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 | $743,851 | -9.4% | 4,664 | -6.0% | 0.10% | -5.4% |
| Q2 2023 | $820,659 | -23.7% | 4,962 | -26.7% | 0.11% | -29.7% |
| Q1 2023 | $1,075,361 | +62.4% | 6,773 | +62.6% | 0.16% | +51.9% |
| Q4 2022 | $662,000 | -3.5% | 4,166 | -12.9% | 0.10% | -8.0% |
| Q3 2022 | $686,000 | +1.2% | 4,784 | +5.8% | 0.11% | +28.4% |
| Q2 2022 | $678,000 | -15.0% | 4,523 | -0.3% | 0.09% | -24.8% |
| Q1 2022 | $798,000 | +28.9% | 4,537 | +31.1% | 0.12% | +33.0% |
| Q4 2021 | $619,000 | +3.9% | 3,460 | -1.6% | 0.09% | -4.3% |
| Q3 2021 | $596,000 | -1.7% | 3,518 | +0.9% | 0.09% | -6.1% |
| Q2 2021 | $606,000 | -35.7% | 3,488 | -38.7% | 0.10% | -41.7% |
| Q1 2021 | $943,000 | +26.1% | 5,694 | +8.3% | 0.17% | +9.8% |
| Q4 2020 | $748,000 | – | 5,258 | – | 0.15% | – |
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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% |