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 | $8,351,052 | -7.1% | 52,361 | -3.7% | 0.14% | -6.1% |
| Q2 2023 | $8,993,072 | -3.8% | 54,372 | -7.7% | 0.15% | -8.1% |
| Q1 2023 | $9,351,537 | -16.2% | 58,904 | -16.2% | 0.16% | -21.2% |
| Q4 2022 | $11,157,172 | +25.5% | 70,259 | +13.3% | 0.20% | +9.1% |
| Q3 2022 | $8,889,000 | +163.9% | 61,988 | +175.8% | 0.19% | +165.7% |
| Q2 2022 | $3,368,000 | -12.8% | 22,478 | +2.4% | 0.07% | -19.5% |
| Q1 2022 | $3,863,000 | +29.1% | 21,957 | +31.3% | 0.09% | +31.8% |
| Q4 2021 | $2,992,000 | +29.6% | 16,727 | +22.6% | 0.07% | +37.5% |
| Q3 2021 | $2,309,000 | -10.1% | 13,642 | -7.8% | 0.05% | -29.4% |
| Q2 2021 | $2,569,000 | +2.2% | 14,795 | -2.5% | 0.07% | +13.3% |
| Q1 2021 | $2,514,000 | +167.4% | 15,177 | +129.6% | 0.06% | +114.3% |
| Q4 2020 | $940,000 | +118.6% | 6,609 | +36.5% | 0.03% | +55.6% |
| Q1 2020 | $430,000 | – | 4,842 | +242000.0% | 0.02% | – |
| Q4 2018 | $0 | – | 2 | – | 0.00% | – |
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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% |