VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $203,643 | -7.9% | 1,282 | +2.1% | 0.09% | -3.2% |
| Q1 2022 | $221,000 | +0.9% | 1,256 | +2.4% | 0.09% | +4.5% |
| Q4 2021 | $219,000 | +5.8% | 1,227 | 0.0% | 0.09% | -6.3% |
| Q3 2021 | $207,000 | -2.8% | 1,227 | 0.0% | 0.10% | -3.1% |
| Q2 2021 | $213,000 | +4.9% | 1,227 | 0.0% | 0.10% | +3.2% |
| Q1 2021 | $203,000 | +14.0% | 1,227 | -3.4% | 0.10% | +18.8% |
| Q4 2020 | $178,000 | +26.2% | 1,270 | 0.0% | 0.08% | +9.6% |
| Q3 2020 | $141,000 | +3.7% | 1,270 | +0.2% | 0.07% | 0.0% |
| Q2 2020 | $136,000 | +202.2% | 1,268 | +239.9% | 0.07% | +143.3% |
| Q2 2017 | $45,000 | – | 373 | – | 0.03% | – |
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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% |