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 | $18,127,516 | -3.3% | 113,659 | +0.3% | 9.84% | +1.7% |
| Q2 2023 | $18,742,121 | +11.4% | 113,314 | +6.9% | 9.67% | +7.3% |
| Q1 2023 | $16,820,709 | +103043.9% | 105,951 | +3.2% | 9.01% | +3.7% |
| Q4 2022 | $16,308 | -99.9% | 102,696 | -9.7% | 8.69% | -6.9% |
| Q3 2022 | $16,313,000 | -4.0% | 113,760 | +0.3% | 9.34% | +3.3% |
| Q2 2022 | $16,987,000 | -14.1% | 113,382 | +0.9% | 9.04% | -0.4% |
| Q1 2022 | $19,769,000 | +44.8% | 112,363 | +47.2% | 9.07% | +40.4% |
| Q4 2021 | $13,653,000 | +5.8% | 76,337 | +0.2% | 6.46% | -0.8% |
| Q3 2021 | $12,899,000 | -0.8% | 76,211 | +1.8% | 6.51% | -1.9% |
| Q2 2021 | $13,005,000 | +8.3% | 74,888 | +3.3% | 6.64% | +0.2% |
| Q1 2021 | $12,004,000 | +94.2% | 72,481 | +66.8% | 6.62% | +80.8% |
| Q4 2020 | $6,180,000 | +90.9% | 43,458 | +48.4% | 3.66% | +61.9% |
| Q3 2020 | $3,238,000 | +4.0% | 29,276 | +0.5% | 2.26% | -4.8% |
| Q2 2020 | $3,114,000 | +1426.5% | 29,130 | +1856.3% | 2.38% | +1064.7% |
| Q4 2019 | $204,000 | +0.5% | 1,489 | -5.8% | 0.20% | +4.6% |
| Q3 2019 | $203,000 | – | 1,580 | – | 0.20% | – |
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% |