VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 445 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 1.96 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,894,763 | -7.1% | 11,881 | -3.6% | 0.88% | -2.8% |
| Q2 2023 | $2,039,209 | +2.6% | 12,329 | -1.5% | 0.91% | -2.8% |
| Q1 2023 | $1,987,102 | +8.6% | 12,517 | +8.6% | 0.93% | +4.4% |
| Q4 2022 | $1,829,849 | +1.4% | 11,523 | -8.4% | 0.89% | -1.5% |
| Q3 2022 | $1,804,000 | -19.1% | 12,579 | -15.5% | 0.91% | -11.5% |
| Q2 2022 | $2,230,000 | -20.6% | 14,884 | -6.7% | 1.02% | -7.1% |
| Q1 2022 | $2,807,000 | -6.7% | 15,957 | -5.2% | 1.10% | -0.7% |
| Q4 2021 | $3,009,000 | -5.5% | 16,825 | -10.6% | 1.11% | -14.4% |
| Q3 2021 | $3,184,000 | -9.0% | 18,815 | -6.6% | 1.30% | -11.3% |
| Q2 2021 | $3,498,000 | +12.6% | 20,141 | +7.4% | 1.46% | +10.2% |
| Q1 2021 | $3,106,000 | +57.6% | 18,753 | +35.3% | 1.33% | +39.4% |
| Q4 2020 | $1,971,000 | +89.7% | 13,859 | +47.5% | 0.95% | +63.6% |
| Q3 2020 | $1,039,000 | -2.1% | 9,396 | -5.3% | 0.58% | -7.2% |
| Q2 2020 | $1,061,000 | +15.3% | 9,926 | -4.2% | 0.63% | -4.6% |
| Q1 2020 | $920,000 | -33.7% | 10,363 | +2.3% | 0.66% | -17.8% |
| Q4 2019 | $1,388,000 | +11.4% | 10,130 | +4.7% | 0.80% | +2.2% |
| Q3 2019 | $1,246,000 | -8.4% | 9,674 | -7.1% | 0.78% | -2.7% |
| Q2 2019 | $1,360,000 | -1.7% | 10,418 | -3.0% | 0.80% | -5.7% |
| Q1 2019 | $1,383,000 | -3.8% | 10,742 | -14.8% | 0.85% | -15.5% |
| Q4 2018 | $1,438,000 | -21.5% | 12,612 | -4.1% | 1.01% | -12.1% |
| Q3 2018 | $1,833,000 | +5.3% | 13,150 | +2.6% | 1.15% | -0.5% |
| Q2 2018 | $1,741,000 | +28.6% | 12,821 | +22.5% | 1.15% | +29.7% |
| Q1 2018 | $1,354,000 | +4.6% | 10,465 | +7.3% | 0.89% | +5.3% |
| Q4 2017 | $1,295,000 | +4.1% | 9,750 | +0.2% | 0.84% | +1.4% |
| Q3 2017 | $1,244,000 | -10.6% | 9,733 | -14.0% | 0.83% | -11.7% |
| Q2 2017 | $1,391,000 | +1.0% | 11,316 | +1.0% | 0.94% | -2.3% |
| Q1 2017 | $1,377,000 | +111.8% | 11,206 | +108.4% | 0.96% | +96.9% |
| Q4 2016 | $650,000 | – | 5,376 | – | 0.49% | – |
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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% |