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 | $211,301 | +19.0% | 1,325 | +23.4% | 0.02% | +16.7% |
| Q2 2023 | $177,612 | +4.9% | 1,074 | +0.8% | 0.02% | -10.0% |
| Q1 2023 | $169,262 | +27.1% | 1,066 | +27.2% | 0.02% | +25.0% |
| Q4 2022 | $133,143 | -47.2% | 838 | -52.3% | 0.02% | -51.5% |
| Q3 2022 | $252,000 | -4.2% | 1,755 | +0.1% | 0.03% | +3.1% |
| Q2 2022 | $263,000 | -23.5% | 1,754 | -10.2% | 0.03% | -13.5% |
| Q1 2022 | $344,000 | +7.5% | 1,953 | +9.2% | 0.04% | -2.6% |
| Q4 2021 | $320,000 | -4.8% | 1,789 | -9.7% | 0.04% | -9.5% |
| Q3 2021 | $336,000 | -2.3% | 1,982 | 0.0% | 0.04% | -2.3% |
| Q2 2021 | $344,000 | -0.6% | 1,982 | -5.1% | 0.04% | -12.2% |
| Q1 2021 | $346,000 | +2.4% | 2,088 | -12.0% | 0.05% | -2.0% |
| Q4 2020 | $338,000 | +41.4% | 2,373 | +10.1% | 0.05% | +11.1% |
| Q3 2020 | $239,000 | +251.5% | 2,156 | +236.9% | 0.04% | +221.4% |
| Q2 2020 | $68,000 | +33.3% | 640 | +10.5% | 0.01% | +16.7% |
| Q1 2020 | $51,000 | -42.7% | 579 | -11.2% | 0.01% | -50.0% |
| Q4 2019 | $89,000 | -2.2% | 652 | -7.9% | 0.02% | -4.0% |
| Q3 2019 | $91,000 | -12.5% | 708 | -12.2% | 0.02% | -21.9% |
| Q2 2019 | $104,000 | +1.0% | 806 | +0.9% | 0.03% | -15.8% |
| Q1 2019 | $103,000 | +13.2% | 799 | 0.0% | 0.04% | -2.6% |
| Q4 2018 | $91,000 | – | 799 | – | 0.04% | – |
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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% |