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 | $19,387,436 | +6.1% | 121,559 | +10.0% | 0.12% | +5.5% |
| Q2 2023 | $18,280,957 | -12.6% | 110,526 | -16.1% | 0.11% | -18.5% |
| Q1 2023 | $20,905,530 | -8.9% | 131,680 | -8.9% | 0.14% | -18.7% |
| Q4 2022 | $22,960,311 | +35.4% | 144,586 | +22.3% | 0.17% | +23.9% |
| Q3 2022 | $16,958,000 | +0.3% | 118,256 | +4.8% | 0.13% | -0.7% |
| Q2 2022 | $16,909,000 | -22.4% | 112,863 | -8.8% | 0.14% | -9.4% |
| Q1 2022 | $21,785,000 | +4.9% | 123,818 | +6.6% | 0.15% | +2.8% |
| Q4 2021 | $20,764,000 | +48.1% | 116,098 | +40.2% | 0.14% | +26.1% |
| Q3 2021 | $14,017,000 | -15.4% | 82,811 | -13.2% | 0.12% | -20.7% |
| Q2 2021 | $16,563,000 | +25.6% | 95,377 | +19.8% | 0.14% | +9.0% |
| Q1 2021 | $13,190,000 | +16.4% | 79,644 | -0.0% | 0.13% | +3.1% |
| Q4 2020 | $11,329,000 | +44.0% | 79,665 | +12.0% | 0.13% | +15.2% |
| Q3 2020 | $7,866,000 | +24.5% | 71,106 | +20.3% | 0.11% | +14.3% |
| Q2 2020 | $6,320,000 | +52.7% | 59,111 | +26.8% | 0.10% | +3.2% |
| Q1 2020 | $4,140,000 | -24.7% | 46,626 | +16.3% | 0.10% | -20.2% |
| Q4 2019 | $5,495,000 | +14.5% | 40,086 | +7.7% | 0.12% | -14.4% |
| Q3 2019 | $4,798,000 | +1.9% | 37,234 | +3.3% | 0.14% | -1.4% |
| Q2 2019 | $4,707,000 | +197.2% | 36,058 | +193.0% | 0.14% | +28.2% |
| Q1 2019 | $1,584,000 | +311.4% | 12,307 | +265.1% | 0.11% | +66.7% |
| Q4 2018 | $385,000 | -80.8% | 3,371 | -76.5% | 0.07% | -40.0% |
| Q3 2018 | $2,000,000 | +83.2% | 14,351 | +78.5% | 0.11% | +48.6% |
| Q2 2018 | $1,092,000 | +26.7% | 8,041 | +20.8% | 0.07% | +10.4% |
| Q1 2018 | $862,000 | +19.9% | 6,659 | +23.0% | 0.07% | +6.3% |
| Q4 2017 | $719,000 | +144.6% | 5,415 | +135.2% | 0.06% | +133.3% |
| Q3 2017 | $294,000 | – | 2,302 | – | 0.03% | – |
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% |