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 | $1,162,720 | -8.9% | 7,290 | -5.5% | 0.13% | -3.0% |
| Q2 2023 | $1,276,198 | -3.4% | 7,715 | -7.3% | 0.14% | -7.5% |
| Q1 2023 | $1,320,734 | -14.0% | 8,319 | -14.0% | 0.15% | -16.1% |
| Q4 2022 | $1,535,594 | +11.7% | 9,669 | +0.8% | 0.17% | -4.4% |
| Q3 2022 | $1,375,000 | -16.3% | 9,590 | -12.5% | 0.18% | -12.9% |
| Q2 2022 | $1,642,000 | -15.1% | 10,961 | -0.4% | 0.21% | -1.4% |
| Q1 2022 | $1,935,000 | -7.5% | 11,002 | -6.0% | 0.21% | -6.6% |
| Q4 2021 | $2,093,000 | -47.8% | 11,705 | -15.5% | 0.23% | -10.3% |
| Q3 2021 | $4,010,000 | +96.5% | 13,855 | +17.8% | 0.25% | -3.4% |
| Q2 2021 | $2,041,000 | +2.0% | 11,758 | -2.7% | 0.26% | -9.3% |
| Q1 2021 | $2,001,000 | +9.2% | 12,083 | -6.2% | 0.29% | +2.5% |
| Q4 2020 | $1,832,000 | +37.1% | 12,886 | +6.7% | 0.28% | +25.9% |
| Q3 2020 | $1,336,000 | -6.0% | 12,078 | -9.1% | 0.22% | -12.8% |
| Q2 2020 | $1,421,000 | +4.6% | 13,293 | -13.1% | 0.26% | -5.2% |
| Q1 2020 | $1,358,000 | -47.3% | 15,295 | -18.6% | 0.27% | -36.4% |
| Q4 2019 | $2,576,000 | +6.7% | 18,798 | +0.3% | 0.43% | -5.1% |
| Q3 2019 | $2,414,000 | -24.8% | 18,742 | -23.7% | 0.45% | -20.7% |
| Q2 2019 | $3,208,000 | -1.5% | 24,575 | -2.9% | 0.57% | -6.8% |
| Q1 2019 | $3,257,000 | +1.5% | 25,302 | -10.1% | 0.61% | -9.9% |
| Q4 2018 | $3,210,000 | -34.7% | 28,150 | -20.2% | 0.67% | -22.6% |
| Q3 2018 | $4,913,000 | -3.3% | 35,254 | -5.8% | 0.87% | -9.2% |
| Q2 2018 | $5,081,000 | +0.5% | 37,417 | -4.3% | 0.96% | -18.9% |
| Q1 2018 | $5,058,000 | -21.4% | 39,086 | -19.3% | 1.18% | -4.1% |
| Q4 2017 | $6,434,000 | -12.7% | 48,457 | -15.9% | 1.23% | -18.9% |
| Q3 2017 | $7,367,000 | +10.7% | 57,646 | +6.5% | 1.52% | +5.6% |
| Q2 2017 | $6,656,000 | +2.8% | 54,151 | +2.8% | 1.44% | -7.9% |
| Q1 2017 | $6,474,000 | +20.3% | 52,698 | +18.5% | 1.56% | +0.1% |
| Q4 2016 | $5,383,000 | +11.3% | 44,487 | +1.8% | 1.56% | -2.9% |
| Q3 2016 | $4,836,000 | +10.9% | 43,704 | +5.6% | 1.61% | -3.0% |
| Q2 2016 | $4,359,000 | +3.2% | 41,388 | -0.2% | 1.66% | -10.1% |
| Q1 2016 | $4,224,000 | +1.5% | 41,464 | -1.6% | 1.85% | -8.2% |
| Q4 2015 | $4,161,000 | +4.3% | 42,131 | +2.2% | 2.01% | -11.1% |
| Q3 2015 | $3,991,000 | -0.3% | 41,205 | +10.9% | 2.26% | +1.0% |
| Q2 2015 | $4,005,000 | +169.7% | 37,148 | +173.7% | 2.24% | +154.4% |
| Q1 2015 | $1,485,000 | – | 13,575 | – | 0.88% | – |
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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% |