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 | $243,222 | -3.6% | 1,525 | 0.0% | 0.11% | -4.3% |
| Q2 2023 | $252,235 | +5.9% | 1,525 | +1.7% | 0.12% | -5.7% |
| Q4 2022 | $238,200 | +10.8% | 1,500 | 0.0% | 0.12% | -1.6% |
| Q3 2022 | $215,000 | -4.4% | 1,500 | 0.0% | 0.12% | -1.6% |
| Q2 2022 | $225,000 | -32.8% | 1,500 | -21.2% | 0.13% | -29.4% |
| Q1 2022 | $335,000 | -3.5% | 1,903 | -1.9% | 0.18% | -3.7% |
| Q4 2021 | $347,000 | +36.6% | 1,939 | +29.3% | 0.19% | +28.1% |
| Q3 2021 | $254,000 | -2.3% | 1,500 | 0.0% | 0.15% | -7.6% |
| Q2 2021 | $260,000 | +4.8% | 1,500 | 0.0% | 0.16% | -1.2% |
| Q1 2021 | $248,000 | +20.4% | 1,500 | -54.9% | 0.16% | +27.0% |
| Q4 2020 | $206,000 | -10.4% | 3,329 | +54.2% | 0.13% | -28.4% |
| Q2 2020 | $230,000 | +489.7% | 2,159 | +647.1% | 0.18% | +506.9% |
| Q4 2019 | $39,000 | – | 289 | – | 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% |