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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $5,548,000 | +1.6% | 31,019 | -3.8% | 1.44% | -4.6% |
| Q3 2021 | $5,459,000 | -0.1% | 32,252 | +2.5% | 1.51% | -4.2% |
| Q2 2021 | $5,465,000 | +13.4% | 31,469 | +8.1% | 1.58% | +13.3% |
| Q1 2021 | $4,820,000 | +3.6% | 29,104 | -11.0% | 1.39% | -10.4% |
| Q4 2020 | $4,652,000 | +36.1% | 32,711 | +5.9% | 1.55% | +21.3% |
| Q3 2020 | $3,418,000 | +39.3% | 30,900 | +34.6% | 1.28% | +26.2% |
| Q2 2020 | $2,454,000 | -2.7% | 22,955 | -19.1% | 1.02% | -20.6% |
| Q1 2020 | $2,521,000 | -27.8% | 28,392 | +11.4% | 1.28% | -9.2% |
| Q4 2019 | $3,494,000 | +3.3% | 25,489 | -2.9% | 1.41% | +0.8% |
| Q3 2019 | $3,384,000 | -1.4% | 26,261 | -0.1% | 1.40% | -2.9% |
| Q2 2019 | $3,433,000 | -0.4% | 26,296 | -1.8% | 1.44% | +3.5% |
| Q1 2019 | $3,447,000 | -40.5% | 26,776 | -47.2% | 1.39% | -41.9% |
| Q4 2018 | $5,789,000 | +145.5% | 50,752 | +177.3% | 2.39% | +147.8% |
| Q3 2018 | $2,358,000 | +7.0% | 18,305 | +12.8% | 0.96% | +15.7% |
| Q2 2018 | $2,203,000 | +17.5% | 16,227 | +12.0% | 0.83% | +20.3% |
| Q1 2018 | $1,875,000 | -3.0% | 14,484 | -0.5% | 0.69% | -1.4% |
| Q4 2017 | $1,933,000 | +3.1% | 14,558 | -0.7% | 0.70% | -3.3% |
| Q3 2017 | $1,874,000 | -0.1% | 14,661 | -3.9% | 0.73% | -7.0% |
| Q2 2017 | $1,875,000 | -4.5% | 15,255 | -4.5% | 0.78% | -7.9% |
| Q1 2017 | $1,963,000 | -6.0% | 15,977 | -7.5% | 0.85% | -11.7% |
| Q4 2016 | $2,089,000 | +7.6% | 17,264 | -1.6% | 0.96% | +6.7% |
| Q3 2016 | $1,942,000 | -5.2% | 17,553 | -9.8% | 0.90% | -9.1% |
| Q2 2016 | $2,049,000 | -14.4% | 19,454 | -17.2% | 0.99% | -13.7% |
| Q1 2016 | $2,393,000 | -29.5% | 23,491 | -31.6% | 1.15% | -23.9% |
| Q4 2015 | $3,392,000 | – | 34,345 | – | 1.51% | – |
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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% |