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 | $572,771 | -2.8% | 3,591 | +0.8% | 0.04% | +2.8% |
Q2 2023 | $589,113 | -0.9% | 3,562 | -4.9% | 0.04% | -7.7% |
Q1 2023 | $594,698 | +4.0% | 3,746 | +4.0% | 0.04% | -2.5% |
Q4 2022 | $572,047 | +107630.1% | 3,602 | -2.7% | 0.04% | -4.8% |
Q3 2022 | $531 | -11.4% | 3,702 | -7.5% | 0.04% | -10.6% |
Q2 2022 | $599 | -16.0% | 4,001 | -1.2% | 0.05% | -2.1% |
Q1 2022 | $713 | -2.9% | 4,050 | -1.3% | 0.05% | -15.8% |
Q4 2021 | $734 | +63.8% | 4,104 | +55.2% | 0.06% | +29.5% |
Q3 2021 | $448 | +17.9% | 2,644 | +20.7% | 0.04% | -2.2% |
Q2 2021 | $380 | +4.7% | 2,191 | -0.1% | 0.04% | -19.6% |
Q1 2021 | $363 | +15.2% | 2,194 | -0.9% | 0.06% | -11.1% |
Q4 2020 | $315 | +50.7% | 2,213 | +17.2% | 0.06% | +26.0% |
Q3 2020 | $209 | -100.0% | 1,889 | -45.8% | 0.05% | -57.3% |
Q4 2019 | $478,000 | +0.6% | 3,483 | -5.4% | 0.12% | -3.3% |
Q3 2019 | $475,000 | -12.7% | 3,681 | -11.6% | 0.12% | -27.1% |
Q2 2019 | $544,000 | -9.6% | 4,166 | -10.9% | 0.17% | -24.9% |
Q1 2019 | $602,000 | +7.1% | 4,675 | -5.2% | 0.22% | -32.4% |
Q4 2018 | $562,000 | – | 4,931 | – | 0.33% | – |
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% |