VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 346 filers reported holding VANGUARD INDEX FDS in Q4 2015. The put-call ratio across all filers is 3.82 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $1,139,000 | +27.4% | 10,817 | +23.2% | 0.22% | +22.5% |
| Q1 2016 | $894,000 | -19.2% | 8,780 | -21.8% | 0.18% | -17.2% |
| Q4 2015 | $1,107,000 | +5.3% | 11,226 | +3.4% | 0.22% | +1.9% |
| Q3 2015 | $1,051,000 | +17.3% | 10,860 | +30.7% | 0.21% | +28.7% |
| Q2 2015 | $896,000 | -4.4% | 8,311 | -3.0% | 0.16% | -5.7% |
| Q1 2015 | $937,000 | -15.0% | 8,572 | -17.9% | 0.17% | -17.1% |
| Q4 2014 | $1,103,000 | +24.1% | 10,436 | +17.0% | 0.21% | +20.0% |
| Q3 2014 | $889,000 | -2.0% | 8,919 | +3.7% | 0.18% | +19.0% |
| Q2 2014 | $907,000 | +9.5% | 8,597 | +4.4% | 0.15% | -17.4% |
| Q1 2014 | $828,000 | +6.4% | 8,233 | +3.0% | 0.18% | -1.7% |
| Q4 2013 | $778,000 | +13.7% | 7,991 | +5.4% | 0.18% | +2.3% |
| Q3 2013 | $684,000 | +6.5% | 7,583 | -1.3% | 0.18% | -9.7% |
| Q2 2013 | $642,000 | – | 7,679 | – | 0.20% | – |
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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% |