VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 686 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.22 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $93,970 | -13.4% | 589 | -10.2% | 0.04% | -13.3% |
| Q2 2023 | $108,492 | +104219.2% | 656 | 0.0% | 0.04% | -4.3% |
| Q1 2023 | $104 | -2.8% | 656 | -2.7% | 0.05% | -9.6% |
| Q4 2022 | $107 | -99.9% | 674 | -26.8% | 0.05% | -50.9% |
| Q3 2022 | $132,000 | -87.9% | 921 | -87.3% | 0.11% | -76.5% |
| Q2 2022 | $1,089,000 | +14.0% | 7,268 | +33.9% | 0.45% | +22.2% |
| Q1 2022 | $955,000 | +17.9% | 5,426 | +19.9% | 0.37% | +4.2% |
| Q4 2021 | $810,000 | +31.5% | 4,527 | +24.5% | 0.35% | +25.1% |
| Q3 2021 | $616,000 | +116.9% | 3,637 | +122.6% | 0.28% | +106.6% |
| Q2 2021 | $284,000 | +294.4% | 1,634 | +274.8% | 0.14% | +315.2% |
| Q1 2021 | $72,000 | +26.3% | 436 | +8.2% | 0.03% | +26.9% |
| Q4 2020 | $57,000 | +35.7% | 403 | +7.2% | 0.03% | +8.3% |
| Q3 2020 | $42,000 | +7.7% | 376 | +3.6% | 0.02% | 0.0% |
| Q2 2020 | $39,000 | +50.0% | 363 | +89.1% | 0.02% | +41.2% |
| Q4 2019 | $26,000 | – | 192 | – | 0.02% | – |
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% |