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 | $1,604,909 | -5.2% | 10,063 | -1.1% | 0.36% | -3.0% |
| Q2 2023 | $1,692,115 | +5.5% | 10,171 | +0.7% | 0.37% | -0.3% |
| Q1 2023 | $1,604,057 | -6.5% | 10,104 | +0.3% | 0.37% | -7.4% |
| Q4 2022 | $1,714,894 | +16.6% | 10,071 | -1.8% | 0.40% | -0.5% |
| Q3 2022 | $1,471,000 | -6.1% | 10,255 | -0.5% | 0.40% | +1.2% |
| Q2 2022 | $1,566,000 | -14.8% | 10,309 | -0.8% | 0.40% | -0.2% |
| Q1 2022 | $1,838,000 | +8.0% | 10,392 | +2.9% | 0.40% | +5.0% |
| Q4 2021 | $1,702,000 | +3.7% | 10,101 | +8.5% | 0.38% | +5.5% |
| Q3 2021 | $1,641,000 | +5.5% | 9,308 | +3.6% | 0.36% | +1.7% |
| Q2 2021 | $1,556,000 | +4.4% | 8,982 | +4.2% | 0.36% | -3.5% |
| Q1 2021 | $1,490,000 | +17.0% | 8,622 | +2.7% | 0.37% | +0.3% |
| Q4 2020 | $1,274,000 | +26.5% | 8,398 | -0.8% | 0.37% | -2.6% |
| Q3 2020 | $1,007,000 | +10.5% | 8,469 | +1.4% | 0.38% | +4.4% |
| Q2 2020 | $911,000 | +142.9% | 8,348 | +87.0% | 0.36% | +85.6% |
| Q1 2020 | $375,000 | -9.6% | 4,464 | +47.9% | 0.20% | +18.2% |
| Q4 2019 | $415,000 | +43.1% | 3,019 | +32.6% | 0.16% | +28.9% |
| Q3 2019 | $290,000 | – | 2,277 | – | 0.13% | – |
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% |