VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,006,165 | +5.3% | 37,659 | +9.2% | 5.20% | +31.5% |
| Q2 2023 | $5,702,334 | +25.5% | 34,476 | +20.4% | 3.95% | +2.4% |
| Q1 2023 | $4,544,555 | +6.6% | 28,625 | +6.7% | 3.86% | +9.2% |
| Q4 2022 | $4,262,176 | +16.1% | 26,840 | +4.9% | 3.53% | -9.5% |
| Q3 2022 | $3,670,000 | +0.8% | 25,591 | +5.3% | 3.90% | +37.5% |
| Q2 2022 | $3,642,000 | +5870.5% | 24,307 | +156.1% | 2.84% | +6824.4% |
| Q3 2021 | $61,000 | -20.8% | 9,493 | +2072.3% | 0.04% | -12.8% |
| Q2 2021 | $77,000 | -70.7% | 437 | -82.2% | 0.05% | -80.5% |
| Q3 2020 | $263,000 | 0.0% | 2,459 | 0.0% | 0.24% | 0.0% |
| Q2 2020 | $263,000 | -99.9% | 2,459 | -40.5% | 0.24% | -26.3% |
| Q1 2020 | $356,186,000 | -1.3% | 4,133 | -98.9% | 0.33% | +4.5% |
| Q4 2019 | $360,946,000 | +8944.0% | 365,547 | +1511.4% | 0.31% | -86.0% |
| Q1 1987 | $3,991,000 | – | 22,685 | – | 2.23% | – |
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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% |