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 | $398,725 | +1.1% | 2,500 | +4.9% | 0.02% | +7.1% |
| Q2 2023 | $394,314 | +4.1% | 2,384 | -0.0% | 0.01% | -6.7% |
| Q1 2023 | $378,643 | +2.7% | 2,385 | +2.8% | 0.02% | -6.2% |
| Q4 2022 | $368,575 | -7.6% | 2,321 | -16.6% | 0.02% | -11.1% |
| Q3 2022 | $399,000 | +0.3% | 2,782 | +4.7% | 0.02% | 0.0% |
| Q2 2022 | $398,000 | -7.4% | 2,658 | +8.8% | 0.02% | +5.9% |
| Q1 2022 | $430,000 | +4.1% | 2,444 | +5.8% | 0.02% | +21.4% |
| Q4 2021 | $413,000 | +10225.0% | 2,310 | +9140.0% | 0.01% | – |
| Q3 2021 | $4,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | +33.3% | 25 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | -62.5% | 25 | -66.2% | 0.00% | -100.0% |
| Q2 2020 | $8,000 | +300.0% | 74 | +196.0% | 0.00% | – |
| Q1 2020 | $2,000 | -33.3% | 25 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | – | 25 | – | 0.00% | – |
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% |