VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,250,401 | -29.8% | 7,840 | -27.2% | 0.08% | -27.6% |
Q2 2023 | $1,781,193 | -0.6% | 10,769 | -4.6% | 0.12% | -7.2% |
Q1 2023 | $1,791,765 | +0.3% | 11,286 | +0.4% | 0.12% | -4.6% |
Q4 2022 | $1,785,706 | +12.7% | 11,245 | +1.7% | 0.13% | +4.8% |
Q3 2022 | $1,585,000 | -3.8% | 11,055 | +0.6% | 0.12% | -0.8% |
Q2 2022 | $1,647,000 | -28.2% | 10,987 | -15.7% | 0.13% | -18.7% |
Q1 2022 | $2,294,000 | +5.7% | 13,036 | +7.4% | 0.16% | +13.1% |
Q4 2021 | $2,170,000 | +17.2% | 12,133 | +10.9% | 0.14% | +3.8% |
Q3 2021 | $1,852,000 | +25.1% | 10,940 | +28.4% | 0.13% | +28.2% |
Q2 2021 | $1,480,000 | +36.7% | 8,523 | +30.3% | 0.10% | +27.2% |
Q1 2021 | $1,083,000 | +220.4% | 6,541 | +175.1% | 0.08% | +200.0% |
Q4 2020 | $338,000 | +36.3% | 2,378 | +6.2% | 0.03% | +17.4% |
Q3 2020 | $248,000 | +5.5% | 2,240 | +1.8% | 0.02% | 0.0% |
Q2 2020 | $235,000 | +24.3% | 2,200 | +3.4% | 0.02% | +27.8% |
Q1 2020 | $189,000 | +6200.0% | 2,128 | +9572.7% | 0.02% | – |
Q2 2019 | $3,000 | 0.0% | 22 | 0.0% | 0.00% | – |
Q1 2019 | $3,000 | 0.0% | 22 | 0.0% | 0.00% | – |
Q4 2018 | $3,000 | 0.0% | 22 | 0.0% | 0.00% | – |
Q3 2018 | $3,000 | 0.0% | 22 | 0.0% | 0.00% | – |
Q2 2018 | $3,000 | 0.0% | 22 | 0.0% | 0.00% | – |
Q1 2018 | $3,000 | – | 22 | – | 0.00% | – |
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% |