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 | $469,554 | +37.5% | 2,944 | +42.6% | 0.04% | +42.3% |
Q2 2023 | $341,485 | -23.2% | 2,065 | -26.3% | 0.03% | -25.7% |
Q1 2023 | $444,641 | +0.5% | 2,801 | +0.6% | 0.04% | -2.8% |
Q4 2022 | $442,251 | +11.1% | 2,785 | +0.4% | 0.04% | 0.0% |
Q3 2022 | $398,000 | -3.4% | 2,774 | +0.8% | 0.04% | 0.0% |
Q2 2022 | $412,000 | -14.5% | 2,751 | +0.5% | 0.04% | 0.0% |
Q1 2022 | $482,000 | -1.4% | 2,738 | +0.1% | 0.04% | +9.1% |
Q4 2021 | $489,000 | +6.3% | 2,735 | +0.7% | 0.03% | -2.9% |
Q3 2021 | $460,000 | -2.1% | 2,717 | +0.4% | 0.03% | -5.6% |
Q2 2021 | $470,000 | +5.1% | 2,707 | +0.4% | 0.04% | -2.7% |
Q1 2021 | $447,000 | +12.6% | 2,697 | -3.3% | 0.04% | +8.8% |
Q4 2020 | $397,000 | +35.0% | 2,790 | +4.9% | 0.03% | +21.4% |
Q3 2020 | $294,000 | +2.8% | 2,659 | -0.6% | 0.03% | 0.0% |
Q2 2020 | $286,000 | +14.4% | 2,675 | -4.9% | 0.03% | -9.7% |
Q1 2020 | $250,000 | -35.7% | 2,813 | -0.7% | 0.03% | -20.5% |
Q4 2019 | $389,000 | +7.2% | 2,834 | +0.7% | 0.04% | +2.6% |
Q3 2019 | $363,000 | -16.7% | 2,814 | -15.7% | 0.04% | -19.1% |
Q2 2019 | $436,000 | +1.6% | 3,338 | -0.1% | 0.05% | -4.1% |
Q1 2019 | $429,000 | +16.6% | 3,340 | +3.6% | 0.05% | +2.1% |
Q4 2018 | $368,000 | +11.2% | 3,225 | +35.9% | 0.05% | +29.7% |
Q3 2018 | $331,000 | – | 2,373 | – | 0.04% | – |
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% |