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 | $818,981 | -7.0% | 5,135 | -3.6% | 0.09% | -4.4% |
| Q2 2023 | $880,755 | +3.8% | 5,325 | -0.4% | 0.09% | +1.1% |
| Q1 2023 | $848,572 | -5.6% | 5,345 | -5.6% | 0.09% | -11.8% |
| Q4 2022 | $898,808 | +22.5% | 5,660 | +10.6% | 0.10% | +10.9% |
| Q3 2022 | $734,000 | -4.3% | 5,119 | 0.0% | 0.09% | -3.2% |
| Q2 2022 | $767,000 | -14.7% | 5,119 | +0.2% | 0.10% | -8.7% |
| Q1 2022 | $899,000 | -1.0% | 5,108 | +0.6% | 0.10% | -10.3% |
| Q4 2021 | $908,000 | +6.3% | 5,079 | +0.6% | 0.12% | -6.5% |
| Q3 2021 | $854,000 | -4.3% | 5,047 | -1.8% | 0.12% | -11.4% |
| Q2 2021 | $892,000 | +3.6% | 5,138 | -1.2% | 0.14% | -4.8% |
| Q1 2021 | $861,000 | +7.8% | 5,199 | -7.5% | 0.15% | -1.3% |
| Q4 2020 | $799,000 | +14.0% | 5,618 | -11.3% | 0.15% | -0.7% |
| Q3 2020 | $701,000 | -71.9% | 6,335 | -72.9% | 0.15% | -74.9% |
| Q2 2020 | $2,496,000 | +14.8% | 23,347 | -4.6% | 0.60% | -0.2% |
| Q1 2020 | $2,174,000 | -41.1% | 24,479 | -9.2% | 0.60% | -28.4% |
| Q4 2019 | $3,694,000 | +6.7% | 26,948 | +0.3% | 0.84% | -1.2% |
| Q3 2019 | $3,461,000 | +0.9% | 26,863 | +2.3% | 0.85% | -0.4% |
| Q2 2019 | $3,429,000 | +10.5% | 26,267 | +8.9% | 0.85% | +5.5% |
| Q1 2019 | $3,104,000 | +25.8% | 24,110 | +11.4% | 0.81% | +16.0% |
| Q4 2018 | $2,468,000 | -9.9% | 21,634 | +10.0% | 0.70% | -7.1% |
| Q3 2018 | $2,740,000 | +4.1% | 19,660 | +1.5% | 0.75% | +3.2% |
| Q2 2018 | $2,631,000 | +13.3% | 19,377 | +8.0% | 0.72% | +12.8% |
| Q1 2018 | $2,323,000 | -1.4% | 17,947 | +1.1% | 0.64% | +5.8% |
| Q4 2017 | $2,357,000 | +3.8% | 17,754 | -0.0% | 0.61% | -1.9% |
| Q3 2017 | $2,270,000 | +20.6% | 17,761 | +16.0% | 0.62% | +16.8% |
| Q2 2017 | $1,882,000 | +13.9% | 15,312 | +12.1% | 0.53% | +10.4% |
| Q1 2017 | $1,653,000 | 0.0% | 13,665 | 0.0% | 0.48% | +1.3% |
| Q4 2016 | $1,653,000 | +9.3% | 13,665 | 0.0% | 0.48% | +9.4% |
| Q3 2016 | $1,512,000 | +13.1% | 13,665 | +7.6% | 0.43% | +8.5% |
| Q2 2016 | $1,337,000 | +0.4% | 12,695 | -2.9% | 0.40% | -0.5% |
| Q1 2016 | $1,332,000 | +276.3% | 13,070 | +264.6% | 0.40% | +286.5% |
| Q4 2015 | $354,000 | -4.6% | 3,585 | -6.5% | 0.10% | -8.0% |
| Q3 2015 | $371,000 | -55.8% | 3,835 | -50.8% | 0.11% | -12.4% |
| Q2 2015 | $840,000 | +99.1% | 7,790 | +101.8% | 0.13% | -0.8% |
| Q1 2015 | $422,000 | +3.4% | 3,860 | 0.0% | 0.13% | +4.0% |
| Q4 2014 | $408,000 | -6.2% | 3,860 | -11.5% | 0.12% | 0.0% |
| Q3 2014 | $435,000 | -23.4% | 4,360 | -19.0% | 0.12% | -21.9% |
| Q2 2014 | $568,000 | +3.8% | 5,385 | -0.9% | 0.16% | +0.6% |
| Q1 2014 | $547,000 | +1.1% | 5,435 | -2.2% | 0.16% | -1.9% |
| Q4 2013 | $541,000 | -12.9% | 5,560 | -19.2% | 0.16% | -28.3% |
| Q3 2013 | $621,000 | +1.8% | 6,885 | -5.5% | 0.23% | +11.3% |
| Q2 2013 | $610,000 | – | 7,285 | – | 0.20% | – |
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% |