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 | $3,525,585 | -1.6% | 22,106 | +2.0% | 0.44% | -3.9% |
| Q2 2023 | $3,583,637 | -38.8% | 21,666 | -41.3% | 0.46% | -41.1% |
| Q1 2023 | $5,858,627 | -30.9% | 36,902 | -30.9% | 0.78% | -33.9% |
| Q4 2022 | $8,481,094 | +56.8% | 53,407 | +41.6% | 1.17% | +37.6% |
| Q3 2022 | $5,408,000 | +1.7% | 37,714 | +6.3% | 0.85% | +6.0% |
| Q2 2022 | $5,315,000 | -14.3% | 35,478 | +0.6% | 0.80% | -2.5% |
| Q1 2022 | $6,202,000 | -50.7% | 35,249 | -49.9% | 0.83% | -48.2% |
| Q4 2021 | $12,579,000 | -0.8% | 70,333 | -6.1% | 1.60% | -8.0% |
| Q3 2021 | $12,676,000 | -9.2% | 74,893 | -6.9% | 1.73% | -9.0% |
| Q2 2021 | $13,968,000 | +416.8% | 80,434 | +323.1% | 1.90% | +376.0% |
| Q4 2020 | $2,703,000 | +26.9% | 19,011 | -1.3% | 0.40% | +11.4% |
| Q3 2020 | $2,130,000 | +9.9% | 19,258 | +6.3% | 0.36% | +4.1% |
| Q2 2020 | $1,938,000 | +48.5% | 18,122 | +23.3% | 0.34% | +14.6% |
| Q1 2020 | $1,305,000 | +17.3% | 14,692 | +81.0% | 0.30% | -5.6% |
| Q4 2019 | $1,113,000 | +11.6% | 8,118 | +4.9% | 0.32% | +6.0% |
| Q3 2019 | $997,000 | +9.1% | 7,740 | +10.5% | 0.30% | -1.0% |
| Q2 2019 | $914,000 | +18.9% | 7,002 | +3.8% | 0.30% | -0.7% |
| Q4 2018 | $769,000 | +14.9% | 6,745 | +40.5% | 0.31% | +13.3% |
| Q3 2018 | $669,000 | +6.7% | 4,802 | +3.9% | 0.27% | -1.8% |
| Q2 2018 | $627,000 | +14.6% | 4,621 | +9.3% | 0.28% | -3.2% |
| Q1 2018 | $547,000 | +21.8% | 4,226 | +24.9% | 0.28% | +45.6% |
| Q4 2017 | $449,000 | +32.4% | 3,383 | +27.3% | 0.20% | +19.6% |
| Q3 2017 | $339,000 | +44.9% | 2,657 | +39.5% | 0.16% | +45.5% |
| Q2 2017 | $234,000 | +6.4% | 1,904 | +6.1% | 0.11% | +5.7% |
| Q1 2017 | $220,000 | +1122.2% | 1,794 | +1128.8% | 0.11% | +1077.8% |
| Q4 2016 | $18,000 | – | 146 | – | 0.01% | – |
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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% |