VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 976 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,105,000 | +7.0% | 6,672 | -8.3% | 0.22% | -2.7% |
| Q4 2020 | $1,033,000 | +0.6% | 7,275 | -21.6% | 0.22% | -8.6% |
| Q3 2020 | $1,027,000 | +1.2% | 9,279 | -2.3% | 0.24% | -3.9% |
| Q2 2020 | $1,015,000 | +4.2% | 9,497 | -13.4% | 0.25% | -11.2% |
| Q1 2020 | $974,000 | -17.3% | 10,964 | +27.6% | 0.29% | -1.0% |
| Q4 2019 | $1,178,000 | +6.8% | 8,592 | +0.4% | 0.29% | -6.5% |
| Q3 2019 | $1,103,000 | -2.0% | 8,561 | -0.7% | 0.31% | -6.1% |
| Q2 2019 | $1,125,000 | -5.7% | 8,620 | -7.0% | 0.33% | -9.4% |
| Q1 2019 | $1,193,000 | +7.6% | 9,267 | -4.7% | 0.36% | -7.4% |
| Q4 2018 | $1,109,000 | -25.3% | 9,720 | -8.8% | 0.39% | -15.0% |
| Q3 2018 | $1,485,000 | +1.4% | 10,658 | -1.2% | 0.46% | -6.7% |
| Q2 2018 | $1,465,000 | -0.3% | 10,788 | -5.0% | 0.49% | -4.1% |
| Q1 2018 | $1,470,000 | -8.3% | 11,359 | -5.9% | 0.52% | -7.7% |
| Q4 2017 | $1,603,000 | +0.6% | 12,070 | -3.2% | 0.56% | -4.1% |
| Q3 2017 | $1,594,000 | +1.7% | 12,472 | -2.2% | 0.58% | +5.1% |
| Q2 2017 | $1,567,000 | -34.9% | 12,748 | -34.9% | 0.55% | -44.1% |
| Q1 2017 | $2,408,000 | -3.4% | 19,596 | -4.8% | 0.99% | -10.0% |
| Q4 2016 | $2,492,000 | – | 20,591 | – | 1.10% | – |
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% |