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 | $465,477 | +3.8% | 2,919 | +7.6% | 0.04% | +2.6% |
| Q2 2023 | $448,624 | -0.8% | 2,712 | -4.8% | 0.04% | -9.5% |
| Q1 2023 | $452,346 | -1.0% | 2,849 | -1.0% | 0.04% | -10.6% |
| Q4 2022 | $456,985 | -45.5% | 2,877 | -51.0% | 0.05% | -2.1% |
| Q3 2022 | $839,000 | -4.2% | 5,872 | +0.1% | 0.05% | -4.0% |
| Q2 2022 | $876,000 | -15.9% | 5,864 | -0.9% | 0.05% | -2.0% |
| Q1 2022 | $1,042,000 | +80.9% | 5,919 | +83.6% | 0.05% | -10.5% |
| Q4 2021 | $576,000 | -14.5% | 3,224 | -17.0% | 0.06% | -17.4% |
| Q2 2021 | $674,000 | +8.2% | 3,882 | +3.2% | 0.07% | -17.9% |
| Q1 2021 | $623,000 | +20.5% | 3,760 | +3.3% | 0.08% | +10.5% |
| Q4 2020 | $517,000 | +31.2% | 3,639 | +2.3% | 0.08% | +18.8% |
| Q3 2020 | $394,000 | -21.4% | 3,558 | -24.0% | 0.06% | -29.7% |
| Q2 2020 | $501,000 | -1.4% | 4,680 | -18.4% | 0.09% | -22.2% |
| Q1 2020 | $508,000 | -33.4% | 5,732 | +3.0% | 0.12% | +0.9% |
| Q4 2019 | $763,000 | +7.0% | 5,565 | +0.3% | 0.12% | -21.6% |
| Q3 2019 | $713,000 | -22.4% | 5,547 | -21.5% | 0.15% | +22.3% |
| Q2 2019 | $919,000 | +0.5% | 7,069 | -0.9% | 0.12% | -40.4% |
| Q1 2019 | $914,000 | -7.4% | 7,130 | -17.8% | 0.20% | -23.4% |
| Q4 2018 | $987,000 | – | 8,675 | – | 0.26% | – |
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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% |