VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 769 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $266,000 | +6.4% | 1,940 | 0.0% | 0.12% | -3.9% |
| Q3 2019 | $250,000 | -1.2% | 1,940 | 0.0% | 0.13% | -3.0% |
| Q2 2019 | $253,000 | +1.2% | 1,940 | 0.0% | 0.13% | +1.5% |
| Q1 2019 | $250,000 | +133.6% | 1,940 | +106.8% | 0.13% | +336.7% |
| Q4 2018 | $107,000 | -54.7% | 938 | -44.5% | 0.03% | -78.1% |
| Q3 2018 | $236,000 | -1.7% | 1,690 | -4.2% | 0.14% | -8.7% |
| Q2 2018 | $240,000 | +5.3% | 1,765 | 0.0% | 0.15% | +0.7% |
| Q1 2018 | $228,000 | +94.9% | 1,765 | +100.6% | 0.15% | +79.5% |
| Q4 2017 | $117,000 | – | 880 | – | 0.08% | – |
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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% |