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 | $1,084,335 | -1.5% | 6,909 | +3.8% | 0.39% | +0.5% |
| Q2 2023 | $1,100,972 | -4.1% | 6,656 | -7.8% | 0.39% | -3.7% |
| Q1 2023 | $1,147,517 | +17.7% | 7,223 | +17.6% | 0.41% | +8.5% |
| Q4 2022 | $974,994 | +15.7% | 6,140 | +4.5% | 0.38% | +4.7% |
| Q3 2022 | $843,000 | -2.8% | 5,876 | +1.6% | 0.36% | +2.6% |
| Q2 2022 | $867,000 | -9.7% | 5,786 | +6.7% | 0.35% | 0.0% |
| Q1 2022 | $960,000 | +7.0% | 5,421 | +8.1% | 0.35% | +7.7% |
| Q4 2021 | $897,000 | +14.4% | 5,015 | +10.3% | 0.32% | +3.2% |
| Q3 2021 | $784,000 | +9.5% | 4,548 | +11.4% | 0.31% | +3.3% |
| Q2 2021 | $716,000 | +26.5% | 4,083 | +21.0% | 0.30% | +3.1% |
| Q1 2021 | $566,000 | +87.4% | 3,375 | +58.7% | 0.30% | +63.9% |
| Q4 2020 | $302,000 | +31.3% | 2,126 | +20.5% | 0.18% | -7.7% |
| Q2 2019 | $230,000 | -0.4% | 1,765 | 0.0% | 0.20% | -7.1% |
| Q1 2019 | $231,000 | +13.8% | 1,765 | -1.1% | 0.21% | -6.2% |
| Q4 2018 | $203,000 | – | 1,784 | – | 0.22% | – |
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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% |