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 | $1,540,430 | -4.9% | 9,658 | -1.4% | 0.64% | -0.9% |
| Q2 2023 | $1,620,620 | +6.3% | 9,798 | +2.0% | 0.65% | +0.3% |
| Q1 2023 | $1,524,876 | -1.8% | 9,605 | -1.8% | 0.65% | -8.2% |
| Q4 2022 | $1,552,687 | +6.2% | 9,778 | -4.1% | 0.71% | +1.1% |
| Q3 2022 | $1,462,000 | -6.9% | 10,198 | -2.7% | 0.70% | -7.4% |
| Q2 2022 | $1,571,000 | -15.8% | 10,485 | -1.1% | 0.75% | -4.6% |
| Q1 2022 | $1,865,000 | -5.0% | 10,602 | -3.4% | 0.79% | -3.3% |
| Q4 2021 | $1,963,000 | -1.1% | 10,978 | -6.4% | 0.82% | -10.2% |
| Q3 2021 | $1,985,000 | -7.3% | 11,729 | -4.9% | 0.91% | -9.4% |
| Q2 2021 | $2,142,000 | -5.9% | 12,335 | -10.3% | 1.00% | -16.7% |
| Q1 2021 | $2,276,000 | -12.5% | 13,746 | -24.8% | 1.20% | -18.7% |
| Q4 2020 | $2,600,000 | +26.4% | 18,284 | -1.7% | 1.48% | +15.5% |
| Q3 2020 | $2,057,000 | +11.6% | 18,593 | +7.8% | 1.28% | +3.0% |
| Q2 2020 | $1,844,000 | +89.7% | 17,244 | +57.6% | 1.25% | +58.9% |
| Q1 2020 | $972,000 | -36.9% | 10,944 | -2.6% | 0.78% | -26.8% |
| Q4 2019 | $1,540,000 | +1.7% | 11,236 | -4.4% | 1.07% | -5.2% |
| Q3 2019 | $1,514,000 | +16.9% | 11,752 | +18.5% | 1.13% | +13.7% |
| Q2 2019 | $1,295,000 | +8.9% | 9,921 | +7.4% | 1.00% | +5.0% |
| Q1 2019 | $1,189,000 | +11.4% | 9,236 | -1.3% | 0.95% | +2.8% |
| Q4 2018 | $1,067,000 | +77.5% | 9,357 | +116.9% | 0.92% | +81.9% |
| Q3 2018 | $601,000 | +13.2% | 4,313 | +10.3% | 0.51% | +2.8% |
| Q2 2018 | $531,000 | +29.5% | 3,910 | +23.5% | 0.49% | +20.2% |
| Q1 2018 | $410,000 | +1.5% | 3,167 | +4.0% | 0.41% | -1.0% |
| Q4 2017 | $404,000 | – | 3,044 | – | 0.41% | – |
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% |