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 | $529,985 | -1.4% | 3,323 | +2.2% | 0.02% | 0.0% |
| Q2 2023 | $537,715 | +8.5% | 3,251 | +4.1% | 0.02% | 0.0% |
| Q1 2023 | $495,648 | -0.0% | 3,122 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $495,773 | +9.0% | 3,122 | -1.5% | 0.02% | -5.9% |
| Q3 2022 | $455,000 | -5.8% | 3,171 | -1.6% | 0.02% | -5.6% |
| Q2 2022 | $483,000 | -15.9% | 3,221 | -1.2% | 0.02% | -5.3% |
| Q1 2022 | $574,000 | +14.3% | 3,260 | +16.1% | 0.02% | +11.8% |
| Q4 2021 | $502,000 | +3.5% | 2,807 | -2.0% | 0.02% | -10.5% |
| Q3 2021 | $485,000 | -0.4% | 2,863 | +2.0% | 0.02% | 0.0% |
| Q2 2021 | $487,000 | +4.7% | 2,807 | 0.0% | 0.02% | -5.0% |
| Q1 2021 | $465,000 | +16.5% | 2,807 | 0.0% | 0.02% | +5.3% |
| Q4 2020 | $399,000 | +28.3% | 2,807 | 0.0% | 0.02% | +18.8% |
| Q3 2020 | $311,000 | – | 2,807 | – | 0.02% | – |
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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% |