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 | $550,936 | -3.2% | 3,454 | +0.4% | 0.02% | +5.0% |
| Q2 2023 | $569,096 | +6.6% | 3,441 | +2.3% | 0.02% | -9.1% |
| Q1 2023 | $533,707 | +10.1% | 3,362 | +10.1% | 0.02% | +10.0% |
| Q4 2022 | $484,932 | +12.3% | 3,054 | +1.3% | 0.02% | -13.0% |
| Q3 2022 | $432,000 | -7.5% | 3,015 | -3.2% | 0.02% | -4.2% |
| Q2 2022 | $467,000 | -14.9% | 3,115 | -0.1% | 0.02% | -17.2% |
| Q1 2022 | $549,000 | -12.4% | 3,119 | -11.0% | 0.03% | 0.0% |
| Q4 2021 | $627,000 | +25.7% | 3,504 | +18.7% | 0.03% | +31.8% |
| Q3 2021 | $499,000 | -2.5% | 2,951 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $512,000 | +4.7% | 2,951 | 0.0% | 0.02% | -8.3% |
| Q1 2021 | $489,000 | +16.4% | 2,951 | 0.0% | 0.02% | +9.1% |
| Q4 2020 | $420,000 | +28.8% | 2,951 | 0.0% | 0.02% | +4.8% |
| Q3 2020 | $326,000 | +3.5% | 2,951 | 0.0% | 0.02% | -4.5% |
| Q2 2020 | $315,000 | +20.2% | 2,951 | 0.0% | 0.02% | -8.3% |
| Q1 2020 | $262,000 | -35.9% | 2,951 | -1.1% | 0.02% | -11.1% |
| Q4 2019 | $409,000 | +6.2% | 2,985 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $385,000 | -2.5% | 2,985 | -1.3% | 0.03% | -10.0% |
| Q2 2019 | $395,000 | +0.3% | 3,024 | -1.1% | 0.03% | -3.2% |
| Q1 2019 | $394,000 | +13.2% | 3,059 | +0.2% | 0.03% | -8.8% |
| Q4 2018 | $348,000 | -18.1% | 3,052 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $425,000 | +2.7% | 3,052 | 0.0% | 0.03% | -8.1% |
| Q2 2018 | $414,000 | +3.5% | 3,052 | -1.2% | 0.04% | -5.1% |
| Q1 2018 | $400,000 | – | 3,090 | – | 0.04% | – |
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% |