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 | $741,948 | -11.8% | 4,652 | -8.5% | 0.12% | -7.9% |
Q2 2023 | $841,225 | +1.9% | 5,086 | -2.2% | 0.13% | -0.8% |
Q1 2023 | $825,394 | -5.3% | 5,199 | -5.3% | 0.13% | -3.8% |
Q4 2022 | $871,653 | +10.8% | 5,489 | 0.0% | 0.13% | +1.5% |
Q3 2022 | $787,000 | -5.6% | 5,489 | -1.4% | 0.13% | 0.0% |
Q2 2022 | $834,000 | -16.3% | 5,568 | -1.8% | 0.13% | -5.1% |
Q1 2022 | $997,000 | -0.4% | 5,668 | +1.2% | 0.14% | -8.6% |
Q4 2021 | $1,001,000 | +1.9% | 5,599 | -3.4% | 0.15% | -2.6% |
Q3 2021 | $982,000 | +1.6% | 5,799 | +4.2% | 0.16% | +2.6% |
Q2 2021 | $967,000 | +24.5% | 5,567 | +18.7% | 0.15% | +11.9% |
Q1 2021 | $777,000 | +16.0% | 4,690 | -0.4% | 0.14% | +9.8% |
Q4 2020 | $670,000 | +27.1% | 4,710 | -1.1% | 0.12% | +20.6% |
Q3 2020 | $527,000 | +28.5% | 4,760 | +24.2% | 0.10% | +17.2% |
Q2 2020 | $410,000 | +23.1% | 3,834 | +2.3% | 0.09% | +7.4% |
Q1 2020 | $333,000 | -38.4% | 3,748 | -5.0% | 0.08% | -25.0% |
Q4 2019 | $541,000 | +2.9% | 3,944 | -3.4% | 0.11% | +6.9% |
Q3 2019 | $526,000 | -18.3% | 4,081 | -17.3% | 0.10% | -18.5% |
Q2 2019 | $644,000 | -16.8% | 4,934 | -17.9% | 0.12% | -17.9% |
Q1 2019 | $774,000 | +14.5% | 6,009 | +1.3% | 0.15% | +4.1% |
Q4 2018 | $676,000 | -20.0% | 5,930 | -2.1% | 0.14% | -8.2% |
Q3 2018 | $845,000 | +7.8% | 6,060 | +4.9% | 0.16% | +2.6% |
Q2 2018 | $784,000 | +1.0% | 5,776 | -3.7% | 0.15% | +2.0% |
Q1 2018 | $776,000 | -39.8% | 5,999 | -38.2% | 0.15% | -39.4% |
Q4 2017 | $1,289,000 | -6.0% | 9,711 | -9.5% | 0.25% | -22.2% |
Q3 2017 | $1,371,000 | +1.9% | 10,730 | -2.0% | 0.32% | -4.8% |
Q2 2017 | $1,345,000 | -2.2% | 10,945 | -2.2% | 0.34% | +5.0% |
Q1 2017 | $1,375,000 | -14.1% | 11,192 | -15.4% | 0.32% | -22.3% |
Q4 2016 | $1,601,000 | +6.9% | 13,230 | -2.2% | 0.41% | +2.0% |
Q3 2016 | $1,497,000 | +1.7% | 13,531 | -3.2% | 0.40% | -1.7% |
Q2 2016 | $1,472,000 | -12.8% | 13,980 | -15.7% | 0.41% | -20.5% |
Q1 2016 | $1,689,000 | – | 16,579 | – | 0.52% | – |
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% |