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 | $304,945 | -3.6% | 1,912 | 0.0% | 0.06% | +1.7% |
| Q2 2023 | $316,245 | +4.2% | 1,912 | 0.0% | 0.06% | -4.8% |
| Q1 2023 | $303,550 | -0.0% | 1,912 | 0.0% | 0.06% | -10.1% |
| Q4 2022 | $303,626 | +4237.5% | 1,912 | +3968.1% | 0.07% | +3350.0% |
| Q3 2022 | $7,000 | -66.7% | 47 | -66.4% | 0.00% | -60.0% |
| Q2 2022 | $21,000 | -16.0% | 140 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $25,000 | 0.0% | 140 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $25,000 | +4.2% | 140 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $24,000 | 0.0% | 140 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $24,000 | +4.3% | 140 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $23,000 | +76.9% | 140 | +50.5% | 0.01% | +75.0% |
| Q4 2020 | $13,000 | +30.0% | 93 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | +25.0% | 93 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | – | 93 | – | 0.00% | – |
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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% |