VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 769 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,692,544 | -4.0% | 67,042 | -0.4% | 0.48% | -8.0% |
Q2 2023 | $11,136,067 | -1.4% | 67,328 | -5.4% | 0.52% | -8.7% |
Q1 2023 | $11,299,282 | -0.1% | 71,172 | -0.0% | 0.57% | -11.0% |
Q4 2022 | $11,305,489 | +11.8% | 71,193 | +1.0% | 0.64% | -0.5% |
Q3 2022 | $10,112,000 | -4.7% | 70,516 | -0.4% | 0.65% | -5.5% |
Q2 2022 | $10,612,000 | -12.8% | 70,833 | +2.4% | 0.69% | +3.5% |
Q1 2022 | $12,165,000 | -1.3% | 69,143 | +0.4% | 0.66% | +5.9% |
Q4 2021 | $12,323,000 | +5.8% | 68,901 | +0.2% | 0.63% | -5.2% |
Q3 2021 | $11,642,000 | -1.6% | 68,783 | +1.0% | 0.66% | -2.4% |
Q2 2021 | $11,827,000 | +4.9% | 68,106 | +0.1% | 0.68% | -4.5% |
Q1 2021 | $11,270,000 | +11.9% | 68,054 | -3.9% | 0.71% | +4.7% |
Q4 2020 | $10,068,000 | +28.9% | 70,799 | +0.2% | 0.68% | +12.9% |
Q3 2020 | $7,813,000 | +3.6% | 70,623 | +0.1% | 0.60% | -2.3% |
Q2 2020 | $7,542,000 | +25.5% | 70,541 | +4.3% | 0.61% | +3.7% |
Q1 2020 | $6,008,000 | -55.2% | 67,662 | -30.8% | 0.59% | -35.7% |
Q4 2019 | $13,403,000 | +7.3% | 97,785 | +0.9% | 0.92% | +2.6% |
Q3 2019 | $12,493,000 | +1.9% | 96,960 | +3.3% | 0.90% | -2.0% |
Q2 2019 | $12,257,000 | -49.3% | 93,894 | -50.0% | 0.91% | -5.5% |
Q1 2019 | $24,172,000 | +122.0% | 187,778 | +96.7% | 0.97% | -1.6% |
Q4 2018 | $10,890,000 | -17.4% | 95,478 | +0.9% | 0.98% | -7.7% |
Q3 2018 | $13,182,000 | +4.0% | 94,586 | +1.3% | 1.06% | -2.2% |
Q2 2018 | $12,680,000 | -0.3% | 93,381 | -5.0% | 1.09% | -0.5% |
Q1 2018 | $12,721,000 | -4.0% | 98,292 | -1.6% | 1.10% | -4.0% |
Q4 2017 | $13,257,000 | +5.7% | 99,842 | +1.8% | 1.14% | +5.4% |
Q3 2017 | $12,539,000 | +4.1% | 98,124 | +0.1% | 1.08% | +2.4% |
Q2 2017 | $12,045,000 | +1.8% | 98,002 | +1.7% | 1.06% | +1.4% |
Q1 2017 | $11,835,000 | -2.3% | 96,328 | -3.8% | 1.04% | -8.9% |
Q4 2016 | $12,114,000 | +12.5% | 100,113 | +2.9% | 1.14% | +10.6% |
Q3 2016 | $10,769,000 | +5.8% | 97,316 | +0.7% | 1.04% | +2.3% |
Q2 2016 | $10,182,000 | +3.8% | 96,684 | +0.4% | 1.01% | +0.2% |
Q1 2016 | $9,809,000 | -7.1% | 96,281 | -10.0% | 1.01% | -0.7% |
Q4 2015 | $10,561,000 | -10.6% | 106,925 | -12.3% | 1.02% | -8.5% |
Q3 2015 | $11,813,000 | -11.7% | 121,972 | -1.7% | 1.11% | +0.4% |
Q2 2015 | $13,379,000 | -1.6% | 124,097 | -0.2% | 1.11% | +1.1% |
Q1 2015 | $13,600,000 | +2.2% | 124,316 | -1.2% | 1.10% | -4.8% |
Q4 2014 | $13,304,000 | -40.4% | 125,781 | -43.8% | 1.15% | -0.6% |
Q3 2014 | $22,304,000 | +90.6% | 223,614 | +101.6% | 1.16% | -21.1% |
Q2 2014 | $11,704,000 | -46.6% | 110,942 | -49.1% | 1.47% | -5.2% |
Q1 2014 | $21,932,000 | +179.5% | 217,934 | +170.4% | 1.55% | +28.5% |
Q4 2013 | $7,848,000 | +10.5% | 80,601 | +2.4% | 1.20% | +0.5% |
Q3 2013 | $7,102,000 | +9.0% | 78,706 | +1.1% | 1.20% | +5.4% |
Q2 2013 | $6,517,000 | – | 77,866 | – | 1.14% | – |
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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% |