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 2021 | $2,625,000 | +16.5% | 15,116 | +11.1% | 1.05% | -11.5% |
| Q1 2021 | $2,254,000 | +26.7% | 13,611 | +8.8% | 1.18% | +12.6% |
| Q4 2020 | $1,779,000 | +38.6% | 12,507 | +7.8% | 1.05% | +11.6% |
| Q3 2020 | $1,284,000 | +9.3% | 11,605 | +5.6% | 0.94% | -12.1% |
| Q2 2020 | $1,175,000 | +25.7% | 10,991 | +4.4% | 1.07% | +2.4% |
| Q1 2020 | $935,000 | -26.2% | 10,526 | +13.8% | 1.05% | -2.1% |
| Q4 2019 | $1,267,000 | – | 9,246 | – | 1.07% | – |
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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% |