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 | $2,401,122 | -4.3% | 15,055 | -0.8% | 0.82% | +0.4% |
| Q2 2023 | $2,509,118 | +4.2% | 15,170 | 0.0% | 0.82% | +0.5% |
| Q1 2023 | $2,408,389 | +0.7% | 15,170 | +0.8% | 0.81% | +10.3% |
| Q4 2022 | $2,390,734 | +10.7% | 15,055 | 0.0% | 0.74% | -0.7% |
| Q3 2022 | $2,159,000 | -4.3% | 15,055 | 0.0% | 0.74% | -20.9% |
| Q2 2022 | $2,256,000 | -14.8% | 15,055 | 0.0% | 0.94% | -5.2% |
| Q1 2022 | $2,649,000 | +2.9% | 15,055 | 0.0% | 0.99% | +8.0% |
| Q4 2021 | $2,574,000 | -0.7% | 15,055 | 0.0% | 0.92% | -10.3% |
| Q1 2021 | $2,591,000 | +9.5% | 15,055 | +0.4% | 1.02% | +4.1% |
| Q4 2020 | $2,367,000 | +41.1% | 14,995 | 0.0% | 0.98% | +51.5% |
| Q3 2020 | $1,678,000 | +4.7% | 14,995 | 0.0% | 0.65% | +34.6% |
| Q2 2020 | $1,603,000 | +31.5% | 14,995 | -0.1% | 0.48% | +18.4% |
| Q1 2020 | $1,219,000 | -41.0% | 15,016 | 0.0% | 0.41% | -30.3% |
| Q4 2019 | $2,066,000 | -4.6% | 15,016 | -6.9% | 0.58% | -5.7% |
| Q3 2019 | $2,165,000 | +2.9% | 16,126 | 0.0% | 0.62% | -0.2% |
| Q2 2019 | $2,105,000 | +1.6% | 16,126 | +0.2% | 0.62% | -3.7% |
| Q1 2019 | $2,071,000 | +11.8% | 16,091 | -0.9% | 0.64% | -38.1% |
| Q4 2018 | $1,852,000 | -5.0% | 16,241 | -0.3% | 1.04% | -3.8% |
| Q3 2018 | $1,949,000 | -13.3% | 16,290 | -1.6% | 1.08% | -18.0% |
| Q2 2018 | $2,249,000 | +4.9% | 16,559 | 0.0% | 1.32% | +5.5% |
| Q1 2018 | $2,143,000 | -2.5% | 16,559 | 0.0% | 1.25% | -1.5% |
| Q4 2017 | $2,199,000 | – | 16,559 | – | 1.27% | – |
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% |