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 2021 | $1,114,000 | +2.1% | 6,581 | +4.8% | 0.44% | 0.0% |
| Q2 2021 | $1,091,000 | +46.2% | 6,282 | +39.4% | 0.44% | +39.3% |
| Q1 2021 | $746,000 | +16.4% | 4,506 | 0.0% | 0.31% | +13.4% |
| Q4 2020 | $641,000 | +6.5% | 4,506 | -17.2% | 0.28% | -6.8% |
| Q3 2020 | $602,000 | +2.9% | 5,439 | -0.5% | 0.30% | -8.4% |
| Q2 2020 | $585,000 | +20.4% | 5,469 | 0.0% | 0.32% | -3.3% |
| Q1 2020 | $486,000 | -43.8% | 5,469 | -13.2% | 0.33% | -29.1% |
| Q4 2019 | $864,000 | +2.9% | 6,301 | -3.4% | 0.47% | -10.3% |
| Q3 2019 | $840,000 | -3.4% | 6,522 | -2.2% | 0.52% | +1.2% |
| Q2 2019 | $870,000 | -6.2% | 6,668 | -7.5% | 0.52% | -6.1% |
| Q1 2019 | $928,000 | +12.9% | 7,207 | 0.0% | 0.55% | -2.1% |
| Q4 2018 | $822,000 | -19.0% | 7,207 | -1.1% | 0.56% | -10.6% |
| Q3 2018 | $1,015,000 | +2.6% | 7,285 | 0.0% | 0.63% | -2.8% |
| Q2 2018 | $989,000 | +7.9% | 7,285 | +2.8% | 0.65% | +1.6% |
| Q1 2018 | $917,000 | -6.7% | 7,087 | -4.3% | 0.64% | +3.4% |
| Q4 2017 | $983,000 | +23.2% | 7,403 | +18.5% | 0.62% | +18.4% |
| Q3 2017 | $798,000 | +9.3% | 6,245 | +5.2% | 0.52% | +3.6% |
| Q2 2017 | $730,000 | -2.7% | 5,939 | -2.7% | 0.50% | -7.3% |
| Q1 2017 | $750,000 | +0.3% | 6,101 | -1.3% | 0.54% | +0.6% |
| Q4 2016 | $748,000 | +7.3% | 6,184 | -1.8% | 0.54% | +4.2% |
| Q3 2016 | $697,000 | +15.8% | 6,298 | +10.2% | 0.52% | +5.5% |
| Q2 2016 | $602,000 | -2.0% | 5,713 | -5.2% | 0.49% | -5.7% |
| Q1 2016 | $614,000 | +1.8% | 6,026 | -1.2% | 0.52% | +2.3% |
| Q4 2015 | $603,000 | – | 6,102 | – | 0.51% | – |
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% |