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 | $3,334,728 | +6.9% | 20,909 | +10.9% | 0.58% | +9.1% |
| Q2 2023 | $3,118,230 | +4.1% | 18,853 | -0.1% | 0.53% | +1.7% |
| Q1 2023 | $2,996,536 | +3.4% | 18,875 | +3.4% | 0.52% | +0.6% |
| Q4 2022 | $2,897,908 | +18.0% | 18,249 | +6.6% | 0.52% | +9.8% |
| Q3 2022 | $2,455,000 | +19.6% | 17,122 | +24.9% | 0.47% | +27.8% |
| Q2 2022 | $2,053,000 | +14.8% | 13,705 | +34.8% | 0.37% | +29.7% |
| Q1 2022 | $1,788,000 | +12.2% | 10,164 | +15.3% | 0.28% | +15.5% |
| Q4 2021 | $1,593,000 | +19.1% | 8,813 | +11.6% | 0.24% | +11.9% |
| Q3 2021 | $1,337,000 | +8.9% | 7,899 | +11.8% | 0.22% | +8.4% |
| Q2 2021 | $1,228,000 | +19.9% | 7,068 | +14.4% | 0.20% | +12.8% |
| Q1 2021 | $1,024,000 | +48.4% | 6,181 | +27.4% | 0.18% | +53.0% |
| Q4 2020 | $690,000 | +36.9% | 4,853 | +6.5% | 0.12% | +64.8% |
| Q3 2020 | $504,000 | +10.3% | 4,557 | +6.7% | 0.07% | +2.9% |
| Q2 2020 | $457,000 | +33.6% | 4,271 | +11.0% | 0.07% | +9.5% |
| Q1 2020 | $342,000 | -30.1% | 3,847 | +7.8% | 0.06% | -20.3% |
| Q4 2019 | $489,000 | +15.9% | 3,567 | +13.5% | 0.08% | +14.5% |
| Q3 2019 | $422,000 | +54.0% | 3,142 | +49.5% | 0.07% | -40.5% |
| Q2 2019 | $274,000 | +10.0% | 2,102 | +8.6% | 0.12% | +3.6% |
| Q1 2019 | $249,000 | -64.9% | 1,936 | -68.8% | 0.11% | -68.6% |
| Q4 2018 | $709,000 | +208.3% | 6,213 | +277.0% | 0.36% | +246.6% |
| Q3 2018 | $230,000 | +117.0% | 1,648 | +111.3% | 0.10% | +98.1% |
| Q2 2018 | $106,000 | +1077.8% | 780 | +1014.3% | 0.05% | +940.0% |
| Q1 2018 | $9,000 | 0.0% | 70 | 0.0% | 0.01% | +25.0% |
| Q4 2017 | $9,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $9,000 | 0.0% | 70 | 0.0% | 0.00% | -20.0% |
| Q2 2017 | $9,000 | 0.0% | 70 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $9,000 | +12.5% | 70 | 0.0% | 0.01% | +25.0% |
| Q4 2016 | $8,000 | – | 70 | – | 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% |