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 | $1,275 | +77.8% | 7,996 | +84.4% | 0.06% | +85.3% |
| Q2 2023 | $717 | -56.2% | 4,336 | -57.9% | 0.03% | -58.5% |
| Q1 2023 | $1,636 | +7.6% | 10,307 | +7.7% | 0.08% | -2.4% |
| Q4 2022 | $1,520 | -99.8% | 9,572 | +56.4% | 0.08% | +71.4% |
| Q3 2022 | $878,000 | +265.8% | 6,119 | +281.5% | 0.05% | +276.9% |
| Q2 2022 | $240,000 | -12.7% | 1,604 | +2.8% | 0.01% | 0.0% |
| Q1 2022 | $275,000 | +5.4% | 1,561 | +7.1% | 0.01% | +18.2% |
| Q4 2021 | $261,000 | -28.9% | 1,458 | -32.7% | 0.01% | -35.3% |
| Q3 2021 | $367,000 | -64.4% | 2,167 | -63.5% | 0.02% | -65.3% |
| Q2 2021 | $1,032,000 | +4.0% | 5,943 | -0.7% | 0.05% | -10.9% |
| Q1 2021 | $992,000 | +38.9% | 5,987 | +19.3% | 0.06% | -12.7% |
| Q4 2020 | $714,000 | +16.7% | 5,019 | -9.3% | 0.06% | +6.8% |
| Q3 2020 | $612,000 | +48.9% | 5,533 | +44.1% | 0.06% | +51.3% |
| Q2 2020 | $411,000 | -23.0% | 3,841 | -1.4% | 0.04% | -17.0% |
| Q4 2019 | $534,000 | +12.7% | 3,896 | +5.8% | 0.05% | -7.8% |
| Q1 2019 | $474,000 | +17.0% | 3,681 | +26.5% | 0.05% | +10.9% |
| Q3 2018 | $405,000 | +14.1% | 2,909 | +11.2% | 0.05% | +4.5% |
| Q2 2018 | $355,000 | -2.5% | 2,616 | -11.6% | 0.04% | -6.4% |
| Q2 2017 | $364,000 | +2.5% | 2,958 | +2.5% | 0.05% | -2.1% |
| Q1 2017 | $355,000 | -4.6% | 2,886 | -6.0% | 0.05% | -12.7% |
| Q4 2016 | $372,000 | +26.1% | 3,071 | +15.2% | 0.06% | +25.0% |
| Q3 2016 | $295,000 | – | 2,666 | – | 0.04% | – |
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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% |