VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $37,029 | -4.8% | 232,171 | -1.2% | 0.56% | +0.7% |
Q2 2023 | $38,876 | +0.6% | 235,041 | -3.4% | 0.55% | -3.5% |
Q1 2023 | $38,634 | -6.4% | 243,349 | -6.3% | 0.57% | -1.5% |
Q4 2022 | $41,260 | -99.9% | 259,826 | +8.7% | 0.58% | -4.0% |
Q3 2022 | $34,278,000 | -5.4% | 239,036 | -1.1% | 0.60% | -2.9% |
Q2 2022 | $36,217,000 | -15.4% | 241,736 | -0.6% | 0.62% | -2.5% |
Q1 2022 | $42,791,000 | -2.7% | 243,215 | -1.1% | 0.64% | -17.1% |
Q4 2021 | $43,972,000 | +3.8% | 245,858 | -1.7% | 0.77% | -5.0% |
Q3 2021 | $42,344,000 | -3.6% | 250,171 | -1.1% | 0.81% | -7.0% |
Q2 2021 | $43,941,000 | +4.2% | 253,027 | -0.6% | 0.87% | -1.4% |
Q1 2021 | $42,152,000 | +14.8% | 254,523 | -1.4% | 0.88% | +4.5% |
Q4 2020 | $36,715,000 | +28.9% | 258,171 | +0.2% | 0.85% | +14.2% |
Q3 2020 | $28,493,000 | -0.2% | 257,557 | -3.5% | 0.74% | -10.2% |
Q2 2020 | $28,540,000 | +23.1% | 266,925 | +2.3% | 0.83% | +9.7% |
Q1 2020 | $23,176,000 | +804.3% | 260,986 | +1295.5% | 0.75% | +1058.5% |
Q4 2019 | $2,563,000 | +12.0% | 18,702 | +5.3% | 0.06% | -11.0% |
Q3 2019 | $2,289,000 | +0.9% | 17,763 | +2.2% | 0.07% | +1.4% |
Q2 2019 | $2,269,000 | +1.2% | 17,383 | -0.2% | 0.07% | -23.4% |
Q1 2019 | $2,242,000 | +20.5% | 17,419 | +6.8% | 0.09% | +4.4% |
Q4 2018 | $1,860,000 | -28.1% | 16,311 | -12.1% | 0.09% | -30.2% |
Q3 2018 | $2,586,000 | +12.0% | 18,556 | +9.2% | 0.13% | +7.5% |
Q2 2018 | $2,308,000 | +11.9% | 16,995 | +6.6% | 0.12% | +7.1% |
Q1 2018 | $2,063,000 | -6.2% | 15,939 | -3.8% | 0.11% | -18.8% |
Q4 2017 | $2,199,000 | -2.4% | 16,563 | -6.1% | 0.14% | -10.4% |
Q3 2017 | $2,253,000 | +5.4% | 17,631 | +1.4% | 0.15% | +1.3% |
Q2 2017 | $2,138,000 | +35.3% | 17,395 | +35.3% | 0.15% | +2.0% |
Q1 2017 | $1,580,000 | +29.9% | 12,859 | +28.0% | 0.15% | +14.6% |
Q4 2016 | $1,216,000 | +70.3% | 10,047 | +55.7% | 0.13% | +64.6% |
Q3 2016 | $714,000 | -38.8% | 6,451 | -41.7% | 0.08% | -38.3% |
Q2 2016 | $1,166,000 | +5.6% | 11,069 | +2.2% | 0.13% | 0.0% |
Q1 2016 | $1,104,000 | -10.1% | 10,836 | -12.8% | 0.13% | +14.3% |
Q4 2015 | $1,228,000 | +143.7% | 12,430 | +138.9% | 0.11% | +89.8% |
Q3 2015 | $504,000 | -7.9% | 5,202 | +2.4% | 0.06% | +1.7% |
Q2 2015 | $547,000 | -22.4% | 5,078 | -21.2% | 0.06% | -25.6% |
Q1 2015 | $705,000 | -59.6% | 6,442 | -61.0% | 0.08% | -57.4% |
Q4 2014 | $1,747,000 | +203.3% | 16,516 | +185.8% | 0.18% | +181.5% |
Q3 2014 | $576,000 | +14.7% | 5,779 | +21.6% | 0.06% | -3.0% |
Q2 2014 | $502,000 | +6.8% | 4,754 | +1.8% | 0.07% | +6.3% |
Q1 2014 | $470,000 | +39.1% | 4,672 | +34.4% | 0.06% | +34.0% |
Q4 2013 | $338,000 | – | 3,475 | – | 0.05% | – |
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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% |