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 | $660,129 | -0.8% | 4,139 | +2.9% | 0.01% | 0.0% |
| Q2 2023 | $665,570 | +105546.0% | 4,024 | +1.4% | 0.01% | 0.0% |
| Q1 2023 | $630 | -25.3% | 3,970 | -25.2% | 0.01% | -25.0% |
| Q4 2022 | $843 | -99.8% | 5,308 | +68.3% | 0.01% | +60.0% |
| Q3 2022 | $452,000 | -13.7% | 3,153 | -9.9% | 0.01% | 0.0% |
| Q2 2022 | $524,000 | -32.3% | 3,500 | -20.5% | 0.01% | -16.7% |
| Q1 2022 | $774,000 | +2.4% | 4,400 | +4.1% | 0.01% | 0.0% |
| Q4 2021 | $756,000 | +32.4% | 4,227 | +25.3% | 0.01% | +20.0% |
| Q3 2021 | $571,000 | +72.5% | 3,373 | +77.2% | 0.01% | +66.7% |
| Q2 2021 | $331,000 | -12.7% | 1,904 | -16.8% | 0.00% | 0.0% |
| Q1 2021 | $379,000 | -0.8% | 2,289 | -14.8% | 0.00% | -25.0% |
| Q4 2020 | $382,000 | +17.9% | 2,687 | -8.3% | 0.00% | 0.0% |
| Q3 2020 | $324,000 | +5.5% | 2,930 | +1.9% | 0.00% | 0.0% |
| Q2 2020 | $307,000 | +26.9% | 2,875 | +5.7% | 0.00% | +33.3% |
| Q1 2020 | $242,000 | -44.0% | 2,720 | -13.7% | 0.00% | -40.0% |
| Q4 2019 | $432,000 | +111.8% | 3,151 | +101.9% | 0.01% | +150.0% |
| Q2 2019 | $204,000 | +17.2% | 1,561 | +15.3% | 0.00% | 0.0% |
| Q1 2019 | $174,000 | -10.8% | 1,354 | -20.8% | 0.00% | 0.0% |
| Q4 2018 | $195,000 | -18.1% | 1,710 | 0.0% | 0.00% | -33.3% |
| Q3 2018 | $238,000 | +4.8% | 1,710 | +2.2% | 0.00% | 0.0% |
| Q2 2018 | $227,000 | +11.3% | 1,674 | +6.4% | 0.00% | +50.0% |
| Q1 2018 | $204,000 | -2.4% | 1,574 | -0.1% | 0.00% | 0.0% |
| Q4 2017 | $209,000 | -1.4% | 1,575 | -4.9% | 0.00% | 0.0% |
| Q3 2017 | $212,000 | -3.2% | 1,656 | -7.1% | 0.00% | -33.3% |
| Q2 2017 | $219,000 | +1.9% | 1,783 | +1.9% | 0.00% | 0.0% |
| Q1 2017 | $215,000 | -7.7% | 1,750 | -9.1% | 0.00% | 0.0% |
| Q4 2016 | $233,000 | +9.4% | 1,925 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $213,000 | +4.9% | 1,925 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $203,000 | – | 1,925 | – | 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% |