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 | $3,486,340 | -3.6% | 21,859 | 0.0% | 0.51% | +1.0% |
| Q2 2023 | $3,615,528 | +4.2% | 21,859 | 0.0% | 0.51% | -1.9% |
| Q1 2023 | $3,470,383 | +0.2% | 21,859 | +0.2% | 0.52% | -9.9% |
| Q4 2022 | $3,463,317 | +26.3% | 21,809 | +14.1% | 0.58% | +1.4% |
| Q3 2022 | $2,742,000 | +39.5% | 19,119 | +45.7% | 0.57% | +50.4% |
| Q2 2022 | $1,966,000 | -14.8% | 13,119 | 0.0% | 0.38% | -10.9% |
| Q1 2022 | $2,308,000 | -5.3% | 13,119 | -3.7% | 0.42% | -10.0% |
| Q4 2021 | $2,437,000 | +6.3% | 13,628 | +0.6% | 0.47% | -2.5% |
| Q3 2021 | $2,293,000 | -2.6% | 13,550 | -0.1% | 0.48% | -2.6% |
| Q2 2021 | $2,355,000 | +4.9% | 13,561 | +0.1% | 0.50% | -1.2% |
| Q1 2021 | $2,244,000 | +801.2% | 13,550 | +674.3% | 0.50% | +695.2% |
| Q4 2020 | $249,000 | +28.4% | 1,750 | 0.0% | 0.06% | +6.8% |
| Q3 2020 | $194,000 | +3.7% | 1,750 | 0.0% | 0.06% | -6.3% |
| Q2 2020 | $187,000 | – | 1,750 | – | 0.06% | – |
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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% |