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 | $1,326,574 | -14.8% | 8,318 | -11.6% | 0.42% | -13.5% |
| Q2 2023 | $1,556,254 | +105.8% | 9,410 | +97.6% | 0.48% | -5.3% |
| Q1 2023 | $756,218 | +1.0% | 4,763 | -8.8% | 0.51% | -10.5% |
| Q3 2022 | $749,000 | -4.2% | 5,224 | +0.1% | 0.57% | -1.0% |
| Q2 2022 | $782,000 | -58.4% | 5,220 | -51.2% | 0.58% | -0.7% |
| Q1 2022 | $1,880,000 | +564.3% | 10,686 | +576.3% | 0.58% | +222.2% |
| Q4 2021 | $283,000 | -63.3% | 1,580 | -65.4% | 0.18% | -31.0% |
| Q3 2021 | $771,000 | +54.2% | 4,564 | +58.5% | 0.26% | -25.2% |
| Q2 2021 | $500,000 | -8.3% | 2,879 | -12.5% | 0.35% | -13.4% |
| Q1 2021 | $545,000 | +4.0% | 3,291 | -10.7% | 0.40% | +2.8% |
| Q4 2020 | $524,000 | +24.8% | 3,687 | -3.1% | 0.39% | +17.0% |
| Q3 2020 | $420,000 | -36.3% | 3,806 | -69.1% | 0.34% | -38.3% |
| Q2 2020 | $659,000 | +20.9% | 12,315 | +100.8% | 0.54% | +2.5% |
| Q1 2020 | $545,000 | -42.0% | 6,134 | -10.3% | 0.53% | -28.3% |
| Q4 2019 | $939,000 | – | 6,842 | – | 0.74% | – |
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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% |