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 | $64,948,439 | -3.7% | 407,226 | -0.1% | 3.97% | -1.8% |
| Q2 2023 | $67,419,518 | +7.4% | 407,615 | +3.1% | 4.04% | +1.8% |
| Q1 2023 | $62,784,783 | +0.1% | 395,470 | +0.1% | 3.97% | -15.2% |
| Q4 2022 | $62,709,644 | +9.5% | 394,897 | -1.1% | 4.69% | -0.3% |
| Q3 2022 | $57,278,000 | -5.5% | 399,425 | -1.2% | 4.70% | +9.0% |
| Q2 2022 | $60,580,000 | -15.9% | 404,350 | -1.3% | 4.31% | -27.2% |
| Q1 2022 | $72,048,000 | -4.1% | 409,505 | -2.5% | 5.93% | -9.2% |
| Q4 2021 | $75,106,000 | +4.9% | 419,937 | -0.7% | 6.53% | -6.8% |
| Q3 2021 | $71,572,000 | +13.5% | 422,854 | +16.5% | 7.00% | -3.4% |
| Q2 2021 | $63,033,000 | +12.0% | 362,970 | +6.8% | 7.25% | -16.6% |
| Q1 2021 | $56,285,000 | +31.3% | 339,865 | +12.6% | 8.69% | +9.6% |
| Q4 2020 | $42,865,000 | – | 301,890 | – | 7.93% | – |
Download | ||||||
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% |