VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $323,286 | -3.6% | 2,027 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $335,266 | +4.2% | 2,027 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $321,807 | +51.8% | 2,027 | +43.3% | 0.01% | +50.0% |
| Q2 2022 | $212,000 | -1.9% | 1,415 | +15.0% | 0.00% | 0.0% |
| Q1 2022 | $216,000 | -10.7% | 1,230 | -8.9% | 0.00% | 0.0% |
| Q4 2021 | $242,000 | +6.1% | 1,350 | -0.1% | 0.00% | 0.0% |
| Q3 2021 | $228,000 | -12.0% | 1,351 | -9.3% | 0.00% | -20.0% |
| Q2 2021 | $259,000 | -0.4% | 1,489 | -5.1% | 0.01% | 0.0% |
| Q1 2021 | $260,000 | +16.6% | 1,569 | -0.1% | 0.01% | 0.0% |
| Q4 2020 | $223,000 | +8.3% | 1,571 | -15.6% | 0.01% | 0.0% |
| Q3 2020 | $206,000 | -14.9% | 1,861 | -17.9% | 0.01% | -16.7% |
| Q2 2020 | $242,000 | -33.0% | 2,266 | -44.4% | 0.01% | -40.0% |
| Q1 2020 | $361,000 | -43.9% | 4,074 | -13.2% | 0.01% | -33.3% |
| Q4 2019 | $643,000 | +16.3% | 4,693 | +9.4% | 0.02% | +7.1% |
| Q3 2019 | $553,000 | -8.1% | 4,288 | -7.0% | 0.01% | -12.5% |
| Q2 2019 | $602,000 | +5.1% | 4,612 | +3.6% | 0.02% | +6.7% |
| Q1 2019 | $573,000 | +9.4% | 4,451 | -3.0% | 0.02% | -6.2% |
| Q4 2018 | $524,000 | -23.9% | 4,590 | -7.2% | 0.02% | -15.8% |
| Q3 2018 | $689,000 | -1.4% | 4,946 | -3.9% | 0.02% | -9.5% |
| Q2 2018 | $699,000 | +4.0% | 5,146 | -0.9% | 0.02% | 0.0% |
| Q1 2018 | $672,000 | -12.8% | 5,192 | -10.6% | 0.02% | -8.7% |
| Q4 2017 | $771,000 | +0.5% | 5,806 | -3.2% | 0.02% | -4.2% |
| Q3 2017 | $767,000 | +2.8% | 6,000 | -1.2% | 0.02% | +4.3% |
| Q2 2017 | $746,000 | -12.0% | 6,074 | -12.0% | 0.02% | -11.5% |
| Q1 2017 | $848,000 | -7.3% | 6,903 | -8.8% | 0.03% | -13.3% |
| Q4 2016 | $915,000 | +12.8% | 7,566 | +3.3% | 0.03% | +7.1% |
| Q3 2016 | $811,000 | +29.8% | 7,325 | +23.3% | 0.03% | +27.3% |
| Q2 2016 | $625,000 | – | 5,939 | – | 0.02% | – |
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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% |