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 | $564,276 | +3.5% | 3,538 | +7.3% | 0.13% | +10.5% |
| Q2 2023 | $545,158 | +19.5% | 3,296 | +14.7% | 0.11% | +22.6% |
| Q1 2023 | $456,117 | +63249.6% | 2,873 | -36.6% | 0.09% | -40.0% |
| Q4 2022 | $720 | -99.9% | 4,532 | -27.7% | 0.16% | -29.9% |
| Q3 2022 | $899,000 | -12.3% | 6,267 | -8.4% | 0.22% | -10.2% |
| Q2 2022 | $1,025,000 | -44.9% | 6,842 | -35.3% | 0.25% | -47.7% |
| Q1 2022 | $1,860,000 | +8.8% | 10,570 | +10.6% | 0.47% | +9.6% |
| Q4 2021 | $1,709,000 | +4.1% | 9,555 | -1.4% | 0.43% | -6.5% |
| Q3 2021 | $1,641,000 | -5.4% | 9,693 | -2.9% | 0.46% | -3.8% |
| Q2 2021 | $1,734,000 | -18.0% | 9,986 | -21.8% | 0.48% | -21.9% |
| Q1 2021 | $2,115,000 | +32.9% | 12,771 | +14.1% | 0.61% | +24.9% |
| Q4 2020 | $1,592,000 | +19.8% | 11,192 | -6.9% | 0.49% | -2.0% |
| Q3 2020 | $1,329,000 | +35.9% | 12,016 | +31.3% | 0.50% | +52.1% |
| Q2 2020 | $978,000 | +18.0% | 9,149 | -2.0% | 0.33% | -4.7% |
| Q1 2020 | $829,000 | – | 9,331 | – | 0.34% | – |
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% |