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 | $765,988 | -5.9% | 4,803 | -2.4% | 0.00% | 0.0% |
| Q2 2023 | $813,700 | +5.7% | 4,920 | +1.5% | 0.00% | 0.0% |
| Q1 2023 | $769,739 | -15.8% | 4,848 | -15.7% | 0.00% | 0.0% |
| Q4 2022 | $913,781 | +30.7% | 5,754 | +17.9% | 0.00% | 0.0% |
| Q3 2022 | $699,000 | -28.2% | 4,879 | -24.9% | 0.00% | 0.0% |
| Q2 2022 | $974,000 | +14.2% | 6,498 | +34.1% | 0.00% | 0.0% |
| Q1 2022 | $853,000 | -1.6% | 4,847 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $867,000 | +5.6% | 4,847 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $821,000 | -2.5% | 4,847 | -0.0% | 0.00% | 0.0% |
| Q2 2021 | $842,000 | -93.7% | 4,848 | -94.0% | 0.00% | -92.3% |
| Q1 2021 | $13,323,000 | +1830.9% | 80,447 | +1558.4% | 0.01% | +1200.0% |
| Q4 2020 | $690,000 | +98.8% | 4,851 | +54.5% | 0.00% | – |
| Q3 2020 | $347,000 | – | 3,139 | – | 0.00% | – |
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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% |