VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 965 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,867,057 | -6.0% | 30,516 | -2.5% | 1.36% | +1.0% |
| Q2 2023 | $5,178,815 | +3.6% | 31,311 | -0.5% | 1.34% | +3.7% |
| Q1 2023 | $4,997,265 | -1.2% | 31,477 | -1.2% | 1.30% | -4.7% |
| Q4 2022 | $5,059,186 | +6.2% | 31,859 | -4.1% | 1.36% | +0.4% |
| Q3 2022 | $4,762,000 | +22.0% | 33,211 | +27.5% | 1.35% | +28.8% |
| Q2 2022 | $3,902,000 | -38.5% | 26,042 | -27.7% | 1.05% | -29.6% |
| Q1 2022 | $6,340,000 | -2.2% | 36,033 | -0.6% | 1.49% | +0.3% |
| Q4 2021 | $6,483,000 | -3.1% | 36,249 | -8.3% | 1.49% | -3.0% |
| Q3 2021 | $6,690,000 | +14.4% | 39,526 | +17.4% | 1.53% | +12.1% |
| Q2 2021 | $5,849,000 | +19.7% | 33,680 | +14.1% | 1.37% | +15.3% |
| Q1 2021 | $4,887,000 | +18.8% | 29,510 | +2.0% | 1.19% | +13.5% |
| Q4 2020 | $4,115,000 | +34.9% | 28,937 | +5.0% | 1.05% | +23.2% |
| Q3 2020 | $3,050,000 | +6.5% | 27,569 | +2.9% | 0.85% | -1.2% |
| Q2 2020 | $2,864,000 | – | 26,784 | – | 0.86% | – |
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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% |