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 | $888 | -3.4% | 5,565 | +0.1% | 0.32% | -7.6% |
| Q2 2023 | $919 | +4.0% | 5,558 | -0.2% | 0.34% | +4.3% |
| Q1 2023 | $884 | -4.9% | 5,569 | -4.9% | 0.33% | -11.4% |
| Q4 2022 | $930 | -99.9% | 5,859 | +1.2% | 0.37% | -4.9% |
| Q3 2022 | $830,000 | -8.3% | 5,790 | -4.1% | 0.39% | 0.0% |
| Q2 2022 | $905,000 | -19.2% | 6,039 | -5.1% | 0.39% | -4.2% |
| Q1 2022 | $1,120,000 | -3.1% | 6,365 | -1.5% | 0.41% | +1.0% |
| Q4 2021 | $1,156,000 | +3.1% | 6,465 | -2.4% | 0.40% | -8.2% |
| Q3 2021 | $1,121,000 | -3.2% | 6,622 | -0.7% | 0.44% | -6.2% |
| Q2 2021 | $1,158,000 | +7.4% | 6,670 | +2.5% | 0.47% | -14.8% |
| Q1 2021 | $1,078,000 | +12.9% | 6,507 | -3.1% | 0.55% | +7.5% |
| Q4 2020 | $955,000 | +25.8% | 6,714 | -2.2% | 0.51% | +13.1% |
| Q3 2020 | $759,000 | -3.1% | 6,862 | -6.3% | 0.45% | -12.8% |
| Q2 2020 | $783,000 | +21.6% | 7,323 | +1.0% | 0.52% | -10.1% |
| Q1 2020 | $644,000 | -48.3% | 7,254 | -20.1% | 0.58% | -37.6% |
| Q4 2019 | $1,245,000 | -52.1% | 9,081 | -55.0% | 0.92% | -53.7% |
| Q3 2019 | $2,599,000 | +5.3% | 20,168 | +6.7% | 1.99% | +0.5% |
| Q2 2019 | $2,469,000 | +12.3% | 18,910 | +10.7% | 1.98% | +6.0% |
| Q1 2019 | $2,198,000 | – | 17,076 | – | 1.87% | – |
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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% |