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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,774,000 | -19.9% | 11,846 | -5.9% | 2.05% | -20.0% |
| Q1 2022 | $2,214,000 | -5.3% | 12,583 | -3.8% | 2.56% | +2.0% |
| Q4 2021 | $2,339,000 | +4.3% | 13,083 | -1.3% | 2.51% | +3.8% |
| Q3 2021 | $2,243,000 | -2.7% | 13,253 | -0.2% | 2.42% | -1.7% |
| Q2 2021 | $2,306,000 | +5.0% | 13,281 | +0.1% | 2.46% | +15.0% |
| Q1 2021 | $2,197,000 | +21.7% | 13,269 | +4.5% | 2.14% | +9.8% |
| Q4 2020 | $1,805,000 | – | 12,694 | – | 1.95% | – |
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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% |