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 2022 | $235,000 | -35.6% | 1,338 | -38.0% | 0.08% | -39.4% |
| Q3 2021 | $365,000 | -9.2% | 2,158 | -6.7% | 0.14% | -12.7% |
| Q2 2021 | $402,000 | -23.7% | 2,312 | -27.3% | 0.16% | -30.8% |
| Q1 2021 | $527,000 | +14.3% | 3,181 | -2.0% | 0.23% | +2.3% |
| Q4 2020 | $461,000 | +14.4% | 3,245 | -10.9% | 0.22% | -2.2% |
| Q3 2020 | $403,000 | -10.8% | 3,643 | -13.8% | 0.23% | -18.1% |
| Q2 2020 | $452,000 | +62.6% | 4,224 | +35.2% | 0.28% | +30.0% |
| Q1 2020 | $278,000 | +38.3% | 3,125 | +102.5% | 0.21% | +50.0% |
| Q2 2019 | $201,000 | -0.5% | 1,543 | -1.8% | 0.14% | -37.7% |
| Q1 2019 | $202,000 | +13.5% | 1,572 | +0.4% | 0.23% | +46.2% |
| Q4 2018 | $178,000 | – | 1,566 | – | 0.16% | – |
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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% |