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 | $1,347,966 | -5.4% | 8,452 | -1.9% | 0.49% | -4.5% |
| Q2 2023 | $1,424,386 | +2.7% | 8,612 | -1.4% | 0.51% | -1.2% |
| Q1 2023 | $1,386,322 | +0.2% | 8,732 | +0.2% | 0.52% | -8.0% |
| Q4 2022 | $1,384,061 | -36.2% | 8,716 | -42.4% | 0.56% | -40.8% |
| Q3 2022 | $2,170,000 | -4.3% | 15,130 | -0.0% | 0.95% | -2.7% |
| Q2 2022 | $2,267,000 | +0.4% | 15,134 | +17.9% | 0.97% | -30.1% |
| Q1 2022 | $2,258,000 | -1.6% | 12,833 | +0.0% | 1.39% | +43.3% |
| Q4 2021 | $2,295,000 | +5.8% | 12,830 | +0.1% | 0.97% | -6.2% |
| Q3 2021 | $2,170,000 | +20.9% | 12,823 | +24.0% | 1.03% | +5.7% |
| Q2 2021 | $1,795,000 | +53.0% | 10,338 | +45.9% | 0.98% | +2.1% |
| Q1 2021 | $1,173,000 | +45.7% | 7,084 | +25.2% | 0.96% | +3.5% |
| Q4 2020 | $805,000 | +41.5% | 5,658 | +10.1% | 0.93% | +10.6% |
| Q3 2020 | $569,000 | +3.5% | 5,141 | 0.0% | 0.84% | +1.2% |
| Q2 2020 | $550,000 | +33.8% | 5,141 | +10.9% | 0.83% | +27.8% |
| Q1 2020 | $411,000 | +55.1% | 4,634 | +139.5% | 0.65% | +105.4% |
| Q4 2019 | $265,000 | – | 1,935 | – | 0.32% | – |
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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% |