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 | $30,782 | -3.6% | 193 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $31,923 | +4.2% | 193 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $30,641 | +666.0% | 193 | +704.2% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | -60.0% | 24 | -56.4% | 0.00% | -100.0% |
| Q2 2021 | $10,000 | -47.4% | 55 | -52.2% | 0.00% | 0.0% |
| Q1 2021 | $19,000 | -13.6% | 115 | -26.8% | 0.00% | -50.0% |
| Q4 2020 | $22,000 | +120.0% | 157 | +70.7% | 0.00% | +100.0% |
| Q3 2020 | $10,000 | -73.7% | 92 | -78.6% | 0.00% | -80.0% |
| Q1 2020 | $38,000 | -17.4% | 430 | +29.5% | 0.01% | +25.0% |
| Q4 2019 | $46,000 | +4.5% | 332 | -1.8% | 0.00% | 0.0% |
| Q3 2019 | $44,000 | +63.0% | 338 | +63.3% | 0.00% | +100.0% |
| Q1 2019 | $27,000 | +42.1% | 207 | +27.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -83.6% | 163 | -80.3% | 0.00% | -83.3% |
| Q3 2018 | $116,000 | +27.5% | 826 | +23.7% | 0.01% | +20.0% |
| Q2 2018 | $91,000 | +5.8% | 668 | +0.6% | 0.01% | 0.0% |
| Q1 2018 | $86,000 | -5.5% | 664 | -3.1% | 0.01% | -9.1% |
| Q4 2017 | $91,000 | +31.9% | 685 | +26.4% | 0.01% | +22.2% |
| Q3 2017 | $69,000 | +245.0% | 542 | +197.8% | 0.01% | +125.0% |
| Q2 2015 | $20,000 | +81.8% | 182 | +82.0% | 0.00% | +33.3% |
| Q4 2014 | $11,000 | +10.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $10,000 | -9.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $11,000 | +10.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $10,000 | – | 100 | – | 0.00% | – |
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% |