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 2020 | $229,000 | -60.7% | 2,068 | -51.3% | 0.02% | -67.9% |
| Q4 2019 | $582,000 | +4.3% | 4,245 | -1.9% | 0.06% | -6.7% |
| Q3 2019 | $558,000 | -6.4% | 4,327 | -5.3% | 0.06% | -6.2% |
| Q2 2019 | $596,000 | -0.3% | 4,569 | -1.6% | 0.06% | -3.0% |
| Q1 2019 | $598,000 | +139.2% | 4,644 | +111.7% | 0.07% | +100.0% |
| Q4 2018 | $250,000 | -20.9% | 2,194 | -3.3% | 0.03% | -10.8% |
| Q3 2018 | $316,000 | +2.6% | 2,268 | 0.0% | 0.04% | -5.1% |
| Q2 2018 | $308,000 | +4.8% | 2,268 | 0.0% | 0.04% | +5.4% |
| Q1 2018 | $294,000 | -8.4% | 2,268 | -6.3% | 0.04% | -11.9% |
| Q4 2017 | $321,000 | +10.7% | 2,421 | +6.7% | 0.04% | +10.5% |
| Q3 2017 | $290,000 | +3.9% | 2,268 | 0.0% | 0.04% | +2.7% |
| Q2 2017 | $279,000 | -1.1% | 2,268 | -1.1% | 0.04% | -5.1% |
| Q1 2017 | $282,000 | -1.7% | 2,293 | -3.5% | 0.04% | -4.9% |
| Q4 2016 | $287,000 | +9.1% | 2,376 | 0.0% | 0.04% | +7.9% |
| Q3 2016 | $263,000 | +5.2% | 2,376 | 0.0% | 0.04% | +5.6% |
| Q2 2016 | $250,000 | +3.3% | 2,376 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $242,000 | +6.6% | 2,376 | +3.2% | 0.04% | -2.7% |
| Q4 2015 | $227,000 | +1.8% | 2,302 | 0.0% | 0.04% | -5.1% |
| Q3 2015 | $223,000 | -22.3% | 2,302 | -13.5% | 0.04% | -17.0% |
| Q2 2015 | $287,000 | -6.8% | 2,662 | -5.4% | 0.05% | -11.3% |
| Q1 2015 | $308,000 | -1.6% | 2,815 | -4.9% | 0.05% | -3.6% |
| Q4 2014 | $313,000 | +6.1% | 2,960 | 0.0% | 0.06% | -1.8% |
| Q3 2014 | $295,000 | -5.4% | 2,960 | 0.0% | 0.06% | -21.1% |
| Q2 2014 | $312,000 | +4.7% | 2,960 | 0.0% | 0.07% | 0.0% |
| Q1 2014 | $298,000 | +17.8% | 2,960 | +13.8% | 0.07% | +12.7% |
| Q4 2013 | $253,000 | +7.7% | 2,600 | 0.0% | 0.06% | -3.1% |
| Q3 2013 | $235,000 | +4.0% | 2,600 | -3.7% | 0.06% | -3.0% |
| Q2 2013 | $226,000 | – | 2,700 | – | 0.07% | – |
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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% |