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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $508,128 | +5.2% | 3,072 | +1.0% | 0.11% | -10.2% |
| Q1 2023 | $483,114 | +0.8% | 3,043 | +0.8% | 0.12% | -0.8% |
| Q4 2022 | $479,288 | +2.9% | 3,018 | +3.9% | 0.12% | -4.0% |
| Q3 2022 | $466,000 | +7.9% | 2,905 | +0.7% | 0.12% | -1.6% |
| Q2 2022 | $432,000 | -14.3% | 2,885 | +0.7% | 0.13% | -20.3% |
| Q1 2022 | $504,000 | +0.4% | 2,866 | +2.2% | 0.16% | +1.3% |
| Q4 2021 | $502,000 | +7.5% | 2,805 | +1.8% | 0.16% | -2.5% |
| Q3 2021 | $467,000 | -1.5% | 2,756 | +1.0% | 0.16% | -3.0% |
| Q2 2021 | $474,000 | +0.6% | 2,730 | -3.9% | 0.16% | -9.3% |
| Q1 2021 | $471,000 | +13.8% | 2,842 | -2.3% | 0.18% | -1.1% |
| Q4 2020 | $414,000 | +30.2% | 2,908 | +1.1% | 0.18% | +15.7% |
| Q3 2020 | $318,000 | +3.9% | 2,875 | +0.5% | 0.16% | -3.6% |
| Q2 2020 | $306,000 | +5.9% | 2,862 | -12.1% | 0.16% | -13.6% |
| Q1 2020 | $289,000 | -34.9% | 3,255 | +0.4% | 0.19% | -24.2% |
| Q4 2019 | $444,000 | +7.0% | 3,242 | +0.7% | 0.25% | +0.8% |
| Q3 2019 | $415,000 | -0.5% | 3,221 | +0.8% | 0.25% | -1.2% |
| Q2 2019 | $417,000 | +1.7% | 3,195 | +0.4% | 0.25% | -3.4% |
| Q1 2019 | $410,000 | +12.9% | 3,183 | 0.0% | 0.26% | +0.4% |
| Q4 2018 | $363,000 | -18.4% | 3,183 | -5.2% | 0.26% | -12.1% |
| Q3 2018 | $445,000 | -4.1% | 3,358 | -1.8% | 0.30% | -12.9% |
| Q2 2018 | $464,000 | +4.3% | 3,419 | -0.6% | 0.34% | +0.9% |
| Q1 2018 | $445,000 | -4.5% | 3,438 | -2.1% | 0.34% | -19.3% |
| Q4 2017 | $466,000 | – | 3,512 | – | 0.42% | – |
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% |