VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 686 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.22 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $286,000 | -21.2% | 2,674 | -38.7% | 0.09% | -40.3% |
| Q1 2020 | $363,000 | -48.3% | 4,362 | -14.9% | 0.14% | -33.3% |
| Q4 2019 | $702,000 | +7.0% | 5,124 | +0.7% | 0.22% | +16.8% |
| Q3 2019 | $656,000 | -0.3% | 5,088 | +0.9% | 0.18% | -17.8% |
| Q2 2019 | $658,000 | +9.3% | 5,044 | +7.9% | 0.22% | +4.7% |
| Q1 2019 | $602,000 | +12.9% | 4,673 | 0.0% | 0.22% | +26.5% |
| Q4 2018 | $533,000 | -17.1% | 4,673 | +1.2% | 0.17% | -13.3% |
| Q3 2018 | $643,000 | +63.2% | 4,616 | +59.1% | 0.20% | +31.5% |
| Q2 2018 | $394,000 | +7.9% | 2,901 | +0.4% | 0.15% | +8.0% |
| Q1 2018 | $365,000 | -60.1% | 2,890 | -61.7% | 0.14% | -4.8% |
| Q4 2017 | $915,000 | – | 7,551 | – | 0.14% | – |
Download | ||||||
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% |