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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,391,615 | +10.9% | 15,064 | +10.9% | 0.86% | +6.5% |
| Q4 2022 | $2,157,250 | +18.9% | 13,585 | +7.4% | 0.80% | +7.8% |
| Q3 2022 | $1,814,000 | +0.2% | 12,649 | +4.7% | 0.75% | +6.0% |
| Q2 2022 | $1,810,000 | +8.8% | 12,086 | +27.7% | 0.70% | +21.3% |
| Q1 2022 | $1,664,000 | +41.4% | 9,463 | +43.8% | 0.58% | +46.3% |
| Q4 2021 | $1,177,000 | +13.7% | 6,580 | +7.6% | 0.40% | +5.3% |
| Q3 2021 | $1,035,000 | +4.7% | 6,115 | +7.4% | 0.38% | +3.3% |
| Q2 2021 | $989,000 | +6.0% | 5,692 | +1.1% | 0.36% | -0.3% |
| Q1 2021 | $933,000 | +98.5% | 5,631 | +70.5% | 0.37% | +80.3% |
| Q4 2020 | $470,000 | +305.2% | 3,303 | +214.6% | 0.20% | +256.1% |
| Q3 2020 | $116,000 | -1.7% | 1,050 | -20.8% | 0.06% | -17.4% |
| Q1 2020 | $118,000 | -90.2% | 1,325 | -85.0% | 0.07% | -87.8% |
| Q4 2019 | $1,210,000 | +770.5% | 8,825 | +720.9% | 0.57% | +698.6% |
| Q3 2019 | $139,000 | +17.8% | 1,075 | +26.5% | 0.07% | +4.4% |
| Q3 2018 | $118,000 | +2.6% | 850 | 0.0% | 0.07% | -4.2% |
| Q2 2018 | $115,000 | – | 850 | – | 0.07% | – |
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% |