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 | $384,245 | -7.4% | 2,409 | -3.9% | 0.04% | 0.0% |
| Q2 2023 | $414,753 | +4.2% | 2,508 | +0.0% | 0.04% | -5.4% |
| Q1 2023 | $397,966 | -3.3% | 2,507 | -3.3% | 0.04% | -9.8% |
| Q4 2022 | $411,580 | +8.6% | 2,592 | -1.9% | 0.04% | 0.0% |
| Q3 2022 | $379,000 | -5.5% | 2,641 | -1.4% | 0.04% | +24.2% |
| Q2 2022 | $401,000 | -11.5% | 2,679 | +4.0% | 0.03% | +3.1% |
| Q1 2022 | $453,000 | -3.6% | 2,576 | -1.9% | 0.03% | +3.2% |
| Q4 2021 | $470,000 | +7.3% | 2,627 | +1.7% | 0.03% | -3.1% |
| Q3 2021 | $438,000 | +0.5% | 2,584 | +2.9% | 0.03% | +3.2% |
| Q2 2021 | $436,000 | +7.1% | 2,511 | +2.1% | 0.03% | -3.1% |
| Q1 2021 | $407,000 | +9.7% | 2,460 | -5.7% | 0.03% | +3.2% |
| Q4 2020 | $371,000 | +28.4% | 2,610 | 0.0% | 0.03% | +14.8% |
| Q3 2020 | $289,000 | -5.6% | 2,610 | -8.7% | 0.03% | -10.0% |
| Q2 2020 | $306,000 | +24.9% | 2,860 | +3.6% | 0.03% | -6.2% |
| Q1 2020 | $245,000 | -35.7% | 2,760 | -0.7% | 0.03% | -13.5% |
| Q4 2019 | $381,000 | +6.4% | 2,780 | 0.0% | 0.04% | -5.1% |
| Q3 2019 | $358,000 | -20.8% | 2,780 | -19.7% | 0.04% | -20.4% |
| Q2 2019 | $452,000 | -9.1% | 3,460 | -10.4% | 0.05% | -18.3% |
| Q1 2019 | $497,000 | +29.8% | 3,860 | +14.9% | 0.06% | 0.0% |
| Q4 2018 | $383,000 | -11.3% | 3,360 | +8.4% | 0.06% | +46.3% |
| Q3 2018 | $432,000 | +6.4% | 3,100 | +3.7% | 0.04% | +2.5% |
| Q2 2018 | $406,000 | -7.5% | 2,990 | -11.8% | 0.04% | -11.1% |
| Q1 2018 | $439,000 | +1.2% | 3,390 | +3.7% | 0.04% | -19.6% |
| Q4 2017 | $434,000 | +8.2% | 3,269 | +4.1% | 0.06% | +5.7% |
| Q3 2017 | $401,000 | -3.1% | 3,139 | -6.8% | 0.05% | -3.6% |
| Q2 2017 | $414,000 | +15.0% | 3,369 | +14.9% | 0.06% | +17.0% |
| Q1 2017 | $360,000 | +14.3% | 2,931 | +12.5% | 0.05% | +17.5% |
| Q4 2016 | $315,000 | +21.6% | 2,605 | +11.3% | 0.04% | +14.3% |
| Q3 2016 | $259,000 | +28.9% | 2,340 | +22.5% | 0.04% | +34.6% |
| Q2 2016 | $201,000 | – | 1,910 | – | 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% |