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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $256,000 | +21.3% | 1,546 | +4.0% | 0.02% | +19.0% |
| Q4 2020 | $211,000 | -58.0% | 1,486 | -68.4% | 0.02% | -65.6% |
| Q2 2020 | $502,000 | +13.6% | 4,698 | -5.6% | 0.06% | -6.2% |
| Q1 2020 | $442,000 | -40.4% | 4,975 | -8.0% | 0.06% | -24.4% |
| Q4 2019 | $741,000 | +147.0% | 5,409 | +139.1% | 0.09% | +126.3% |
| Q3 2019 | $300,000 | -56.6% | 2,262 | -57.3% | 0.04% | -57.3% |
| Q2 2019 | $692,000 | -11.7% | 5,300 | -13.0% | 0.09% | -13.6% |
| Q1 2019 | $784,000 | +7.5% | 6,095 | +4.7% | 0.10% | +1.0% |
| Q4 2018 | $729,000 | -17.2% | 5,823 | -7.8% | 0.10% | -6.4% |
| Q3 2018 | $880,000 | -3.1% | 6,316 | -5.5% | 0.11% | -9.2% |
| Q2 2018 | $908,000 | -6.0% | 6,684 | -10.4% | 0.12% | -0.8% |
| Q1 2018 | $966,000 | -4.7% | 7,461 | -2.3% | 0.12% | -1.6% |
| Q4 2017 | $1,014,000 | – | 7,638 | – | 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% |