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 | $35,327,503 | +2.5% | 221,503 | +6.3% | 0.14% | +216.3% |
Q2 2023 | $34,456,926 | -10.7% | 208,325 | -14.3% | 0.04% | -94.4% |
Q1 2023 | $38,593,906 | +6.8% | 243,094 | +6.3% | 0.77% | +68.9% |
Q4 2022 | $36,128,234 | +13.5% | 228,711 | +3.0% | 0.46% | +13.7% |
Q3 2022 | $31,832,000 | -1.0% | 221,978 | +3.3% | 0.40% | +1.8% |
Q2 2022 | $32,150,000 | -18.0% | 214,923 | -3.6% | 0.40% | -3.2% |
Q1 2022 | $39,214,000 | +7.7% | 222,886 | +9.5% | 0.41% | +16.2% |
Q4 2021 | $36,420,000 | +33.2% | 203,634 | +26.0% | 0.35% | -4.6% |
Q3 2021 | $27,351,000 | -1.8% | 161,585 | +0.7% | 0.37% | -6.8% |
Q2 2021 | $27,857,000 | +1377.0% | 160,411 | +1308.3% | 0.40% | +1216.7% |
Q1 2021 | $1,886,000 | -93.0% | 11,390 | -94.0% | 0.03% | -93.1% |
Q4 2020 | $26,779,000 | +29.5% | 188,305 | +0.8% | 0.43% | +12.4% |
Q3 2020 | $20,671,000 | +26.2% | 186,852 | +22.0% | 0.39% | +7.5% |
Q2 2020 | $16,376,000 | +1515.0% | 153,162 | +1969.8% | 0.36% | +1229.6% |
Q4 2019 | $1,014,000 | +3.3% | 7,400 | -2.9% | 0.03% | -10.0% |
Q3 2019 | $982,000 | +2.8% | 7,619 | +4.7% | 0.03% | 0.0% |
Q2 2019 | $955,000 | +1.5% | 7,278 | 0.0% | 0.03% | -16.7% |
Q1 2019 | $941,000 | +38.4% | 7,278 | +22.1% | 0.04% | -10.0% |
Q4 2018 | $680,000 | – | 5,960 | – | 0.04% | – |
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% |