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 | $272,088 | +12.6% | 1,706 | +16.8% | 0.05% | +32.5% |
| Q2 2023 | $241,628 | +364.7% | 1,461 | +299.2% | 0.04% | +400.0% |
| Q4 2020 | $52,000 | +30.0% | 366 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $40,000 | +2.6% | 366 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $39,000 | +457.1% | 366 | +590.6% | 0.01% | +300.0% |
| Q4 2019 | $7,000 | -98.1% | 53 | -98.1% | 0.00% | -97.4% |
| Q3 2019 | $368,000 | +2.8% | 2,853 | +4.0% | 0.08% | +2.6% |
| Q2 2019 | $358,000 | +2.9% | 2,742 | +1.6% | 0.08% | -17.4% |
| Q1 2019 | $348,000 | +13.0% | 2,700 | 0.0% | 0.09% | +3.4% |
| Q4 2018 | $308,000 | -18.1% | 2,700 | 0.0% | 0.09% | -4.3% |
| Q3 2018 | $376,000 | +2.5% | 2,700 | 0.0% | 0.09% | -6.1% |
| Q2 2018 | $367,000 | +5.2% | 2,700 | 0.0% | 0.10% | +3.1% |
| Q1 2018 | $349,000 | -2.8% | 2,700 | 0.0% | 0.10% | +2.1% |
| Q4 2017 | $359,000 | +4.1% | 2,700 | 0.0% | 0.09% | 0.0% |
| Q3 2017 | $345,000 | +3.9% | 2,700 | 0.0% | 0.09% | 0.0% |
| Q2 2017 | $332,000 | 0.0% | 2,700 | 0.0% | 0.09% | -2.1% |
| Q1 2017 | $332,000 | +1.5% | 2,700 | 0.0% | 0.10% | -6.8% |
| Q4 2016 | $327,000 | +9.4% | 2,700 | 0.0% | 0.10% | +2.0% |
| Q3 2016 | $299,000 | +5.3% | 2,700 | 0.0% | 0.10% | +2.0% |
| Q2 2016 | $284,000 | – | 2,700 | – | 0.10% | – |
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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% |