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 | $310,368 | -3.6% | 1,946 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $321,868 | +4.2% | 1,946 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $308,947 | -2.3% | 1,946 | -2.3% | 0.01% | -14.3% |
| Q4 2022 | $316,171 | +13.3% | 1,991 | +2.4% | 0.01% | +16.7% |
| Q3 2022 | $279,000 | -29.0% | 1,944 | -26.0% | 0.01% | -25.0% |
| Q2 2022 | $393,000 | -14.9% | 2,626 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $462,000 | +33.5% | 2,626 | +35.7% | 0.01% | +33.3% |
| Q4 2021 | $346,000 | +5.5% | 1,935 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $328,000 | -2.4% | 1,935 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $336,000 | +5.0% | 1,935 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $320,000 | +16.4% | 1,935 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $275,000 | +28.5% | 1,935 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $214,000 | +245.2% | 1,935 | +317.0% | 0.01% | +150.0% |
| Q4 2017 | $62,000 | +5.1% | 464 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $59,000 | +3.5% | 464 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $57,000 | 0.0% | 464 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $57,000 | +1.8% | 464 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $56,000 | +9.8% | 464 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $51,000 | +4.1% | 464 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $49,000 | +4.3% | 464 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $47,000 | +2.2% | 464 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $46,000 | +91.7% | 464 | +89.4% | 0.00% | +100.0% |
| Q3 2015 | $24,000 | -11.1% | 245 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $27,000 | -34.1% | 245 | -33.8% | 0.00% | -50.0% |
| Q1 2015 | $41,000 | +10.8% | 370 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $37,000 | +428.6% | 370 | +428.6% | 0.00% | – |
| Q2 2014 | $7,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q1 2014 | $7,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q4 2013 | $7,000 | +16.7% | 70 | 0.0% | 0.00% | – |
| Q3 2013 | $6,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q2 2013 | $6,000 | – | 70 | – | 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% |