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 | $8,342,612 | -11.4% | 52,308 | -8.1% | 1.90% | -10.0% |
Q2 2023 | $9,412,363 | +12.5% | 56,907 | +8.0% | 2.11% | +3.6% |
Q1 2023 | $8,365,871 | +3.0% | 52,695 | +3.0% | 2.04% | -12.0% |
Q4 2022 | $8,122,209 | +67.0% | 51,147 | +50.8% | 2.32% | +32.1% |
Q3 2022 | $4,864,000 | +3.1% | 33,922 | +7.7% | 1.76% | -0.1% |
Q2 2022 | $4,718,000 | -50.3% | 31,491 | -42.3% | 1.76% | -43.5% |
Q1 2022 | $9,502,000 | +25.0% | 54,540 | +20.8% | 3.11% | +12.9% |
Q4 2021 | $7,604,000 | -6.6% | 45,137 | -6.2% | 2.76% | -12.8% |
Q3 2021 | $8,143,000 | +28.4% | 48,109 | +31.7% | 3.16% | +21.3% |
Q2 2021 | $6,343,000 | +7.1% | 36,528 | +7.0% | 2.61% | -0.2% |
Q1 2021 | $5,920,000 | +84.2% | 34,149 | +51.1% | 2.61% | +51.6% |
Q4 2020 | $3,214,000 | +42.8% | 22,604 | +20.3% | 1.72% | +19.0% |
Q3 2020 | $2,251,000 | +25.1% | 18,797 | +11.7% | 1.45% | +1.0% |
Q2 2020 | $1,799,000 | +37.7% | 16,822 | +14.3% | 1.43% | +0.3% |
Q1 2020 | $1,306,000 | -57.2% | 14,712 | -34.0% | 1.43% | -51.2% |
Q4 2019 | $3,054,000 | – | 22,283 | – | 2.93% | – |
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% |