VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,753,156 | +4.9% | 67,422 | +8.7% | 3.02% | -2.0% |
| Q2 2023 | $10,254,644 | +7.7% | 61,999 | +3.4% | 3.08% | +4.6% |
| Q1 2023 | $9,520,547 | -1.3% | 59,968 | -1.2% | 2.95% | -6.3% |
| Q4 2022 | $9,641,295 | +4.6% | 60,713 | -5.6% | 3.14% | -3.6% |
| Q3 2022 | $9,218,000 | -3.8% | 64,284 | +0.5% | 3.26% | -0.8% |
| Q2 2022 | $9,581,000 | -18.2% | 63,950 | -4.0% | 3.29% | -3.9% |
| Q1 2022 | $11,716,000 | +0.7% | 66,593 | -0.1% | 3.42% | +11.8% |
| Q4 2021 | $11,634,000 | +6.7% | 66,627 | +3.4% | 3.06% | -7.7% |
| Q3 2021 | $10,908,000 | +1.1% | 64,443 | +3.7% | 3.32% | -1.1% |
| Q2 2021 | $10,788,000 | +7.4% | 62,119 | +2.4% | 3.36% | +0.8% |
| Q1 2021 | $10,043,000 | +6.6% | 60,645 | +0.1% | 3.33% | +6.0% |
| Q4 2020 | $9,419,000 | +2.1% | 60,599 | -27.3% | 3.14% | +63.3% |
| Q3 2020 | $9,228,000 | +4.9% | 83,412 | +1.3% | 1.92% | +0.7% |
| Q2 2020 | $8,800,000 | +25.0% | 82,308 | +3.9% | 1.91% | +6.8% |
| Q1 2020 | $7,038,000 | – | 79,256 | – | 1.79% | – |
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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% |