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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5 | -99.9% | 34 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $5,000 | -37.5% | 34 | -38.2% | 0.00% | -33.3% |
| Q4 2020 | $8,000 | +33.3% | 55 | 0.0% | 0.01% | +50.0% |
| Q3 2020 | $6,000 | -72.7% | 55 | -78.3% | 0.00% | -75.0% |
| Q1 2020 | $22,000 | -50.0% | 253 | -21.4% | 0.02% | -33.3% |
| Q4 2019 | $44,000 | -31.2% | 322 | -35.5% | 0.02% | -44.2% |
| Q3 2019 | $64,000 | -1.5% | 499 | 0.0% | 0.04% | -8.5% |
| Q2 2019 | $65,000 | +1.6% | 499 | 0.0% | 0.05% | +4.4% |
| Q1 2019 | $64,000 | -62.1% | 499 | -66.4% | 0.04% | -74.0% |
| Q4 2018 | $169,000 | -12.0% | 1,485 | +7.4% | 0.17% | -4.4% |
| Q3 2018 | $192,000 | – | 1,383 | – | 0.18% | – |
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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% |