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 | $95,489 | -3.1% | 598,712 | +0.5% | 0.20% | -1.5% |
| Q2 2023 | $98,576 | +3.5% | 595,985 | -0.7% | 0.20% | +0.5% |
| Q1 2023 | $95,282 | +2.0% | 600,168 | +2.1% | 0.20% | -11.1% |
| Q4 2022 | $93,384 | -99.9% | 588,065 | +9.5% | 0.22% | +13.6% |
| Q3 2022 | $76,983,000 | -5.3% | 536,846 | -1.1% | 0.20% | -6.6% |
| Q2 2022 | $81,302,000 | -7.3% | 542,668 | +8.9% | 0.21% | +6.0% |
| Q1 2022 | $87,681,000 | +3.6% | 498,362 | +5.3% | 0.20% | +4.7% |
| Q4 2021 | $84,660,000 | +8.6% | 473,360 | +2.8% | 0.19% | -2.6% |
| Q3 2021 | $77,931,000 | -4.6% | 460,422 | -2.1% | 0.20% | -5.3% |
| Q2 2021 | $81,652,000 | +13.4% | 470,188 | +8.1% | 0.21% | +1.5% |
| Q1 2021 | $72,019,000 | +9.7% | 434,876 | -5.8% | 0.20% | +3.0% |
| Q4 2020 | $65,657,000 | +47.4% | 461,691 | +14.7% | 0.20% | +30.3% |
| Q3 2020 | $44,531,000 | +9.3% | 402,526 | +5.6% | 0.15% | -1.3% |
| Q2 2020 | $40,738,000 | +27.4% | 381,014 | +5.8% | 0.15% | +3.4% |
| Q1 2020 | $31,977,000 | -41.7% | 360,106 | -10.0% | 0.15% | -28.7% |
| Q4 2019 | $54,855,000 | +8.7% | 400,200 | +2.2% | 0.21% | -2.8% |
| Q3 2019 | $50,468,000 | +0.9% | 391,686 | +2.3% | 0.22% | -2.3% |
| Q2 2019 | $49,995,000 | +4.0% | 382,990 | +2.6% | 0.22% | -0.9% |
| Q1 2019 | $48,061,000 | +18.3% | 373,349 | +4.9% | 0.22% | +2.8% |
| Q4 2018 | $40,610,000 | -18.3% | 356,047 | -0.1% | 0.22% | -9.2% |
| Q3 2018 | $49,684,000 | +8.3% | 356,522 | +5.5% | 0.24% | -0.8% |
| Q2 2018 | $45,867,000 | +3.7% | 337,783 | -1.1% | 0.24% | 0.0% |
| Q1 2018 | $44,217,000 | +2.3% | 341,661 | +4.9% | 0.24% | +1.7% |
| Q4 2017 | $43,237,000 | – | 325,627 | – | 0.24% | – |
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% |