VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | -99.5% | 15 | -99.7% | 0.00% | -99.5% |
| Q1 2020 | $406,000 | -35.2% | 4,575 | 0.0% | 0.19% | -24.8% |
| Q4 2019 | $627,000 | +6.5% | 4,575 | 0.0% | 0.25% | -10.4% |
| Q3 2019 | $589,000 | -21.0% | 4,575 | -19.9% | 0.28% | -19.1% |
| Q2 2019 | $746,000 | +1.4% | 5,715 | 0.0% | 0.34% | +0.9% |
| Q1 2019 | $736,000 | +12.9% | 5,715 | 0.0% | 0.34% | +6.5% |
| Q4 2018 | $652,000 | -18.1% | 5,715 | 0.0% | 0.32% | -23.4% |
| Q3 2018 | $796,000 | +2.6% | 5,715 | 0.0% | 0.42% | +5.5% |
| Q2 2018 | $776,000 | +4.9% | 5,715 | 0.0% | 0.40% | +1.0% |
| Q1 2018 | $740,000 | -2.5% | 5,715 | 0.0% | 0.39% | +4.0% |
| Q4 2017 | $759,000 | +4.0% | 5,715 | 0.0% | 0.38% | -0.5% |
| Q3 2017 | $730,000 | +4.0% | 5,715 | 0.0% | 0.38% | +6.4% |
| Q2 2017 | $702,000 | +239.1% | 5,715 | 0.0% | 0.36% | +160.6% |
| Q1 2017 | $207,000 | – | 5,715 | – | 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% |