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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $165,400 | +4.2% | 1,000 | 0.0% | 0.02% | +6.2% |
| Q1 2023 | $158,760 | -9.5% | 1,000 | -9.5% | 0.02% | -15.8% |
| Q4 2022 | $175,474 | +22.7% | 1,105 | +10.5% | 0.02% | +11.8% |
| Q3 2022 | $143,000 | -4.7% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $150,000 | -14.8% | 1,000 | 0.0% | 0.02% | -10.5% |
| Q1 2022 | $176,000 | -53.7% | 1,000 | -52.9% | 0.02% | -52.5% |
| Q4 2021 | $380,000 | +120.9% | 2,122 | +108.9% | 0.04% | +110.5% |
| Q3 2021 | $172,000 | -2.3% | 1,016 | 0.0% | 0.02% | -9.5% |
| Q2 2021 | $176,000 | +6.0% | 1,016 | +1.6% | 0.02% | 0.0% |
| Q1 2021 | $166,000 | +16.9% | 1,000 | 0.0% | 0.02% | +5.0% |
| Q4 2020 | $142,000 | +27.9% | 1,000 | 0.0% | 0.02% | +11.1% |
| Q3 2020 | $111,000 | -29.3% | 1,000 | -31.9% | 0.02% | -33.3% |
| Q2 2020 | $157,000 | +67.0% | 1,468 | +38.6% | 0.03% | +42.1% |
| Q1 2020 | $94,000 | -35.2% | 1,059 | 0.0% | 0.02% | -26.9% |
| Q4 2019 | $145,000 | +6.6% | 1,059 | 0.0% | 0.03% | -3.7% |
| Q3 2019 | $136,000 | -5.6% | 1,059 | -3.7% | 0.03% | -3.6% |
| Q2 2019 | $144,000 | -2.7% | 1,100 | -4.4% | 0.03% | -6.7% |
| Q1 2019 | $148,000 | +13.0% | 1,151 | 0.0% | 0.03% | -3.2% |
| Q4 2018 | $131,000 | -16.6% | 1,151 | +2.1% | 0.03% | -8.8% |
| Q3 2018 | $157,000 | +2.6% | 1,127 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $153,000 | – | 1,127 | – | 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% |