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 | $14,637,544 | +10.5% | 91,777 | +14.6% | 1.20% | +9.8% |
| Q2 2023 | $13,249,602 | +24.7% | 80,106 | +19.7% | 1.09% | +14.3% |
| Q1 2023 | $10,624,992 | +161153.5% | 66,925 | +81.7% | 0.96% | +47.1% |
| Q4 2022 | $6,589 | -99.9% | 36,840 | -24.9% | 0.65% | -14.8% |
| Q3 2022 | $7,038,000 | +9.6% | 49,082 | +14.5% | 0.76% | +12.4% |
| Q2 2022 | $6,420,000 | -22.1% | 42,851 | -8.6% | 0.68% | -12.9% |
| Q1 2022 | $8,246,000 | +25.1% | 46,869 | +27.2% | 0.78% | +20.0% |
| Q4 2021 | $6,589,000 | +32.2% | 36,840 | +25.1% | 0.65% | +17.3% |
| Q3 2021 | $4,984,000 | +22.2% | 29,447 | +23.9% | 0.55% | +19.7% |
| Q2 2021 | $4,080,000 | +88.9% | 23,770 | +82.2% | 0.46% | +51.8% |
| Q1 2021 | $2,160,000 | +78.8% | 13,046 | +61.2% | 0.30% | +64.9% |
| Q4 2020 | $1,208,000 | +175.2% | 8,092 | +104.0% | 0.18% | +122.9% |
| Q3 2020 | $439,000 | +4.8% | 3,966 | +1.2% | 0.08% | -6.7% |
| Q2 2020 | $419,000 | +2105.3% | 3,919 | +2781.6% | 0.09% | +1171.4% |
| Q3 2018 | $19,000 | +5.6% | 136 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $18,000 | -52.6% | 136 | -54.2% | 0.01% | -58.8% |
| Q1 2018 | $38,000 | – | 297 | – | 0.02% | – |
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% |