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 | $4,526,797 | +1.2% | 28,383 | +5.0% | 1.52% | +5.5% |
| Q2 2023 | $4,472,866 | +13.8% | 27,043 | +9.2% | 1.44% | +7.9% |
| Q1 2023 | $3,931,140 | +11.4% | 24,762 | +11.4% | 1.34% | +6.0% |
| Q4 2022 | $3,529,330 | +24.1% | 22,225 | +12.1% | 1.26% | +17.3% |
| Q3 2022 | $2,843,000 | -3.7% | 19,824 | +0.6% | 1.08% | +9.0% |
| Q2 2022 | $2,952,000 | -15.3% | 19,706 | -0.6% | 0.99% | +6.0% |
| Q1 2022 | $3,487,000 | -0.7% | 19,818 | +1.0% | 0.93% | +33.4% |
| Q4 2021 | $3,510,000 | +44.3% | 19,623 | +37.1% | 0.70% | +53.5% |
| Q3 2021 | $2,433,000 | +2.9% | 14,317 | +5.1% | 0.45% | +19.2% |
| Q2 2021 | $2,365,000 | +20.2% | 13,621 | +14.6% | 0.38% | +30.0% |
| Q1 2021 | $1,968,000 | +28.6% | 11,883 | +10.4% | 0.29% | -37.5% |
| Q4 2020 | $1,530,000 | +76.9% | 10,762 | +37.7% | 0.47% | +37.5% |
| Q3 2020 | $865,000 | -0.5% | 7,818 | -3.8% | 0.34% | -25.2% |
| Q2 2020 | $869,000 | +20.7% | 8,127 | +0.2% | 0.46% | +17.8% |
| Q1 2020 | $720,000 | -25.9% | 8,112 | +14.4% | 0.39% | -13.0% |
| Q4 2019 | $972,000 | – | 7,093 | – | 0.44% | – |
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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% |