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 | $976,418 | +0.9% | 6,122 | +4.7% | 0.08% | +1.3% |
Q2 2023 | $967,297 | +3.3% | 5,848 | -0.8% | 0.08% | -3.7% |
Q1 2023 | $936,130 | -9.4% | 5,897 | -9.3% | 0.08% | -11.0% |
Q4 2022 | $1,032,869 | +23.7% | 6,504 | +11.7% | 0.09% | +11.0% |
Q3 2022 | $835,000 | -14.9% | 5,823 | -11.0% | 0.08% | -14.6% |
Q2 2022 | $981,000 | -15.0% | 6,545 | -0.2% | 0.10% | -2.0% |
Q1 2022 | $1,154,000 | -3.4% | 6,558 | -1.7% | 0.10% | -4.9% |
Q4 2021 | $1,194,000 | -7.8% | 6,673 | -12.8% | 0.10% | -14.9% |
Q3 2021 | $1,295,000 | +2.1% | 7,649 | +4.7% | 0.12% | -0.8% |
Q2 2021 | $1,268,000 | +6.2% | 7,303 | +1.3% | 0.12% | -0.8% |
Q1 2021 | $1,194,000 | +20.4% | 7,207 | +3.3% | 0.12% | +7.9% |
Q4 2020 | $992,000 | +29.0% | 6,977 | +0.3% | 0.11% | +10.7% |
Q3 2020 | $769,000 | +224.5% | 6,954 | +214.1% | 0.10% | +186.1% |
Q2 2020 | $237,000 | +1.7% | 2,214 | -15.5% | 0.04% | -25.0% |
Q1 2020 | $233,000 | -33.0% | 2,619 | +3.0% | 0.05% | -15.8% |
Q4 2019 | $348,000 | – | 2,542 | – | 0.06% | – |
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% |