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 | $1,393,219 | +7.8% | 8,735 | +11.8% | 0.04% | +11.4% |
| Q2 2023 | $1,292,270 | -4.8% | 7,813 | -8.7% | 0.04% | -20.5% |
| Q1 2023 | $1,357,874 | +29.9% | 8,553 | +29.9% | 0.04% | +15.8% |
| Q4 2022 | $1,045,698 | +10.9% | 6,585 | +0.1% | 0.04% | +2.7% |
| Q3 2022 | $943,000 | -5.4% | 6,577 | -1.1% | 0.04% | 0.0% |
| Q2 2022 | $997,000 | -15.2% | 6,652 | -0.5% | 0.04% | -2.6% |
| Q1 2022 | $1,176,000 | -0.8% | 6,685 | +0.9% | 0.04% | +5.6% |
| Q4 2021 | $1,185,000 | +6.2% | 6,623 | +0.4% | 0.04% | -5.3% |
| Q3 2021 | $1,116,000 | -2.9% | 6,596 | -0.3% | 0.04% | -5.0% |
| Q2 2021 | $1,149,000 | +11.4% | 6,614 | +6.3% | 0.04% | -11.1% |
| Q1 2021 | $1,031,000 | -40.1% | 6,223 | -48.6% | 0.04% | +12.5% |
| Q4 2020 | $1,722,000 | +172.0% | 12,106 | +111.7% | 0.04% | +14.3% |
| Q3 2020 | $633,000 | -48.7% | 5,719 | -50.4% | 0.04% | -5.4% |
| Q2 2020 | $1,234,000 | +21.0% | 11,534 | +0.4% | 0.04% | -5.1% |
| Q1 2020 | $1,020,000 | +27.7% | 11,490 | +97.0% | 0.04% | -20.4% |
| Q4 2019 | $799,000 | +6.4% | 5,832 | 0.0% | 0.05% | -7.5% |
| Q3 2019 | $751,000 | +1777.5% | 5,832 | +1812.1% | 0.05% | +1666.7% |
| Q2 2019 | $40,000 | – | 305 | – | 0.00% | – |
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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% |