VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,186 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $676,166 | -4.5% | 4,258 | -13.8% | 0.05% | -12.1% |
| Q3 2022 | $708,000 | -4.3% | 4,937 | 0.0% | 0.06% | +5.5% |
| Q2 2022 | $740,000 | -14.8% | 4,937 | 0.0% | 0.06% | +1.9% |
| Q1 2022 | $869,000 | -1.6% | 4,937 | 0.0% | 0.05% | +3.8% |
| Q4 2021 | $883,000 | +5.6% | 4,937 | 0.0% | 0.05% | -5.5% |
| Q3 2021 | $836,000 | -2.5% | 4,937 | 0.0% | 0.06% | -1.8% |
| Q2 2021 | $857,000 | +4.8% | 4,937 | 0.0% | 0.06% | +1.8% |
| Q1 2021 | $818,000 | +16.5% | 4,937 | 0.0% | 0.06% | +14.6% |
| Q4 2020 | $702,000 | +17.6% | 4,937 | -8.5% | 0.05% | +11.6% |
| Q3 2020 | $597,000 | +3.5% | 5,395 | 0.0% | 0.04% | -6.5% |
| Q2 2020 | $577,000 | +20.5% | 5,395 | 0.0% | 0.05% | +4.5% |
| Q1 2020 | $479,000 | -35.2% | 5,395 | 0.0% | 0.04% | -24.1% |
| Q4 2019 | $739,000 | +6.3% | 5,395 | 0.0% | 0.06% | +1.8% |
| Q3 2019 | $695,000 | -0.7% | 5,395 | +0.6% | 0.06% | -5.0% |
| Q2 2019 | $700,000 | +1.7% | 5,365 | +0.4% | 0.06% | -1.6% |
| Q1 2019 | $688,000 | +13.0% | 5,341 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $609,000 | -17.1% | 5,341 | +1.3% | 0.06% | -10.3% |
| Q3 2018 | $735,000 | +2.7% | 5,274 | 0.0% | 0.07% | -5.6% |
| Q2 2018 | $716,000 | +5.3% | 5,274 | +0.4% | 0.07% | +5.9% |
| Q1 2018 | $680,000 | -2.2% | 5,255 | +0.4% | 0.07% | +3.0% |
| Q4 2017 | $695,000 | +5.1% | 5,232 | +1.1% | 0.07% | -2.9% |
| Q3 2017 | $661,000 | +4.3% | 5,174 | +0.3% | 0.07% | +3.0% |
| Q2 2017 | $634,000 | -4.9% | 5,157 | -5.0% | 0.07% | -5.7% |
| Q1 2017 | $667,000 | +2.0% | 5,428 | +0.4% | 0.07% | -4.1% |
| Q4 2016 | $654,000 | +9.9% | 5,408 | +0.6% | 0.07% | +12.3% |
| Q3 2016 | $595,000 | +5.7% | 5,375 | +0.6% | 0.06% | +6.6% |
| Q2 2016 | $563,000 | +3.7% | 5,345 | +0.3% | 0.06% | +1.7% |
| Q1 2016 | $543,000 | +4.2% | 5,330 | +1.0% | 0.06% | +5.3% |
| Q4 2015 | $521,000 | +6.1% | 5,278 | +4.1% | 0.06% | 0.0% |
| Q3 2015 | $491,000 | -11.4% | 5,071 | -1.4% | 0.06% | -1.7% |
| Q2 2015 | $554,000 | +2.4% | 5,141 | +4.0% | 0.06% | +3.6% |
| Q1 2015 | $541,000 | +3.4% | 4,942 | 0.0% | 0.06% | +3.7% |
| Q4 2014 | $523,000 | +7.8% | 4,942 | +1.7% | 0.05% | 0.0% |
| Q3 2014 | $485,000 | -5.5% | 4,860 | 0.0% | 0.05% | -5.3% |
| Q2 2014 | $513,000 | +4.9% | 4,860 | +0.0% | 0.06% | 0.0% |
| Q1 2014 | $489,000 | +5.2% | 4,859 | +1.8% | 0.06% | +3.6% |
| Q4 2013 | $465,000 | +7.9% | 4,772 | 0.0% | 0.06% | 0.0% |
| Q3 2013 | $431,000 | +8.0% | 4,772 | 0.0% | 0.06% | +3.8% |
| Q2 2013 | $399,000 | – | 4,772 | – | 0.05% | – |
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% |