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 2020 | $1,173,000 | +15.1% | 8,251 | -10.4% | 0.10% | +1.0% |
| Q3 2020 | $1,019,000 | +2.4% | 9,213 | -1.0% | 0.10% | -4.7% |
| Q2 2020 | $995,000 | +18.9% | 9,306 | -1.3% | 0.11% | +10.4% |
| Q1 2020 | $837,000 | -38.9% | 9,430 | -5.6% | 0.10% | -23.8% |
| Q4 2019 | $1,370,000 | +10.8% | 9,993 | +4.1% | 0.13% | +4.1% |
| Q3 2019 | $1,237,000 | -5.4% | 9,597 | -4.2% | 0.12% | -6.2% |
| Q2 2019 | $1,307,000 | +1.4% | 10,013 | 0.0% | 0.13% | +3.2% |
| Q1 2019 | $1,289,000 | -0.8% | 10,013 | -12.1% | 0.12% | -14.4% |
| Q4 2018 | $1,299,000 | -30.4% | 11,385 | -15.0% | 0.15% | -23.2% |
| Q3 2018 | $1,867,000 | +2.6% | 13,399 | 0.0% | 0.19% | -3.1% |
| Q2 2018 | $1,819,000 | -25.7% | 13,399 | -30.0% | 0.20% | -35.3% |
| Q1 2018 | $2,448,000 | +25.7% | 19,155 | +30.6% | 0.30% | +32.9% |
| Q4 2017 | $1,948,000 | -20.4% | 14,670 | -23.4% | 0.23% | -24.8% |
| Q3 2017 | $2,448,000 | +2.4% | 19,155 | -1.5% | 0.30% | -2.3% |
| Q2 2017 | $2,390,000 | -2.0% | 19,442 | -2.0% | 0.31% | -6.3% |
| Q1 2017 | $2,438,000 | -5.7% | 19,843 | -7.1% | 0.33% | -14.0% |
| Q4 2016 | $2,586,000 | +9.7% | 21,368 | +0.3% | 0.38% | +4.9% |
| Q3 2016 | $2,358,000 | -0.3% | 21,304 | -5.1% | 0.37% | -3.9% |
| Q2 2016 | $2,364,000 | -17.9% | 22,451 | -20.5% | 0.38% | -19.9% |
| Q1 2016 | $2,878,000 | -17.8% | 28,247 | -20.3% | 0.48% | -21.3% |
| Q4 2015 | $3,503,000 | -0.6% | 35,463 | -2.5% | 0.61% | -7.8% |
| Q3 2015 | $3,523,000 | -10.7% | 36,378 | -0.6% | 0.66% | -9.5% |
| Q2 2015 | $3,946,000 | -3.4% | 36,599 | -2.0% | 0.73% | -2.6% |
| Q1 2015 | $4,084,000 | +2.4% | 37,334 | -1.0% | 0.74% | -48.5% |
| Q4 2014 | $3,987,000 | +4.2% | 37,696 | -1.8% | 1.45% | -11.2% |
| Q3 2014 | $3,827,000 | -8.8% | 38,373 | -3.5% | 1.63% | -9.1% |
| Q2 2014 | $4,197,000 | +4.2% | 39,781 | -0.6% | 1.80% | -5.6% |
| Q1 2014 | $4,028,000 | +2.9% | 40,025 | -0.4% | 1.90% | -18.5% |
| Q4 2013 | $3,913,000 | – | 40,188 | – | 2.33% | – |
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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% |