VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 341 filers reported holding VANGUARD INDEX FDS in Q1 2016. The put-call ratio across all filers is 3.88 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $11,887,000 | +3.4% | 107,416 | -1.6% | 1.46% | -2.7% |
| Q2 2016 | $11,492,000 | +12.5% | 109,128 | +8.8% | 1.50% | +8.1% |
| Q1 2016 | $10,219,000 | -4.2% | 100,307 | -7.2% | 1.39% | -6.5% |
| Q4 2015 | $10,671,000 | +135.6% | 108,043 | +131.0% | 1.49% | +119.5% |
| Q3 2015 | $4,530,000 | +325.8% | 46,774 | +374.1% | 0.68% | +294.2% |
| Q2 2015 | $1,064,000 | -7.1% | 9,866 | -5.7% | 0.17% | -9.0% |
| Q1 2015 | $1,145,000 | -2.5% | 10,462 | -5.7% | 0.19% | -1.0% |
| Q4 2014 | $1,174,000 | +2.7% | 11,096 | -3.2% | 0.19% | -5.0% |
| Q3 2014 | $1,143,000 | -3.0% | 11,457 | +2.6% | 0.20% | -10.3% |
| Q2 2014 | $1,178,000 | +11.4% | 11,165 | +6.3% | 0.22% | +6.2% |
| Q1 2014 | $1,057,000 | -46.3% | 10,505 | -48.0% | 0.21% | +189.0% |
| Q4 2013 | $1,968,000 | +132.3% | 20,206 | +115.3% | 0.07% | -60.1% |
| Q3 2013 | $847,000 | -19.3% | 9,386 | -25.1% | 0.18% | -27.7% |
| Q2 2013 | $1,049,000 | – | 12,538 | – | 0.25% | – |
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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% |