VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $262,000 | +69.0% | 1,839 | +31.0% | 0.05% | +31.6% |
| Q3 2020 | $155,000 | +3.3% | 1,404 | 0.0% | 0.04% | -5.0% |
| Q2 2020 | $150,000 | +19.0% | 1,404 | 0.0% | 0.04% | -2.4% |
| Q1 2020 | $126,000 | -30.0% | 1,404 | +7.8% | 0.04% | -10.9% |
| Q4 2019 | $180,000 | -3.2% | 1,302 | -8.2% | 0.05% | -11.5% |
| Q3 2019 | $186,000 | 0.0% | 1,418 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $186,000 | +13.4% | 1,418 | +12.9% | 0.05% | +10.6% |
| Q1 2019 | $164,000 | +13.9% | 1,256 | 0.0% | 0.05% | -2.1% |
| Q4 2018 | $144,000 | -24.2% | 1,256 | -7.2% | 0.05% | -17.2% |
| Q3 2018 | $190,000 | -3.1% | 1,354 | -5.3% | 0.06% | -4.9% |
| Q2 2018 | $196,000 | -99.9% | 1,430 | +6.6% | 0.06% | +8.9% |
| Q1 2018 | $173,554,000 | -8.9% | 1,342 | -6.5% | 0.06% | -8.2% |
| Q4 2017 | $190,540,000 | +32.3% | 1,436 | +27.3% | 0.06% | +27.1% |
| Q3 2017 | $144,022,000 | -75.0% | 1,128 | -76.0% | 0.05% | -69.6% |
| Q2 2017 | $577,062,000 | +1.2% | 4,695 | +1.2% | 0.16% | -11.7% |
| Q1 2017 | $570,072,000 | +42.5% | 4,640 | +40.4% | 0.18% | +45.5% |
| Q4 2016 | $400,026,000 | -12.2% | 3,306 | -37.7% | 0.12% | +89.2% |
| Q3 2016 | $455,700,000 | +218.4% | 5,306 | +290.1% | 0.06% | +51.2% |
| Q2 2016 | $143,118,000 | +3.4% | 1,360 | +0.1% | 0.04% | +2.4% |
| Q1 2016 | $138,455,000 | +24.1% | 1,359 | +20.3% | 0.04% | +31.2% |
| Q4 2015 | $111,612,000 | +2.0% | 1,130 | 0.0% | 0.03% | -5.9% |
| Q3 2015 | $109,442,000 | -10.2% | 1,130 | 0.0% | 0.03% | 0.0% |
| Q2 2015 | $121,826,000 | -1.5% | 1,130 | 0.0% | 0.03% | -2.9% |
| Q1 2015 | $123,622,000 | +3.4% | 1,130 | 0.0% | 0.04% | +2.9% |
| Q4 2014 | $119,522,000 | +6.0% | 1,130 | 0.0% | 0.03% | +6.2% |
| Q3 2014 | $112,708,000 | – | 1,130 | – | 0.03% | – |
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% |