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 | $737 | -7.5% | 4,623 | -4.0% | 0.11% | -5.8% |
| Q2 2023 | $797 | -99.9% | 4,818 | +7.2% | 0.12% | +3.4% |
| Q1 2023 | $713,309 | +3.9% | 4,493 | +3.9% | 0.12% | -3.3% |
| Q4 2022 | $686,492 | +37.3% | 4,323 | +23.9% | 0.12% | +16.3% |
| Q3 2022 | $500,000 | +2.9% | 3,490 | +7.6% | 0.10% | +6.1% |
| Q2 2022 | $486,000 | -13.1% | 3,245 | +2.2% | 0.10% | -3.0% |
| Q1 2022 | $559,000 | -1.6% | 3,175 | 0.0% | 0.10% | -1.9% |
| Q4 2021 | $568,000 | +5.8% | 3,175 | 0.0% | 0.10% | -3.7% |
| Q3 2021 | $537,000 | -7.1% | 3,175 | -4.6% | 0.11% | -6.1% |
| Q2 2021 | $578,000 | +4.7% | 3,329 | -0.1% | 0.11% | -1.7% |
| Q1 2021 | $552,000 | +17.2% | 3,334 | +0.8% | 0.12% | +5.5% |
| Q4 2020 | $471,000 | +54.4% | 3,309 | +20.1% | 0.11% | +31.0% |
| Q3 2020 | $305,000 | +11.7% | 2,755 | +7.8% | 0.08% | +9.1% |
| Q2 2020 | $273,000 | – | 2,555 | – | 0.08% | – |
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% |