VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $553,750 | -8.6% | 3,472 | -5.2% | 0.07% | -4.2% |
Q2 2023 | $606,026 | +5.7% | 3,664 | +1.4% | 0.07% | +4.3% |
Q1 2023 | $573,442 | +15.5% | 3,612 | +15.5% | 0.07% | -2.8% |
Q4 2022 | $496,409 | +39.1% | 3,126 | +25.6% | 0.07% | +34.0% |
Q3 2022 | $357,000 | +22.7% | 2,488 | +28.0% | 0.05% | +29.3% |
Q2 2022 | $291,000 | +203.1% | 1,943 | +256.5% | 0.04% | +241.7% |
Q1 2022 | $96,000 | -10.3% | 545 | -9.2% | 0.01% | 0.0% |
Q4 2021 | $107,000 | +4.9% | 600 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $102,000 | -1.9% | 600 | 0.0% | 0.01% | -7.7% |
Q2 2021 | $104,000 | +511.8% | 600 | +500.0% | 0.01% | +550.0% |
Q1 2021 | $17,000 | +21.4% | 100 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $14,000 | +27.3% | 100 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $11,000 | +120.0% | 100 | +88.7% | 0.00% | +100.0% |
Q1 2020 | $5,000 | -28.6% | 53 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $7,000 | +600.0% | 53 | +783.3% | 0.00% | – |
Q3 2019 | $1,000 | -99.0% | 6 | -99.2% | 0.00% | -100.0% |
Q2 2019 | $102,000 | +2.0% | 780 | +0.4% | 0.02% | 0.0% |
Q1 2019 | $100,000 | +12.4% | 777 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $89,000 | -16.8% | 777 | +1.3% | 0.02% | -6.2% |
Q3 2018 | $107,000 | +2.9% | 767 | 0.0% | 0.02% | 0.0% |
Q2 2018 | $104,000 | +5.1% | 767 | +0.4% | 0.02% | -5.9% |
Q1 2018 | $99,000 | -2.0% | 764 | +0.4% | 0.02% | +6.2% |
Q4 2017 | $101,000 | – | 761 | – | 0.02% | – |
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% |