VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 588 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $868,000 | -32.8% | 9,774 | +3.7% | 0.94% | +0.4% |
| Q4 2019 | $1,292,000 | +12.3% | 9,428 | +5.7% | 0.93% | +5.4% |
| Q3 2019 | $1,150,000 | +11.8% | 8,923 | +13.2% | 0.88% | +13.9% |
| Q2 2019 | $1,029,000 | +0.2% | 7,885 | -1.2% | 0.78% | +2.1% |
| Q1 2019 | $1,027,000 | +11.4% | 7,977 | -1.3% | 0.76% | +4.1% |
| Q4 2018 | $922,000 | -19.1% | 8,082 | -1.1% | 0.73% | -8.5% |
| Q3 2018 | $1,139,000 | +2.5% | 8,171 | -0.1% | 0.80% | -2.2% |
| Q2 2018 | $1,111,000 | -4.7% | 8,180 | -9.2% | 0.82% | -6.5% |
| Q1 2018 | $1,166,000 | -7.9% | 9,011 | -5.5% | 0.87% | -5.5% |
| Q4 2017 | $1,266,000 | – | 9,533 | – | 0.92% | – |
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% |