,207 | 9.81% |
New England Capital Financial Advisors LLC | 77,155 | $12,305,488 | 8.48% |
Brooklyn FI, LLC | 95,720 | $15,266,432 | 8.21% |