FormulaFolio Investments, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.

Quarter-by-quarter ownership
FormulaFolio Investments, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2021$3,774,000
-6.2%
21,731
-6.2%
1.26%
-3.7%
Q1 2021$4,022,000
-87.5%
23,164
-89.7%
1.31%
+94.4%
Q4 2020$32,091,000
+1815.9%
225,657
+1390.7%
0.67%
+935.4%
Q3 2020$1,675,000
+171.9%
15,138
+162.6%
0.06%
+160.0%
Q2 2020$616,000
+23.9%
5,765
+3.0%
0.02%
-7.4%
Q1 2020$497,000
-80.7%
5,598
-70.1%
0.03%
-70.7%
Q4 2019$2,569,000
+86.8%
18,746
+75.6%
0.09%
+73.6%
Q3 2019$1,375,000
-4.4%
10,674
-3.1%
0.05%
-13.1%
Q2 2019$1,438,000
+17.9%
11,013
+16.2%
0.06%
+15.1%
Q1 2019$1,220,000
-0.4%
9,477
+7.8%
0.05%
-1.9%
Q4 2018$1,225,0000.0%8,7910.0%0.05%0.0%
Q3 2018$1,225,000
+52.7%
8,791
+48.8%
0.05%
+42.1%
Q2 2018$802,000
+2.6%
5,907
-2.3%
0.04%
-17.4%
Q1 2018$782,000
-7.2%
6,046
-4.8%
0.05%
-16.4%
Q4 2017$843,000
+3.9%
6,350
+0.0%
0.06%
-11.3%
Q3 2017$811,000
-10.0%
6,348
-13.4%
0.06%
-24.4%
Q2 2017$901,000
+1.2%
7,333
+1.2%
0.08%
-16.3%
Q1 2017$890,000
-1.2%
7,246
-2.7%
0.10%
-19.0%
Q4 2016$901,000
+10.6%
7,445
+1.1%
0.12%0.0%
Q3 2016$815,000
-4.5%
7,366
-9.1%
0.12%
-16.6%
Q2 2016$853,000
+1.7%
8,103
-1.7%
0.14%0.0%
Q1 2016$839,000
-19.6%
8,239
-22.0%
0.14%
-45.1%
Q4 2015$1,043,000
+185.0%
10,561
+179.3%
0.26%
+125.6%
Q3 2015$366,000
-14.1%
3,781
-4.4%
0.12%
-1.7%
Q2 2015$426,000
+12.7%
3,954
+14.6%
0.12%
+1.7%
Q1 2015$378,000
+4.7%
3,451
+1.2%
0.12%
-16.4%
Q4 2014$361,0003,4110.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,428,976$255,570,00024.79%
Mokosak Advisory Group, LLC 248,745$44,482,00017.06%
TrueWealth Financial Partners 63,776$11,406,00011.15%
Titan Capital Management, LLC /TX 59,009$10,554,0009.44%
Bishop & Co Investment Management, LLC 125,118$22,377,0009.25%
BHK Investment Advisors, LLC 128,961$23,065,0009.10%
Family CFO Inc 51,187$9,155,0008.84%
Center for Financial Planning, Inc. 230,096$41,153,0008.43%
ASPIRIANT, LLC 856,412$153,157,0008.19%
Merriman Wealth Management, LLC 1,150,291$202,529,0007.99%
View complete list of VANGUARD INDEX FDS shareholders