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 2020 | $6,070,000 | -1.6% | 54,867 | -4.9% | 1.30% | -7.8% |
| Q2 2020 | $6,171,000 | +28.1% | 57,716 | +6.4% | 1.41% | +6.3% |
| Q1 2020 | $4,816,000 | -65.4% | 54,230 | -46.7% | 1.33% | -21.0% |
| Q4 2019 | $13,934,000 | +16.6% | 101,662 | +9.6% | 1.68% | -42.2% |
| Q3 2019 | $11,947,000 | +33.8% | 92,720 | +35.5% | 2.91% | +27.0% |
| Q2 2019 | $8,932,000 | +1.3% | 68,420 | -0.1% | 2.29% | -7.6% |
| Q1 2019 | $8,816,000 | +62.5% | 68,481 | +44.0% | 2.48% | +37.4% |
| Q4 2018 | $5,426,000 | +38.4% | 47,572 | +69.1% | 1.80% | +54.6% |
| Q3 2018 | $3,920,000 | +2.5% | 28,125 | -0.1% | 1.17% | -4.5% |
| Q2 2018 | $3,823,000 | -50.3% | 28,154 | -52.6% | 1.22% | -3.6% |
| Q1 2018 | $7,686,000 | +105.9% | 59,388 | +111.3% | 1.27% | +0.7% |
| Q4 2017 | $3,732,000 | -48.5% | 28,106 | -50.4% | 1.26% | -12.8% |
| Q3 2017 | $7,248,000 | +0.1% | 56,718 | -3.7% | 1.44% | +0.3% |
| Q2 2017 | $7,240,000 | -2.2% | 58,902 | -2.3% | 1.44% | -7.2% |
| Q1 2017 | $7,406,000 | +1.2% | 60,280 | -0.4% | 1.55% | -3.7% |
| Q4 2016 | $7,320,000 | +19.2% | 60,492 | +9.0% | 1.61% | +11.6% |
| Q3 2016 | $6,142,000 | +7.9% | 55,504 | +2.7% | 1.44% | -3.4% |
| Q2 2016 | $5,692,000 | – | 54,044 | – | 1.50% | – |
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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% |