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 | $255,119 | -14.0% | 1,600 | -10.8% | 0.10% | -15.9% |
| Q2 2023 | $296,774 | +4.6% | 1,794 | +0.4% | 0.11% | +7.6% |
| Q1 2023 | $283,710 | +0.4% | 1,787 | +0.4% | 0.10% | -3.7% |
| Q4 2022 | $282,568 | +11.2% | 1,779 | +0.5% | 0.11% | +2.8% |
| Q3 2022 | $254,000 | -18.1% | 1,770 | -14.5% | 0.11% | -9.4% |
| Q2 2022 | $310,000 | -15.3% | 2,070 | -0.4% | 0.12% | -3.3% |
| Q1 2022 | $366,000 | -1.9% | 2,079 | -0.4% | 0.12% | -1.6% |
| Q4 2021 | $373,000 | +6.0% | 2,087 | +0.4% | 0.12% | +0.8% |
| Q3 2021 | $352,000 | -18.1% | 2,078 | -16.1% | 0.12% | -18.1% |
| Q2 2021 | $430,000 | +5.1% | 2,477 | +0.3% | 0.15% | -3.2% |
| Q1 2021 | $409,000 | +13.9% | 2,470 | -2.1% | 0.15% | +7.7% |
| Q4 2020 | $359,000 | +23.8% | 2,523 | -3.7% | 0.14% | +13.5% |
| Q3 2020 | $290,000 | +3.9% | 2,619 | +0.3% | 0.13% | -8.7% |
| Q2 2020 | $279,000 | -10.0% | 2,610 | +15.3% | 0.14% | -9.2% |
| Q4 2019 | $310,000 | +7.3% | 2,264 | +1.0% | 0.15% | +2.0% |
| Q3 2019 | $289,000 | +23.5% | 2,242 | +24.8% | 0.15% | +21.1% |
| Q2 2019 | $234,000 | +1.7% | 1,796 | +0.4% | 0.12% | -4.7% |
| Q1 2019 | $230,000 | +12.7% | 1,789 | 0.0% | 0.13% | -3.7% |
| Q4 2018 | $204,000 | -18.1% | 1,789 | -4.6% | 0.13% | -34.3% |
| Q4 2017 | $249,000 | +3.3% | 1,875 | -0.6% | 0.20% | -4.2% |
| Q3 2017 | $241,000 | +4.3% | 1,886 | +0.3% | 0.21% | +7.0% |
| Q2 2017 | $231,000 | -1.7% | 1,881 | -1.7% | 0.20% | -10.8% |
| Q1 2017 | $235,000 | +1.7% | 1,913 | +0.1% | 0.22% | -5.5% |
| Q4 2016 | $231,000 | – | 1,911 | – | 0.24% | – |
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% |