VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 965 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,578,737 | -9.5% | 9,899 | -6.2% | 0.41% | -11.9% |
| Q2 2023 | $1,745,079 | +8.0% | 10,551 | +3.6% | 0.47% | -0.8% |
| Q1 2023 | $1,616,122 | -10.5% | 10,180 | -10.5% | 0.47% | -20.2% |
| Q4 2022 | $1,806,613 | +6.5% | 11,377 | -3.8% | 0.59% | -0.8% |
| Q3 2022 | $1,697,000 | -28.6% | 11,832 | -25.5% | 0.60% | -25.0% |
| Q2 2022 | $2,378,000 | +35.0% | 15,874 | +58.6% | 0.80% | +31.4% |
| Q1 2022 | $1,761,000 | +6.5% | 10,009 | +2.5% | 0.61% | -1.6% |
| Q3 2021 | $1,653,000 | -2.8% | 9,767 | -0.2% | 0.62% | -8.2% |
| Q2 2021 | $1,700,000 | -4.4% | 9,787 | -8.9% | 0.67% | -10.7% |
| Q1 2021 | $1,779,000 | +11.7% | 10,742 | -4.0% | 0.75% | +3.6% |
| Q4 2020 | $1,592,000 | +26.9% | 11,194 | -1.3% | 0.73% | +5.8% |
| Q3 2020 | $1,255,000 | -1.3% | 11,347 | -4.6% | 0.69% | -7.9% |
| Q2 2020 | $1,272,000 | +573.0% | 11,895 | +758.8% | 0.75% | +517.4% |
| Q4 2019 | $189,000 | – | 1,385 | – | 0.12% | – |
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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% |