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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,462 | -12.3% | 9,210 | -12.3% | 3.29% | -22.2% |
| Q4 2022 | $1,667 | -99.9% | 10,497 | -3.8% | 4.23% | -0.0% |
| Q3 2022 | $1,564,000 | -3.0% | 10,907 | +1.3% | 4.23% | +15.2% |
| Q2 2022 | $1,613,000 | -16.3% | 10,763 | -1.7% | 3.67% | +10.6% |
| Q1 2022 | $1,927,000 | -8.6% | 10,954 | -7.1% | 3.32% | -3.7% |
| Q4 2021 | $2,109,000 | -18.3% | 11,794 | -22.7% | 3.44% | -23.1% |
| Q3 2021 | $2,581,000 | -3.9% | 15,249 | -1.4% | 4.48% | -11.7% |
| Q2 2021 | $2,685,000 | +42.9% | 15,462 | +36.3% | 5.07% | +34.8% |
| Q1 2021 | $1,879,000 | +3.0% | 11,343 | -11.6% | 3.76% | -4.2% |
| Q4 2020 | $1,825,000 | – | 12,830 | – | 3.92% | – |
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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% |