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 | $1,602,503 | -5.7% | 10,048 | -2.2% | 0.84% | -0.8% |
| Q2 2023 | $1,698,766 | +3.5% | 10,271 | -0.7% | 0.85% | -7.3% |
| Q1 2023 | $1,641,421 | -0.2% | 10,339 | -0.2% | 0.92% | -9.9% |
| Q4 2022 | $1,644,833 | +10.8% | 10,358 | +0.0% | 1.02% | +10.1% |
| Q3 2022 | $1,485,000 | -4.3% | 10,356 | +0.0% | 0.92% | +2.9% |
| Q2 2022 | $1,551,000 | -15.3% | 10,355 | -0.5% | 0.90% | +2.5% |
| Q1 2022 | $1,831,000 | -5.7% | 10,405 | -4.1% | 0.88% | +5.9% |
| Q4 2021 | $1,941,000 | +3.6% | 10,853 | -1.9% | 0.83% | -8.3% |
| Q3 2021 | $1,873,000 | -3.4% | 11,067 | -0.8% | 0.90% | -5.4% |
| Q2 2021 | $1,938,000 | +4.2% | 11,161 | -0.6% | 0.95% | -12.5% |
| Q1 2021 | $1,859,000 | +11.5% | 11,224 | -4.3% | 1.09% | +10.3% |
| Q4 2020 | $1,668,000 | +19.9% | 11,731 | -6.7% | 0.99% | +11.0% |
| Q3 2020 | $1,391,000 | -5.1% | 12,570 | -8.3% | 0.89% | -14.0% |
| Q2 2020 | $1,465,000 | +10.9% | 13,703 | -7.9% | 1.03% | -18.2% |
| Q1 2020 | $1,321,000 | -38.9% | 14,877 | -5.7% | 1.26% | -16.2% |
| Q4 2019 | $2,162,000 | +7.2% | 15,770 | +0.8% | 1.51% | +0.9% |
| Q3 2019 | $2,016,000 | -8.6% | 15,643 | -7.4% | 1.49% | -17.9% |
| Q2 2019 | $2,205,000 | -1.5% | 16,888 | -2.9% | 1.82% | -9.2% |
| Q1 2019 | $2,239,000 | +7.8% | 17,392 | -4.5% | 2.00% | -8.4% |
| Q4 2018 | $2,077,000 | -44.2% | 18,212 | -31.8% | 2.19% | -20.8% |
| Q3 2018 | $3,723,000 | +1.6% | 26,713 | -1.0% | 2.76% | -4.4% |
| Q2 2018 | $3,664,000 | +4.5% | 26,983 | -0.4% | 2.89% | -25.0% |
| Q1 2018 | $3,507,000 | – | 27,098 | – | 3.85% | – |
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% |