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 | $408,118 | +0.3% | 2,559 | +4.1% | 0.07% | -1.4% |
| Q2 2023 | $406,737 | +10.9% | 2,459 | +6.5% | 0.07% | -4.2% |
| Q4 2022 | $366,614 | +18.3% | 2,309 | +6.9% | 0.07% | +14.3% |
| Q3 2022 | $310,000 | +23.5% | 2,160 | +28.9% | 0.06% | +26.0% |
| Q2 2022 | $251,000 | -11.0% | 1,676 | +4.5% | 0.05% | +4.2% |
| Q1 2022 | $282,000 | -1.4% | 1,604 | +0.2% | 0.05% | +2.1% |
| Q4 2021 | $286,000 | -1.7% | 1,601 | -6.8% | 0.05% | -11.3% |
| Q3 2021 | $291,000 | -2.0% | 1,717 | +0.3% | 0.05% | -1.9% |
| Q2 2021 | $297,000 | +5.3% | 1,712 | +0.6% | 0.05% | -1.8% |
| Q1 2021 | $282,000 | +13.3% | 1,702 | -3.0% | 0.06% | +5.8% |
| Q4 2020 | $249,000 | +18.0% | 1,754 | +15.0% | 0.05% | -39.5% |
| Q3 2018 | $211,000 | +1.4% | 1,525 | 0.0% | 0.09% | -25.9% |
| Q2 2018 | $208,000 | – | 1,525 | – | 0.12% | – |
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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% |