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 | $857,307 | +2579.1% | 6 | -96.8% | 0.01% | +800.0% |
| Q4 2021 | $32,000 | -13.5% | 186 | -13.1% | 0.00% | -94.1% |
| Q3 2021 | $37,000 | 0.0% | 214 | 0.0% | 0.02% | +30.8% |
| Q2 2021 | $37,000 | +5.7% | 214 | +1.4% | 0.01% | +1200.0% |
| Q1 2021 | $35,000 | +16.7% | 211 | 0.0% | 0.00% | -96.3% |
| Q4 2020 | $30,000 | +114.3% | 211 | +32.7% | 0.03% | – |
| Q1 2020 | $14,000 | -33.3% | 159 | +1.9% | 0.00% | -100.0% |
| Q4 2019 | $21,000 | -12.5% | 156 | -15.2% | 0.01% | -33.3% |
| Q3 2019 | $24,000 | 0.0% | 184 | 0.0% | 0.02% | +5.0% |
| Q2 2019 | $24,000 | 0.0% | 184 | 0.0% | 0.02% | +5.3% |
| Q1 2019 | $24,000 | +4.3% | 184 | 0.0% | 0.02% | -20.8% |
| Q3 2018 | $23,000 | +283.3% | 184 | +327.9% | 0.02% | +300.0% |
| Q2 2018 | $6,000 | 0.0% | 43 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $6,000 | – | 43 | – | 0.01% | – |
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% |