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 | $20,386,443 | -1.4% | 127,823 | +2.2% | 5.72% | +0.1% |
| Q2 2023 | $20,678,639 | +6.3% | 125,022 | +2.1% | 5.71% | +2.0% |
| Q1 2023 | $19,446,301 | +6.3% | 122,489 | +6.3% | 5.60% | +0.4% |
| Q4 2022 | $18,295,234 | +12.2% | 115,209 | +1.3% | 5.58% | +4.2% |
| Q3 2022 | $16,308,000 | -3.7% | 113,725 | +1.5% | 5.35% | +2.0% |
| Q2 2022 | $16,929,000 | -10.9% | 112,026 | +4.1% | 5.25% | +0.8% |
| Q1 2022 | $18,991,000 | +2.4% | 107,665 | +3.8% | 5.20% | +4.5% |
| Q4 2021 | $18,553,000 | 0.0% | 103,737 | -3.6% | 4.98% | -6.3% |
| Q3 2021 | $18,553,000 | +2.6% | 107,646 | +2.9% | 5.32% | +2.1% |
| Q2 2021 | $18,084,000 | +8.4% | 104,616 | +3.9% | 5.21% | +1.1% |
| Q1 2021 | $16,679,000 | +19.3% | 100,714 | +2.3% | 5.15% | +9.0% |
| Q4 2020 | $13,984,000 | +33.7% | 98,489 | +3.6% | 4.73% | +14.1% |
| Q3 2020 | $10,458,000 | +8.5% | 95,050 | +4.1% | 4.14% | +2.0% |
| Q2 2020 | $9,639,000 | +11.6% | 91,287 | +2.0% | 4.06% | +3.8% |
| Q1 2020 | $8,637,000 | -2.9% | 89,492 | +37.6% | 3.91% | +6.7% |
| Q4 2019 | $8,894,000 | +670.7% | 65,040 | +633.1% | 3.67% | +640.8% |
| Q3 2019 | $1,154,000 | +80.0% | 8,872 | +78.5% | 0.50% | +68.9% |
| Q2 2019 | $641,000 | – | 4,971 | – | 0.29% | – |
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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% |