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 | $1,024,349 | -3.9% | 6,423 | -0.3% | 0.04% | 0.0% |
| Q2 2023 | $1,065,794 | -5.6% | 6,444 | -9.4% | 0.04% | -13.0% |
| Q1 2023 | $1,129,221 | -6.7% | 7,113 | -6.7% | 0.05% | -14.8% |
| Q4 2022 | $1,210,153 | +25.4% | 7,621 | +13.3% | 0.05% | +8.0% |
| Q3 2022 | $965,000 | +24.5% | 6,726 | +30.1% | 0.05% | -2.0% |
| Q2 2022 | $775,000 | -75.4% | 5,171 | -71.1% | 0.05% | -71.0% |
| Q1 2022 | $3,149,000 | +236.1% | 17,896 | +241.5% | 0.18% | +252.0% |
| Q4 2021 | $937,000 | -0.5% | 5,240 | -5.9% | 0.05% | -10.7% |
| Q3 2021 | $942,000 | -12.2% | 5,568 | -9.9% | 0.06% | -12.5% |
| Q2 2021 | $1,073,000 | +6.0% | 6,181 | +1.1% | 0.06% | -7.2% |
| Q1 2021 | $1,012,000 | +6.2% | 6,112 | -8.8% | 0.07% | -2.8% |
| Q4 2020 | $953,000 | +31.4% | 6,702 | +2.3% | 0.07% | +12.7% |
| Q3 2020 | $725,000 | +92.8% | 6,552 | +86.5% | 0.06% | +70.3% |
| Q2 2020 | $376,000 | -72.6% | 3,514 | -77.2% | 0.04% | -80.1% |
| Q1 2020 | $1,371,000 | -32.7% | 15,440 | +3.9% | 0.19% | -14.3% |
| Q4 2019 | $2,037,000 | +156.2% | 14,863 | +141.0% | 0.22% | +106.7% |
| Q3 2019 | $795,000 | -36.6% | 6,167 | -35.8% | 0.10% | -35.6% |
| Q2 2019 | $1,253,000 | +235.0% | 9,602 | +230.6% | 0.16% | +196.4% |
| Q1 2019 | $374,000 | +22.2% | 2,904 | +8.1% | 0.06% | -8.3% |
| Q4 2018 | $306,000 | -9.2% | 2,686 | +11.2% | 0.06% | +17.6% |
| Q3 2018 | $337,000 | +12.0% | 2,416 | +8.9% | 0.05% | -26.1% |
| Q2 2018 | $301,000 | – | 2,219 | – | 0.07% | – |
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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% |