VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $11,158 | -70.6% | 62 | -73.9% | 0.00% | -83.3% |
| Q3 2023 | $37,959 | -3.6% | 238 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $39,365 | -7.5% | 238 | -11.2% | 0.01% | -14.3% |
| Q1 2023 | $42,548 | +98848.8% | 268 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $43 | -99.9% | 268 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $38,000 | +171.4% | 268 | +191.3% | 0.01% | +200.0% |
| Q2 2022 | $14,000 | -12.5% | 92 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $16,000 | 0.0% | 92 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $16,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $16,000 | -5.9% | 92 | -12.4% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | +88.9% | 105 | +69.4% | 0.00% | +50.0% |
| Q4 2020 | $9,000 | +28.6% | 62 | 0.0% | 0.00% | +100.0% |
| Q3 2020 | $7,000 | -82.9% | 62 | -84.0% | 0.00% | -88.9% |
| Q2 2020 | $41,000 | +20.6% | 387 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $34,000 | -35.8% | 387 | 0.0% | 0.01% | -20.0% |
| Q4 2019 | $53,000 | +6.0% | 387 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $50,000 | -2.0% | 387 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $51,000 | +2.0% | 387 | 0.0% | 0.01% | +11.1% |
| Q1 2019 | $50,000 | +13.6% | 387 | 0.0% | 0.01% | -10.0% |
| Q4 2018 | $44,000 | -20.0% | 387 | -1.3% | 0.01% | -9.1% |
| Q3 2018 | $55,000 | +3.8% | 392 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $53,000 | -27.4% | 392 | -30.9% | 0.01% | -31.2% |
| Q1 2018 | $73,000 | -2.7% | 567 | 0.0% | 0.02% | -5.9% |
| Q4 2017 | $75,000 | +4.2% | 567 | +0.9% | 0.02% | 0.0% |
| Q3 2017 | $72,000 | +4.3% | 562 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $69,000 | -43.9% | 562 | -48.2% | 0.02% | 0.0% |
| Q1 2017 | $123,000 | +73.2% | 1,084 | +85.6% | 0.02% | -10.5% |
| Q4 2016 | $71,000 | +9.2% | 584 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $65,000 | +4.8% | 584 | 0.0% | 0.02% | +5.6% |
| Q2 2016 | $62,000 | +21.6% | 584 | +16.8% | 0.02% | +12.5% |
| Q1 2016 | $51,000 | +4.1% | 500 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $49,000 | +2.1% | 500 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $48,000 | -11.1% | 500 | 0.0% | 0.02% | +6.7% |
| Q2 2015 | $54,000 | -1.8% | 500 | 0.0% | 0.02% | +7.1% |
| Q1 2015 | $55,000 | +3.8% | 500 | 0.0% | 0.01% | – |
| Q4 2014 | $53,000 | +6.0% | 500 | 0.0% | 0.00% | -100.0% |
| Q3 2014 | $50,000 | -5.7% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $53,000 | -31.2% | 500 | -35.1% | 0.01% | -31.6% |
| Q1 2014 | $77,000 | +2.7% | 770 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $75,000 | +8.7% | 770 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $69,000 | – | 770 | – | 0.02% | – |
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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% |