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 | $645,362 | -0.1% | 4,046 | +3.6% | 0.10% | +5.2% |
| Q2 2023 | $646,259 | +13.5% | 3,907 | +8.9% | 0.10% | +5.4% |
| Q1 2023 | $569,469 | +1.5% | 3,587 | +1.5% | 0.09% | -8.0% |
| Q4 2022 | $561,230 | +12.7% | 3,534 | +1.7% | 0.10% | +2.0% |
| Q3 2022 | $498,000 | +7.3% | 3,475 | +12.3% | 0.10% | +10.1% |
| Q2 2022 | $464,000 | -12.6% | 3,095 | +2.6% | 0.09% | -18.3% |
| Q1 2022 | $531,000 | +6.0% | 3,017 | +7.7% | 0.11% | +7.9% |
| Q4 2021 | $501,000 | +11.3% | 2,801 | +5.4% | 0.10% | 0.0% |
| Q3 2021 | $450,000 | +15.7% | 2,658 | +18.7% | 0.10% | +9.8% |
| Q2 2021 | $389,000 | +23.9% | 2,240 | +18.3% | 0.09% | +4.5% |
| Q1 2021 | $314,000 | +44.7% | 1,894 | +24.0% | 0.09% | +37.5% |
| Q4 2020 | $217,000 | – | 1,528 | – | 0.06% | – |
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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% |