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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $435,002 | +4.2% | 2,630 | 0.0% | 0.22% | +1.4% |
| Q1 2023 | $417,539 | +99789.7% | 2,630 | 0.0% | 0.22% | -22.7% |
| Q4 2022 | $418 | -99.9% | 2,630 | 0.0% | 0.28% | -12.9% |
| Q3 2022 | $377,000 | -4.3% | 2,630 | 0.0% | 0.32% | -10.9% |
| Q2 2022 | $394,000 | -14.9% | 2,630 | 0.0% | 0.36% | +96.7% |
| Q1 2022 | $463,000 | -1.9% | 2,630 | -0.4% | 0.18% | +31.9% |
| Q4 2021 | $472,000 | +5.6% | 2,641 | 0.0% | 0.14% | -11.5% |
| Q3 2021 | $447,000 | -2.6% | 2,641 | 0.0% | 0.16% | -23.2% |
| Q2 2021 | $459,000 | +3.4% | 2,641 | -1.4% | 0.20% | -76.9% |
| Q1 2021 | $444,000 | +16.5% | 2,678 | 0.0% | 0.88% | +256.9% |
| Q4 2020 | $381,000 | +90.5% | 2,678 | +83.0% | 0.25% | +28.8% |
| Q4 2019 | $200,000 | – | 1,463 | – | 0.19% | – |
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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% |