VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $613,000 | -4.1% | 4,275 | +0.2% | 0.04% | -2.5% |
Q2 2022 | $639,000 | -12.9% | 4,267 | +2.3% | 0.04% | -18.4% |
Q1 2022 | $734,000 | -5.5% | 4,172 | -4.0% | 0.05% | -2.0% |
Q4 2021 | $777,000 | +3.9% | 4,345 | -1.7% | 0.05% | -3.8% |
Q3 2021 | $748,000 | -0.8% | 4,420 | +1.9% | 0.05% | -3.7% |
Q2 2021 | $754,000 | +5.0% | 4,339 | +0.1% | 0.05% | -6.9% |
Q1 2021 | $718,000 | +5.3% | 4,336 | -9.6% | 0.06% | +1.8% |
Q4 2020 | $682,000 | +46.0% | 4,796 | +13.7% | 0.06% | +29.5% |
Q3 2020 | $467,000 | -1.9% | 4,217 | -5.2% | 0.04% | -17.0% |
Q2 2020 | $476,000 | -22.9% | 4,448 | -36.0% | 0.05% | -32.1% |
Q1 2020 | $617,000 | +5.1% | 6,945 | +62.1% | 0.08% | +25.8% |
Q4 2019 | $587,000 | +6.5% | 4,285 | +0.1% | 0.06% | -3.1% |
Q3 2019 | $551,000 | +4.8% | 4,280 | +6.3% | 0.06% | +4.9% |
Q2 2019 | $526,000 | +1.5% | 4,028 | +0.1% | 0.06% | -1.6% |
Q1 2019 | $518,000 | +7.5% | 4,025 | -4.7% | 0.06% | +3.3% |
Q4 2018 | $482,000 | -3.8% | 4,222 | +17.5% | 0.06% | +7.1% |
Q3 2018 | $501,000 | -15.8% | 3,592 | -18.0% | 0.06% | -34.9% |
Q2 2018 | $595,000 | -1.2% | 4,379 | -5.9% | 0.09% | -5.5% |
Q1 2018 | $602,000 | +5.6% | 4,652 | +8.4% | 0.09% | +8.3% |
Q4 2017 | $570,000 | +80.4% | 4,290 | +73.3% | 0.08% | +71.4% |
Q3 2017 | $316,000 | +5.7% | 2,476 | +1.7% | 0.05% | 0.0% |
Q2 2017 | $299,000 | +22.0% | 2,434 | +22.1% | 0.05% | +19.5% |
Q1 2017 | $245,000 | +4.3% | 1,993 | +2.6% | 0.04% | +2.5% |
Q4 2016 | $235,000 | +11.9% | 1,943 | +2.2% | 0.04% | +5.3% |
Q3 2016 | $210,000 | -0.9% | 1,901 | -5.8% | 0.04% | 0.0% |
Q2 2016 | $212,000 | +5.5% | 2,017 | +2.2% | 0.04% | +5.6% |
Q1 2016 | $201,000 | -19.0% | 1,974 | -14.2% | 0.04% | -10.0% |
Q2 2015 | $248,000 | +1.6% | 2,300 | +3.0% | 0.04% | +14.3% |
Q1 2015 | $244,000 | +3.4% | 2,232 | 0.0% | 0.04% | +2.9% |
Q4 2014 | $236,000 | +5.8% | 2,232 | 0.0% | 0.03% | 0.0% |
Q3 2014 | $223,000 | – | 2,232 | – | 0.03% | – |
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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% |