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 | $4,963,840 | -17.3% | 31,123 | -14.2% | 0.40% | -16.2% |
| Q2 2023 | $6,001,759 | -6.8% | 36,286 | -10.6% | 0.48% | -12.1% |
| Q1 2023 | $6,442,648 | +85041.4% | 40,581 | -14.8% | 0.55% | -21.8% |
| Q4 2022 | $7,567 | -98.1% | 47,653 | +1620.9% | 0.70% | +1602.4% |
| Q3 2022 | $397,000 | -7.7% | 2,769 | -3.6% | 0.04% | +5.1% |
| Q2 2022 | $430,000 | -19.2% | 2,872 | -5.0% | 0.04% | -9.3% |
| Q1 2022 | $532,000 | -73.2% | 3,023 | -72.8% | 0.04% | -73.6% |
| Q4 2021 | $1,988,000 | +10.0% | 11,117 | +4.2% | 0.16% | -12.4% |
| Q3 2021 | $1,807,000 | -8.2% | 10,674 | -5.8% | 0.19% | -6.1% |
| Q2 2021 | $1,968,000 | -75.9% | 11,335 | -77.0% | 0.20% | -77.0% |
| Q1 2021 | $8,173,000 | +27.9% | 49,351 | +9.8% | 0.86% | +19.9% |
| Q4 2020 | $6,392,000 | +1440.2% | 44,949 | +1385.4% | 0.72% | +868.9% |
| Q4 2019 | $415,000 | – | 3,026 | – | 0.07% | – |
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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% |