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 | $2,249 | -38.1% | 14,102 | -35.9% | 0.16% | +78.0% |
| Q2 2023 | $3,636 | +98.9% | 22,005 | +91.1% | 0.09% | +1.1% |
| Q1 2023 | $1,828 | +20.4% | 11,513 | +20.4% | 0.09% | +7.1% |
| Q4 2022 | $1,518 | -99.6% | 9,561 | +276.9% | 0.08% | +281.8% |
| Q3 2022 | $364,000 | -1.6% | 2,537 | +2.8% | 0.02% | +10.0% |
| Q2 2022 | $370,000 | +3.6% | 2,467 | +21.5% | 0.02% | +11.1% |
| Q1 2022 | $357,000 | -34.0% | 2,031 | -32.8% | 0.02% | -33.3% |
| Q4 2021 | $541,000 | +40.2% | 3,024 | +32.7% | 0.03% | +17.4% |
| Q3 2021 | $386,000 | +1.3% | 2,278 | +3.8% | 0.02% | -4.2% |
| Q2 2021 | $381,000 | -0.3% | 2,194 | -4.9% | 0.02% | -17.2% |
| Q1 2021 | $382,000 | -25.0% | 2,306 | -35.6% | 0.03% | -31.0% |
| Q4 2020 | $509,000 | +42.2% | 3,580 | +28.9% | 0.04% | -39.1% |
| Q3 2019 | $358,000 | – | 2,777 | – | 0.07% | – |
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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% |