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 | $1,665,646 | -10.3% | 10,444 | -7.0% | 0.44% | -1.6% |
| Q2 2023 | $1,856,684 | +5.0% | 11,225 | +0.8% | 0.44% | -2.6% |
| Q1 2023 | $1,768,681 | +5.9% | 11,141 | +5.9% | 0.45% | -3.6% |
| Q4 2022 | $1,670,710 | +8.5% | 10,521 | -2.0% | 0.47% | -4.8% |
| Q3 2022 | $1,539,758 | -1.7% | 10,738 | +2.6% | 0.50% | +0.8% |
| Q2 2022 | $1,567,000 | -7.8% | 10,461 | +8.3% | 0.49% | +11.3% |
| Q1 2022 | $1,699,000 | -7.2% | 9,658 | -5.6% | 0.44% | -6.0% |
| Q4 2021 | $1,830,000 | +13.5% | 10,231 | +7.3% | 0.47% | -3.1% |
| Q3 2021 | $1,613,000 | -1.2% | 9,533 | +1.4% | 0.48% | +2.5% |
| Q2 2021 | $1,632,000 | -2.5% | 9,400 | -6.9% | 0.47% | -18.6% |
| Q1 2021 | $1,673,000 | +34.4% | 10,100 | +15.4% | 0.58% | +31.5% |
| Q4 2020 | $1,245,000 | +29.6% | 8,751 | +0.8% | 0.44% | +17.0% |
| Q3 2020 | $961,000 | -3.0% | 8,684 | -6.3% | 0.38% | -14.7% |
| Q2 2020 | $991,000 | -12.1% | 9,272 | -26.9% | 0.44% | -29.4% |
| Q1 2020 | $1,127,000 | -27.1% | 12,690 | +12.6% | 0.63% | -4.7% |
| Q4 2019 | $1,545,000 | +42.3% | 11,269 | +33.7% | 0.66% | +37.2% |
| Q3 2019 | $1,086,000 | -13.4% | 8,426 | -12.3% | 0.48% | -17.1% |
| Q2 2019 | $1,254,000 | +12.0% | 9,609 | +10.5% | 0.58% | +6.1% |
| Q1 2019 | $1,120,000 | +13.6% | 8,697 | +0.6% | 0.54% | -8.9% |
| Q4 2018 | $986,000 | – | 8,642 | – | 0.60% | – |
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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% |