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 | $406,221 | -24.6% | 2,547 | -21.8% | 0.01% | -27.3% |
| Q2 2023 | $539,039 | -64.4% | 3,259 | -65.8% | 0.01% | -66.7% |
| Q1 2023 | $1,514,729 | -41.8% | 9,541 | -41.8% | 0.03% | -45.0% |
| Q4 2022 | $2,604,002 | -9.2% | 16,398 | -18.1% | 0.06% | +3.4% |
| Q3 2022 | $2,869,000 | +1071.0% | 20,010 | +1335.4% | 0.06% | +1350.0% |
| Q1 2022 | $245,000 | +18.4% | 1,394 | +20.5% | 0.00% | 0.0% |
| Q4 2021 | $207,000 | -95.0% | 1,157 | -95.3% | 0.00% | -94.9% |
| Q1 2021 | $4,101,000 | +582.4% | 24,763 | +485.8% | 0.08% | +558.3% |
| Q4 2020 | $601,000 | +32.4% | 4,227 | +20.5% | 0.01% | +20.0% |
| Q1 2018 | $454,000 | -51.0% | 3,507 | -49.7% | 0.01% | -50.0% |
| Q4 2017 | $926,000 | – | 6,974 | – | 0.02% | – |
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% |