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 | $357,598 | 0.0% | 2,172 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $357,598 | -73.3% | 2,172 | -75.2% | 0.06% | -72.1% |
| Q1 2023 | $1,339,191 | +0.3% | 8,772 | +4.3% | 0.22% | +7.4% |
| Q4 2022 | $1,335,403 | -6.5% | 8,409 | -15.6% | 0.20% | -8.9% |
| Q3 2022 | $1,428,000 | -7.4% | 9,961 | -3.2% | 0.22% | -7.4% |
| Q2 2022 | $1,542,000 | -16.3% | 10,293 | -1.7% | 0.24% | -16.6% |
| Q1 2022 | $1,842,000 | -5.4% | 10,467 | -3.9% | 0.29% | +1.0% |
| Q4 2021 | $1,948,000 | +27.4% | 10,892 | +20.6% | 0.29% | +5.9% |
| Q3 2021 | $1,529,000 | +3.7% | 9,032 | +6.4% | 0.27% | -7.8% |
| Q2 2021 | $1,474,000 | +56.3% | 8,487 | +49.1% | 0.29% | +32.4% |
| Q1 2021 | $943,000 | -15.0% | 5,692 | -27.0% | 0.22% | -18.4% |
| Q4 2020 | $1,109,000 | +4165.4% | 7,795 | +3836.9% | 0.27% | +1842.9% |
| Q1 2018 | $26,000 | 0.0% | 198 | 0.0% | 0.01% | -6.7% |
| Q4 2017 | $26,000 | – | 198 | – | 0.02% | – |
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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% |