VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 445 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 1.96 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $497,928 | -3.6% | 3,122 | 0.0% | 0.06% | 0.0% |
Q2 2023 | $516,379 | +4.2% | 3,122 | 0.0% | 0.06% | -6.2% |
Q1 2023 | $495,649 | +2.9% | 3,122 | +2.9% | 0.06% | -8.6% |
Q4 2022 | $481,799 | -4.8% | 3,034 | -14.0% | 0.07% | -1.4% |
Q3 2022 | $506,000 | -4.2% | 3,526 | 0.0% | 0.07% | +9.2% |
Q2 2022 | $528,000 | -22.7% | 3,526 | -14.5% | 0.06% | -4.4% |
Q1 2022 | $683,000 | +6.1% | 4,122 | +14.5% | 0.07% | +38.8% |
Q4 2021 | $644,000 | +10.8% | 3,600 | +5.0% | 0.05% | +8.9% |
Q3 2021 | $581,000 | -19.8% | 3,430 | -17.8% | 0.04% | -21.1% |
Q2 2021 | $724,000 | +4.6% | 4,171 | -0.2% | 0.06% | -6.6% |
Q1 2021 | $692,000 | +36.0% | 4,178 | +16.8% | 0.06% | +32.6% |
Q4 2020 | $509,000 | +28.5% | 3,578 | 0.0% | 0.05% | +12.2% |
Q3 2020 | $396,000 | -13.5% | 3,578 | -16.4% | 0.04% | -22.6% |
Q2 2020 | $458,000 | +20.5% | 4,282 | 0.0% | 0.05% | -5.4% |
Q1 2020 | $380,000 | -31.2% | 4,282 | +6.4% | 0.06% | -11.1% |
Q4 2019 | $552,000 | +9.7% | 4,024 | +3.2% | 0.06% | +3.3% |
Q3 2019 | $503,000 | -2.7% | 3,901 | -1.6% | 0.06% | +5.2% |
Q2 2019 | $517,000 | +1.2% | 3,964 | -0.2% | 0.06% | -30.1% |
Q1 2019 | $511,000 | +31.4% | 3,972 | +16.5% | 0.08% | +5.1% |
Q4 2018 | $389,000 | -22.7% | 3,408 | -5.6% | 0.08% | -3.7% |
Q3 2018 | $503,000 | -2.1% | 3,611 | -4.6% | 0.08% | -6.8% |
Q2 2018 | $514,000 | +4.9% | 3,785 | 0.0% | 0.09% | -3.3% |
Q1 2018 | $490,000 | +3.2% | 3,785 | +5.8% | 0.09% | +2.2% |
Q4 2017 | $475,000 | +11.0% | 3,578 | +6.8% | 0.09% | +11.2% |
Q3 2017 | $428,000 | +2.1% | 3,350 | -1.6% | 0.08% | -4.8% |
Q2 2017 | $419,000 | -3.9% | 3,406 | -4.0% | 0.08% | -6.7% |
Q1 2017 | $436,000 | -17.4% | 3,549 | -25.7% | 0.09% | -12.6% |
Q3 2016 | $528,000 | +4.1% | 4,775 | -0.7% | 0.10% | -6.4% |
Q2 2016 | $507,000 | +32.7% | 4,810 | +28.2% | 0.11% | +41.0% |
Q1 2016 | $382,000 | +1.6% | 3,751 | -1.4% | 0.08% | +11.4% |
Q4 2015 | $376,000 | +0.8% | 3,806 | -1.2% | 0.07% | -1.4% |
Q3 2015 | $373,000 | -12.6% | 3,852 | -2.7% | 0.07% | -9.0% |
Q2 2015 | $427,000 | -2.5% | 3,958 | -1.2% | 0.08% | -1.3% |
Q1 2015 | $438,000 | – | 4,007 | – | 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% |