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 | $638 | -3.6% | 4 | 0.0% | 0.00% | – |
| Q2 2023 | $662 | -99.1% | 4 | -99.2% | 0.00% | -100.0% |
| Q4 2020 | $71,000 | +47.9% | 500 | +34.8% | 0.02% | +63.6% |
| Q3 2019 | $48,000 | 0.0% | 371 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $48,000 | 0.0% | 371 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $48,000 | +14.3% | 371 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $42,000 | -19.2% | 371 | 0.0% | 0.01% | -15.4% |
| Q3 2018 | $52,000 | +4.0% | 371 | 0.0% | 0.01% | +8.3% |
| Q2 2018 | $50,000 | -5.7% | 371 | -8.6% | 0.01% | -7.7% |
| Q1 2018 | $53,000 | -32.1% | 406 | -31.3% | 0.01% | -43.5% |
| Q4 2017 | $78,000 | +2.6% | 591 | 0.0% | 0.02% | -8.0% |
| Q3 2017 | $76,000 | +4.1% | 591 | 0.0% | 0.02% | -7.4% |
| Q2 2017 | $73,000 | 0.0% | 591 | 0.0% | 0.03% | -6.9% |
| Q1 2017 | $73,000 | – | 591 | – | 0.03% | – |
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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% |