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 | $4,076,405 | -7.3% | 25,559 | -3.9% | 0.99% | -0.1% |
| Q2 2023 | $4,397,986 | -11.0% | 26,590 | -14.6% | 0.99% | -16.8% |
| Q1 2023 | $4,944,104 | +3.8% | 31,142 | +3.8% | 1.19% | +1.8% |
| Q4 2022 | $4,764,159 | +11.5% | 30,001 | +0.6% | 1.17% | +4.9% |
| Q3 2022 | $4,274,000 | +2.9% | 29,808 | +7.5% | 1.11% | +46.1% |
| Q2 2022 | $4,155,000 | -4.1% | 27,735 | +8.3% | 0.76% | -2.6% |
| Q3 2021 | $4,334,000 | +26.4% | 25,607 | +29.6% | 0.78% | +21.4% |
| Q2 2021 | $3,430,000 | +128.1% | 19,751 | +117.5% | 0.64% | +106.4% |
| Q1 2021 | $1,504,000 | +671.3% | 9,081 | +561.4% | 0.31% | +609.1% |
| Q4 2020 | $195,000 | +509.4% | 1,373 | +373.4% | 0.04% | +450.0% |
| Q3 2020 | $32,000 | +6.7% | 290 | +32.4% | 0.01% | -33.3% |
| Q4 2019 | $30,000 | – | 219 | – | 0.01% | – |
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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% |