VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 686 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.22 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,652,912 | +10.6% | 16,634 | +14.7% | 0.05% | +9.1% |
| Q2 2023 | $2,398,838 | +423.6% | 14,504 | +402.6% | 0.04% | +340.0% |
| Q1 2023 | $458,178 | +3.6% | 2,886 | +3.6% | 0.01% | -9.1% |
| Q4 2022 | $442,231 | +68.1% | 2,785 | +51.8% | 0.01% | +37.5% |
| Q3 2022 | $263,000 | -7.4% | 1,835 | -3.4% | 0.01% | 0.0% |
| Q2 2022 | $284,000 | -21.8% | 1,899 | -8.1% | 0.01% | -11.1% |
| Q1 2022 | $363,000 | -2.9% | 2,066 | -1.1% | 0.01% | 0.0% |
| Q4 2021 | $374,000 | -40.8% | 2,089 | -44.1% | 0.01% | -50.0% |
| Q3 2021 | $632,000 | +14.9% | 3,736 | +16.3% | 0.02% | 0.0% |
| Q2 2021 | $550,000 | +4.0% | 3,213 | +0.5% | 0.02% | -14.3% |
| Q1 2021 | $529,000 | +16.0% | 3,198 | -0.2% | 0.02% | +5.0% |
| Q4 2020 | $456,000 | +79.5% | 3,205 | +21.9% | 0.02% | -4.8% |
| Q1 2020 | $254,000 | -30.2% | 2,629 | -1.1% | 0.02% | -30.0% |
| Q4 2019 | $364,000 | +1.4% | 2,658 | -0.9% | 0.03% | 0.0% |
| Q3 2019 | $359,000 | +6.2% | 2,682 | +1.2% | 0.03% | -6.2% |
| Q2 2019 | $338,000 | -32.5% | 2,651 | -31.9% | 0.03% | -17.9% |
| Q1 2019 | $501,000 | +12.8% | 3,890 | +12.7% | 0.04% | -32.8% |
| Q4 2018 | $444,000 | – | 3,453 | – | 0.06% | – |
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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% |