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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $354,866 | -46.4% | 2,225 | -44.4% | 0.16% | -45.9% |
| Q2 2023 | $661,600 | +4.2% | 4,000 | 0.0% | 0.29% | -0.7% |
| Q1 2023 | $635,040 | -4.4% | 4,000 | -4.3% | 0.30% | -11.6% |
| Q4 2022 | $663,943 | +10.7% | 4,181 | 0.0% | 0.34% | -1.2% |
| Q3 2022 | $600,000 | -4.2% | 4,181 | 0.0% | 0.34% | +7.3% |
| Q2 2022 | $626,000 | -16.8% | 4,181 | -2.2% | 0.32% | -4.2% |
| Q1 2022 | $752,000 | -1.7% | 4,276 | 0.0% | 0.33% | +7.1% |
| Q4 2021 | $765,000 | +5.7% | 4,276 | 0.0% | 0.31% | +1.7% |
| Q3 2021 | $724,000 | -2.6% | 4,276 | 0.0% | 0.30% | +3.1% |
| Q2 2021 | $743,000 | +4.9% | 4,276 | 0.0% | 0.29% | -1.0% |
| Q1 2021 | $708,000 | +16.4% | 4,276 | 0.0% | 0.30% | +10.8% |
| Q4 2020 | $608,000 | +28.5% | 4,276 | 0.0% | 0.27% | +12.1% |
| Q3 2020 | $473,000 | +8.0% | 4,276 | +4.4% | 0.24% | +2.6% |
| Q2 2020 | $438,000 | +20.3% | 4,095 | 0.0% | 0.23% | +7.9% |
| Q1 2020 | $364,000 | -70.1% | 4,095 | -53.9% | 0.22% | -58.5% |
| Q4 2019 | $1,217,000 | +6.4% | 8,877 | 0.0% | 0.52% | -1.9% |
| Q3 2019 | $1,144,000 | +49.9% | 8,877 | +52.0% | 0.53% | +36.5% |
| Q2 2019 | $763,000 | +1.5% | 5,842 | 0.0% | 0.39% | -1.8% |
| Q1 2019 | $752,000 | +12.9% | 5,842 | 0.0% | 0.40% | +0.8% |
| Q4 2018 | $666,000 | -18.2% | 5,842 | 0.0% | 0.39% | -6.9% |
| Q3 2018 | $814,000 | +6.7% | 5,842 | +4.0% | 0.42% | +4.5% |
| Q2 2018 | $763,000 | – | 5,620 | – | 0.40% | – |
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% |