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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $354,000 | +63.9% | 1,978 | +55.1% | 0.02% | +38.5% |
| Q3 2021 | $216,000 | -80.9% | 1,275 | -80.4% | 0.01% | -81.7% |
| Q2 2021 | $1,132,000 | +4.8% | 6,519 | 0.0% | 0.07% | -15.5% |
| Q1 2021 | $1,080,000 | +41.0% | 6,519 | +21.1% | 0.08% | +9.1% |
| Q4 2020 | $766,000 | +28.5% | 5,385 | 0.0% | 0.08% | +2.7% |
| Q3 2020 | $596,000 | +3.5% | 5,385 | 0.0% | 0.08% | -8.5% |
| Q2 2020 | $576,000 | -1.4% | 5,385 | -4.1% | 0.08% | -47.8% |
| Q1 2020 | $584,000 | -29.6% | 5,618 | -7.1% | 0.16% | -6.0% |
| Q4 2019 | $829,000 | +6.4% | 6,045 | 0.0% | 0.17% | -0.6% |
| Q3 2019 | $779,000 | -1.3% | 6,045 | 0.0% | 0.17% | -13.4% |
| Q2 2019 | $789,000 | +1.4% | 6,045 | 0.0% | 0.19% | -73.7% |
| Q1 2019 | $778,000 | +12.9% | 6,045 | 0.0% | 0.74% | +23.8% |
| Q4 2018 | $689,000 | – | 6,045 | – | 0.60% | – |
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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% |