VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 578 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 0.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $65,000 | -22.6% | 504 | -20.0% | 0.04% | -19.2% |
| Q4 2017 | $84,000 | +44.8% | 630 | +38.8% | 0.05% | +36.8% |
| Q3 2017 | $58,000 | -6.5% | 454 | -10.8% | 0.04% | -9.5% |
| Q2 2017 | $62,000 | -3.1% | 509 | -2.5% | 0.04% | -10.6% |
| Q1 2017 | $64,000 | -68.9% | 522 | -69.4% | 0.05% | -72.8% |
| Q4 2016 | $206,000 | +5.1% | 1,708 | -3.7% | 0.17% | +16.1% |
| Q3 2016 | $196,000 | -83.0% | 1,774 | -83.8% | 0.15% | -84.3% |
| Q2 2016 | $1,150,000 | +4.2% | 10,929 | +0.8% | 0.95% | -8.1% |
| Q1 2016 | $1,104,000 | -56.8% | 10,843 | -58.1% | 1.03% | -57.6% |
| Q4 2015 | $2,558,000 | – | 25,903 | – | 2.44% | – |
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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% |