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 | $7,814,349 | +96984.7% | 48,996 | +0.7% | 1.11% | -0.3% |
| Q2 2023 | $8,049 | +10.0% | 48,661 | +5.5% | 1.11% | +2.1% |
| Q1 2023 | $7,319 | +49.0% | 46,104 | +49.1% | 1.09% | +42.7% |
| Q4 2022 | $4,912 | -99.9% | 30,928 | -2.8% | 0.76% | -0.8% |
| Q3 2022 | $4,564,000 | -6.2% | 31,829 | -2.0% | 0.77% | -0.4% |
| Q2 2022 | $4,864,000 | -17.5% | 32,466 | -3.1% | 0.77% | -5.3% |
| Q1 2022 | $5,893,000 | -5.9% | 33,493 | -4.3% | 0.81% | -4.9% |
| Q4 2021 | $6,262,000 | +3.7% | 35,011 | -1.9% | 0.86% | -6.2% |
| Q3 2021 | $6,040,000 | -5.9% | 35,683 | -3.4% | 0.91% | -9.5% |
| Q2 2021 | $6,418,000 | +5.4% | 36,956 | +0.5% | 1.01% | +4.9% |
| Q1 2021 | $6,090,000 | +15.6% | 36,775 | -0.8% | 0.96% | +9.5% |
| Q4 2020 | $5,270,000 | +27.8% | 37,055 | -0.6% | 0.88% | +18.8% |
| Q3 2020 | $4,123,000 | -0.4% | 37,275 | -3.8% | 0.74% | -9.0% |
| Q2 2020 | $4,141,000 | – | 38,736 | – | 0.81% | – |
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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% |