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 | $2,196,200 | +5.4% | 13,770 | +9.3% | 0.04% | +8.3% |
| Q2 2023 | $2,084,097 | +137555.0% | 12,600 | +32.1% | 0.04% | +16.1% |
| Q1 2023 | $1,514 | +33.2% | 9,539 | +33.2% | 0.03% | 0.0% |
| Q4 2022 | $1,137 | -99.9% | 7,162 | +16.2% | 0.03% | +10.7% |
| Q3 2022 | $884,000 | -0.7% | 6,165 | +3.8% | 0.03% | 0.0% |
| Q2 2022 | $890,000 | -10.8% | 5,938 | +4.7% | 0.03% | -9.7% |
| Q1 2022 | $998,000 | -0.8% | 5,674 | +0.9% | 0.03% | +3.3% |
| Q4 2021 | $1,006,000 | -34.3% | 5,623 | -37.9% | 0.03% | -40.0% |
| Q3 2021 | $1,532,000 | -6.5% | 9,049 | -4.1% | 0.05% | -13.8% |
| Q2 2021 | $1,638,000 | +2.6% | 9,435 | -2.1% | 0.06% | -12.1% |
| Q1 2021 | $1,596,000 | +72.4% | 9,637 | +48.0% | 0.07% | +50.0% |
| Q4 2020 | $926,000 | +31.9% | 6,512 | +2.6% | 0.04% | +2.3% |
| Q3 2020 | $702,000 | +1.7% | 6,346 | -1.6% | 0.04% | -14.0% |
| Q2 2020 | $690,000 | +15.8% | 6,451 | -3.8% | 0.05% | -9.1% |
| Q1 2020 | $596,000 | -40.0% | 6,708 | -7.5% | 0.06% | -34.5% |
| Q4 2019 | $994,000 | +11.2% | 7,253 | +4.5% | 0.08% | -16.8% |
| Q3 2019 | $894,000 | +2.1% | 6,939 | +4.6% | 0.10% | -12.2% |
| Q2 2019 | $876,000 | +0.2% | 6,636 | -2.3% | 0.12% | -22.3% |
| Q1 2019 | $874,000 | +48.6% | 6,790 | +31.7% | 0.15% | -7.5% |
| Q4 2018 | $588,000 | -8.6% | 5,156 | +10.8% | 0.16% | -17.5% |
| Q3 2018 | $643,000 | +84.2% | 4,655 | +135.9% | 0.19% | +63.0% |
| Q2 2018 | $349,000 | -37.8% | 1,973 | -55.5% | 0.12% | -47.1% |
| Q1 2018 | $561,000 | +5.3% | 4,438 | +12.4% | 0.22% | -1.3% |
| Q4 2017 | $533,000 | – | 3,949 | – | 0.23% | – |
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% |