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 | $2,067,569 | -4.0% | 12,964 | -0.5% | 0.42% | -0.2% |
| Q2 2023 | $2,154,108 | +3.5% | 13,024 | -0.7% | 0.42% | -2.1% |
| Q1 2023 | $2,081,919 | -0.8% | 13,114 | -0.8% | 0.42% | -3.8% |
| Q4 2022 | $2,098,701 | +10.1% | 13,216 | -0.6% | 0.44% | 0.0% |
| Q3 2022 | $1,906,000 | -3.9% | 13,296 | +0.4% | 0.44% | +2.8% |
| Q2 2022 | $1,983,000 | -14.9% | 13,241 | 0.0% | 0.43% | -1.8% |
| Q1 2022 | $2,329,000 | -2.5% | 13,241 | -0.9% | 0.44% | -2.7% |
| Q4 2021 | $2,389,000 | +3.3% | 13,361 | -2.3% | 0.45% | -4.9% |
| Q3 2021 | $2,313,000 | +14.1% | 13,671 | +17.1% | 0.47% | +12.1% |
| Q2 2021 | $2,027,000 | +4.5% | 11,671 | -0.3% | 0.42% | -1.2% |
| Q1 2021 | $1,939,000 | +12.8% | 11,711 | -3.1% | 0.43% | +4.4% |
| Q4 2020 | $1,719,000 | +31.0% | 12,087 | +1.9% | 0.41% | +18.2% |
| Q3 2020 | $1,312,000 | -10.6% | 11,862 | -13.6% | 0.35% | -14.1% |
| Q2 2020 | $1,467,000 | +23.3% | 13,723 | +2.4% | 0.40% | +4.7% |
| Q1 2020 | $1,190,000 | -35.2% | 13,398 | +0.0% | 0.38% | -18.6% |
| Q4 2019 | $1,836,000 | +4.0% | 13,395 | -2.3% | 0.47% | -1.9% |
| Q3 2019 | $1,766,000 | +6.8% | 13,705 | +8.2% | 0.48% | +4.8% |
| Q2 2019 | $1,654,000 | +0.5% | 12,670 | -0.9% | 0.46% | -3.0% |
| Q1 2019 | $1,646,000 | +8.1% | 12,790 | -4.1% | 0.47% | -2.3% |
| Q4 2018 | $1,522,000 | -22.2% | 13,340 | -5.0% | 0.48% | -9.0% |
| Q3 2018 | $1,956,000 | +10.7% | 14,035 | +7.8% | 0.53% | +1.3% |
| Q2 2018 | $1,767,000 | +10.2% | 13,015 | +5.0% | 0.53% | +9.6% |
| Q1 2018 | $1,604,000 | -8.6% | 12,390 | -6.2% | 0.48% | -3.0% |
| Q4 2017 | $1,754,000 | +4.7% | 13,211 | +0.8% | 0.50% | -3.1% |
| Q3 2017 | $1,675,000 | +4.8% | 13,111 | +0.8% | 0.51% | +0.8% |
| Q2 2017 | $1,599,000 | +4.1% | 13,011 | +4.1% | 0.51% | +1.4% |
| Q1 2017 | $1,536,000 | +11.5% | 12,501 | +9.8% | 0.50% | +6.6% |
| Q4 2016 | $1,377,000 | +30.6% | 11,381 | +19.5% | 0.47% | +25.1% |
| Q3 2016 | $1,054,000 | +57.5% | 9,525 | +49.9% | 0.38% | +51.8% |
| Q2 2016 | $669,000 | +36.0% | 6,356 | +31.7% | 0.25% | +29.3% |
| Q1 2016 | $492,000 | +10.3% | 4,826 | +7.0% | 0.19% | +8.5% |
| Q4 2015 | $446,000 | +118.6% | 4,511 | +114.0% | 0.18% | +104.7% |
| Q3 2015 | $204,000 | – | 2,108 | – | 0.09% | – |
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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% |