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 | $59,000 | -22.4% | 335 | -26.0% | 0.00% | -25.0% |
| Q3 2021 | $76,000 | -1.3% | 453 | +1.6% | 0.00% | 0.0% |
| Q2 2021 | $77,000 | +1.3% | 446 | -3.0% | 0.00% | -20.0% |
| Q1 2021 | $76,000 | +65.2% | 460 | +42.4% | 0.01% | +66.7% |
| Q4 2020 | $46,000 | +64.3% | 323 | +25.7% | 0.00% | +50.0% |
| Q3 2020 | $28,000 | -20.0% | 257 | -21.6% | 0.00% | -33.3% |
| Q2 2020 | $35,000 | +66.7% | 328 | +35.0% | 0.00% | +50.0% |
| Q1 2020 | $21,000 | -8.7% | 243 | +41.3% | 0.00% | 0.0% |
| Q4 2019 | $23,000 | +4.5% | 172 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $22,000 | 0.0% | 172 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $22,000 | +4.8% | 172 | +1.2% | 0.00% | 0.0% |
| Q1 2019 | $21,000 | +10.5% | 170 | +3.7% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -17.4% | 164 | -4.1% | 0.00% | 0.0% |
| Q3 2018 | $23,000 | +4.5% | 171 | +4.3% | 0.00% | 0.0% |
| Q2 2018 | $22,000 | +46.7% | 164 | +36.7% | 0.00% | 0.0% |
| Q1 2018 | $15,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $15,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $15,000 | +7.1% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $14,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $14,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $14,000 | +7.7% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $13,000 | +8.3% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $12,000 | +71.4% | 120 | +71.4% | 0.00% | +100.0% |
| Q1 2016 | $7,000 | -22.2% | 70 | -30.7% | 0.00% | -50.0% |
| Q4 2015 | $9,000 | -10.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $10,000 | -16.7% | 101 | -9.0% | 0.00% | -33.3% |
| Q2 2015 | $12,000 | +100.0% | 111 | +101.8% | 0.00% | 0.0% |
| Q1 2015 | $6,000 | 0.0% | 55 | 0.0% | 0.00% | -25.0% |
| Q4 2014 | $6,000 | +20.0% | 55 | 0.0% | 0.00% | +100.0% |
| Q3 2014 | $5,000 | -16.7% | 55 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $6,000 | – | 55 | – | 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% |