VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 478 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 1.88 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $572,000 | +6.3% | 4,653 | +4.7% | 0.19% | -4.5% |
| Q4 2016 | $538,000 | +17.7% | 4,445 | +7.7% | 0.20% | +22.6% |
| Q3 2016 | $457,000 | 0.0% | 4,128 | -4.8% | 0.16% | -7.3% |
| Q2 2016 | $457,000 | +77.8% | 4,338 | +66.4% | 0.18% | +59.5% |
| Q4 2015 | $257,000 | -24.2% | 2,607 | -25.5% | 0.11% | -25.0% |
| Q3 2015 | $339,000 | -34.4% | 3,498 | -27.1% | 0.15% | -26.4% |
| Q2 2015 | $517,000 | +48.1% | 4,798 | +50.2% | 0.20% | +37.7% |
| Q1 2015 | $349,000 | – | 3,194 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 1,428,976 | $255,570,000 | 24.79% |
| Mokosak Advisory Group, LLC | 248,745 | $44,482,000 | 17.06% |
| TrueWealth Financial Partners | 63,776 | $11,406,000 | 11.15% |
| Titan Capital Management, LLC /TX | 59,009 | $10,554,000 | 9.44% |
| Bishop & Co Investment Management, LLC | 125,118 | $22,377,000 | 9.25% |
| BHK Investment Advisors, LLC | 128,961 | $23,065,000 | 9.10% |
| Family CFO Inc | 51,187 | $9,155,000 | 8.84% |
| Center for Financial Planning, Inc. | 230,096 | $41,153,000 | 8.43% |
| ASPIRIANT, LLC | 856,412 | $153,157,000 | 8.19% |
| Merriman Wealth Management, LLC | 1,150,291 | $202,529,000 | 7.99% |