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 | $213,487 | +1.2% | 1,339 | +5.0% | 0.04% | +2.9% |
| Q2 2023 | $210,925 | -14.0% | 1,275 | -17.5% | 0.03% | -20.9% |
| Q1 2023 | $245,332 | +1.7% | 1,545 | +1.6% | 0.04% | -6.5% |
| Q4 2022 | $241,307 | +10.7% | 1,520 | +0.2% | 0.05% | -2.1% |
| Q3 2022 | $218,000 | -3.5% | 1,517 | +0.5% | 0.05% | -11.3% |
| Q2 2022 | $226,000 | -46.7% | 1,510 | -37.4% | 0.05% | -39.8% |
| Q1 2022 | $424,000 | +11.6% | 2,411 | +13.6% | 0.09% | +15.8% |
| Q4 2021 | $380,000 | +65.2% | 2,122 | +56.5% | 0.08% | +49.0% |
| Q3 2021 | $230,000 | -2.1% | 1,356 | +0.4% | 0.05% | -3.8% |
| Q2 2021 | $235,000 | +5.4% | 1,351 | +0.4% | 0.05% | -3.6% |
| Q1 2021 | $223,000 | +8.3% | 1,346 | -7.2% | 0.06% | +1.9% |
| Q4 2020 | $206,000 | -48.1% | 1,451 | -49.9% | 0.05% | -62.2% |
| Q4 2019 | $397,000 | +1.5% | 2,894 | -4.5% | 0.14% | -7.7% |
| Q3 2019 | $391,000 | -0.5% | 3,031 | +0.7% | 0.16% | -5.5% |
| Q2 2019 | $393,000 | -16.0% | 3,009 | -16.6% | 0.16% | -20.4% |
| Q1 2019 | $468,000 | +11.4% | 3,610 | -2.0% | 0.21% | -3.7% |
| Q4 2018 | $420,000 | -50.4% | 3,683 | -39.3% | 0.21% | -55.0% |
| Q3 2018 | $846,000 | -10.5% | 6,072 | -12.8% | 0.48% | -23.1% |
| Q2 2018 | $945,000 | +1.9% | 6,961 | -1.7% | 0.62% | -5.1% |
| Q1 2018 | $927,000 | -11.2% | 7,081 | -8.8% | 0.65% | -12.1% |
| Q4 2017 | $1,044,000 | – | 7,768 | – | 0.74% | – |
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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% |