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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $208,074 | -6.3% | 1,258 | -0.1% | 0.04% | +9.8% |
| Q1 2022 | $222,000 | -1.3% | 1,259 | 0.0% | 0.04% | -2.4% |
| Q4 2021 | $225,000 | +5.6% | 1,259 | 0.0% | 0.04% | -4.5% |
| Q3 2021 | $213,000 | -48.9% | 1,259 | -47.6% | 0.04% | -51.6% |
| Q2 2021 | $417,000 | -52.3% | 2,404 | -54.5% | 0.09% | -55.8% |
| Q1 2021 | $874,000 | +0.1% | 5,279 | -14.1% | 0.21% | -17.3% |
| Q4 2020 | $873,000 | +89.0% | 6,145 | +47.4% | 0.25% | +70.5% |
| Q3 2020 | $462,000 | +94.1% | 4,170 | +87.5% | 0.15% | +92.1% |
| Q2 2020 | $238,000 | – | 2,224 | – | 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% |