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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $227,000 | -53.2% | 1,290 | -63.0% | 0.02% | -76.4% |
| Q3 2018 | $485,000 | +2.5% | 3,482 | 0.0% | 0.07% | -1.4% |
| Q2 2018 | $473,000 | +4.9% | 3,482 | 0.0% | 0.07% | 0.0% |
| Q1 2018 | $451,000 | +0.4% | 3,482 | +3.0% | 0.07% | +2.8% |
| Q4 2017 | $449,000 | +18.8% | 3,382 | +14.4% | 0.07% | +14.5% |
| Q3 2017 | $378,000 | +13.5% | 2,957 | +9.2% | 0.06% | +6.9% |
| Q2 2017 | $333,000 | 0.0% | 2,707 | 0.0% | 0.06% | -4.9% |
| Q1 2017 | $333,000 | +12.1% | 2,707 | +10.2% | 0.06% | +7.0% |
| Q4 2016 | $297,000 | -26.3% | 2,457 | -32.5% | 0.06% | -28.8% |
| Q3 2016 | $403,000 | +4.4% | 3,642 | +4.0% | 0.08% | +3.9% |
| Q2 2016 | $386,000 | +8.1% | 3,502 | 0.0% | 0.08% | -7.2% |
| Q1 2016 | $357,000 | +12.3% | 3,502 | +8.9% | 0.08% | 0.0% |
| Q4 2015 | $318,000 | +47.9% | 3,217 | +45.1% | 0.08% | +38.3% |
| Q3 2015 | $215,000 | – | 2,217 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 1,148,489 | $182,380,075 | 25.64% |
| Mokosak Advisory Group, LLC | 242,614 | $38,599,076 | 17.26% |
| University of Maryland Foundation, Inc. | 91,176 | $14,479 | 16.47% |
| Arista Wealth Management, LLC | 140,084 | $22,239,699 | 14.04% |
| TrueWealth Financial Partners | 69,953 | $11,108,513 | 10.77% |
| BHK Investment Advisors, LLC | 104,379 | $16,575,354 | 9.32% |
| Bishop & Co Investment Management, LLC | 120,701 | $19,167 | 9.31% |
| Efficient Advisors, LLC | 572,185 | $90,862,913 | 9.24% |
| Jacobsen Capital Management | 102,696 | $16,308 | 8.69% |
| New England Capital Financial Advisors LLC | 72,972 | $12,182,002 | 8.64% |