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 | $1,388,718 | +6.6% | 8,707 | +10.6% | 0.14% | +9.4% |
| Q2 2023 | $1,302,179 | +3.2% | 7,872 | -1.0% | 0.13% | -3.0% |
| Q1 2023 | $1,262,016 | +1.2% | 7,949 | +1.2% | 0.13% | -5.7% |
| Q4 2022 | $1,247,026 | +11.0% | 7,852 | +0.2% | 0.14% | -14.1% |
| Q3 2022 | $1,123,000 | -2.5% | 7,834 | +1.9% | 0.16% | +5.2% |
| Q2 2022 | $1,152,000 | -12.2% | 7,687 | +3.1% | 0.16% | -1.9% |
| Q1 2022 | $1,312,000 | -6.0% | 7,455 | -4.5% | 0.16% | -14.1% |
| Q4 2021 | $1,396,000 | +7.8% | 7,804 | +2.0% | 0.18% | -6.6% |
| Q3 2021 | $1,295,000 | -3.8% | 7,652 | -1.3% | 0.20% | -12.4% |
| Q2 2021 | $1,346,000 | +16.4% | 7,751 | +11.0% | 0.22% | -14.4% |
| Q1 2021 | $1,156,000 | +12.3% | 6,980 | -3.6% | 0.26% | -3.0% |
| Q4 2020 | $1,029,000 | +28.8% | 7,237 | +0.2% | 0.27% | +9.3% |
| Q3 2020 | $799,000 | +2.2% | 7,221 | -1.3% | 0.25% | -10.8% |
| Q2 2020 | $782,000 | +25.3% | 7,317 | +4.1% | 0.28% | +4.5% |
| Q1 2020 | $624,000 | -15.1% | 7,031 | +31.2% | 0.27% | +5.1% |
| Q4 2019 | $735,000 | +5.0% | 5,359 | +0.4% | 0.25% | +0.4% |
| Q3 2019 | $700,000 | +0.7% | 5,335 | +0.2% | 0.25% | -45.1% |
| Q2 2019 | $695,000 | -5.7% | 5,324 | -6.9% | 0.46% | -9.1% |
| Q1 2019 | $737,000 | +14.8% | 5,721 | +1.6% | 0.50% | -1.8% |
| Q4 2018 | $642,000 | -2.1% | 5,631 | +19.6% | 0.51% | +9.4% |
| Q3 2018 | $656,000 | +28.9% | 4,709 | +25.7% | 0.47% | +10.6% |
| Q2 2018 | $509,000 | +14.6% | 3,745 | +9.1% | 0.42% | +4.9% |
| Q1 2018 | $444,000 | -2.4% | 3,432 | +0.2% | 0.40% | -2.9% |
| Q4 2017 | $455,000 | +4.6% | 3,424 | +0.6% | 0.42% | -1.4% |
| Q3 2017 | $435,000 | +4.1% | 3,403 | +0.2% | 0.42% | +23.0% |
| Q2 2017 | $418,000 | +51.4% | 3,397 | +51.4% | 0.34% | +27.9% |
| Q1 2017 | $276,000 | +3.8% | 2,243 | +1.9% | 0.27% | -6.3% |
| Q4 2016 | $266,000 | -14.7% | 2,202 | -22.0% | 0.29% | -7.1% |
| Q3 2016 | $312,000 | +5.1% | 2,823 | +0.2% | 0.31% | -0.6% |
| Q2 2016 | $297,000 | +3.5% | 2,818 | +0.0% | 0.31% | -5.8% |
| Q1 2016 | $287,000 | -12.5% | 2,817 | -15.2% | 0.33% | -22.7% |
| Q4 2015 | $328,000 | – | 3,323 | – | 0.43% | – |
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% |