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 | $1,860,818 | -5.6% | 11,667 | -2.1% | 0.06% | -1.5% |
Q2 2023 | $1,971,949 | -5.0% | 11,922 | -8.9% | 0.06% | -9.7% |
Q1 2023 | $2,076,629 | -0.9% | 13,080 | -0.9% | 0.07% | -8.9% |
Q4 2022 | $2,095,414 | +11.2% | 13,195 | +0.4% | 0.08% | -2.5% |
Q3 2022 | $1,885,000 | -3.2% | 13,143 | +1.1% | 0.08% | -1.2% |
Q2 2022 | $1,948,000 | -7.3% | 13,005 | +3.9% | 0.08% | -2.4% |
Q1 2022 | $2,102,000 | -13.5% | 12,516 | -7.8% | 0.08% | -1.2% |
Q4 2021 | $2,429,000 | +6.0% | 13,579 | +0.3% | 0.08% | -5.6% |
Q3 2021 | $2,291,000 | -5.1% | 13,534 | -2.7% | 0.09% | -5.3% |
Q2 2021 | $2,415,000 | +3.1% | 13,909 | -1.7% | 0.10% | -5.9% |
Q1 2021 | $2,343,000 | +24.2% | 14,147 | +6.7% | 0.10% | +13.5% |
Q4 2020 | $1,886,000 | +24.6% | 13,260 | -3.1% | 0.09% | +8.5% |
Q3 2020 | $1,514,000 | -6.1% | 13,687 | -9.3% | 0.08% | -16.3% |
Q2 2020 | $1,613,000 | +7.8% | 15,089 | -10.4% | 0.10% | -11.7% |
Q1 2020 | $1,496,000 | -46.3% | 16,840 | -17.2% | 0.11% | -32.7% |
Q4 2019 | $2,788,000 | +8.0% | 20,340 | +1.5% | 0.16% | +1.2% |
Q3 2019 | $2,581,000 | -67.1% | 20,034 | -66.6% | 0.16% | -67.7% |
Q2 2019 | $7,841,000 | +7.1% | 60,063 | +5.6% | 0.50% | +6.8% |
Q1 2019 | $7,324,000 | +26.0% | 56,898 | +11.6% | 0.47% | +18.2% |
Q4 2018 | $5,815,000 | -3.2% | 50,985 | +18.3% | 0.40% | +9.6% |
Q3 2018 | $6,008,000 | -3.2% | 43,109 | -5.7% | 0.36% | -26.6% |
Q2 2018 | $6,205,000 | -18.4% | 45,696 | -22.2% | 0.50% | -18.8% |
Q1 2018 | $7,605,000 | -19.7% | 58,762 | -17.6% | 0.61% | -18.4% |
Q4 2017 | $9,473,000 | +53.0% | 71,343 | +47.2% | 0.75% | +43.7% |
Q3 2017 | $6,192,000 | +13.6% | 48,454 | +9.3% | 0.52% | +9.2% |
Q2 2017 | $5,449,000 | -44.4% | 44,332 | -44.4% | 0.48% | -42.5% |
Q1 2017 | $9,793,000 | +14.9% | 79,707 | +13.2% | 0.83% | +8.6% |
Q4 2016 | $8,523,000 | +122.4% | 70,438 | +103.4% | 0.77% | +114.0% |
Q3 2016 | $3,833,000 | +11.3% | 34,637 | +5.9% | 0.36% | 0.0% |
Q2 2016 | $3,445,000 | +7.4% | 32,710 | +3.9% | 0.36% | -7.7% |
Q1 2016 | $3,209,000 | +21.3% | 31,495 | +17.6% | 0.39% | +48.7% |
Q4 2015 | $2,645,000 | +41.8% | 26,777 | +39.0% | 0.26% | -1.1% |
Q3 2015 | $1,865,000 | +27.3% | 19,261 | +41.8% | 0.26% | +83.3% |
Q2 2015 | $1,465,000 | +110.2% | 13,586 | +113.2% | 0.14% | +111.8% |
Q1 2015 | $697,000 | +4.8% | 6,371 | +1.4% | 0.07% | 0.0% |
Q4 2014 | $665,000 | +1.5% | 6,283 | -4.3% | 0.07% | -4.2% |
Q3 2014 | $655,000 | -7.7% | 6,563 | -2.5% | 0.07% | -6.6% |
Q2 2014 | $710,000 | +5.0% | 6,728 | +0.1% | 0.08% | 0.0% |
Q1 2014 | $676,000 | +16.8% | 6,718 | +12.9% | 0.08% | +10.1% |
Q4 2013 | $579,000 | +8.0% | 5,951 | +0.3% | 0.07% | -4.2% |
Q3 2013 | $536,000 | +5.9% | 5,936 | -1.8% | 0.07% | -7.7% |
Q2 2013 | $506,000 | – | 6,046 | – | 0.08% | – |
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% |