VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 287 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is 10.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,919,703 | -10.1% | 12,037 | -6.7% | 0.16% | -6.4% |
Q2 2023 | $2,135,008 | -1.5% | 12,908 | -5.5% | 0.17% | -3.4% |
Q1 2023 | $2,167,774 | +4.1% | 13,654 | +4.2% | 0.18% | -3.2% |
Q4 2022 | $2,081,401 | +21.2% | 13,107 | +9.4% | 0.18% | +10.1% |
Q3 2022 | $1,718,000 | -3.0% | 11,983 | +1.4% | 0.17% | +4.3% |
Q2 2022 | $1,771,000 | -14.7% | 11,821 | +0.1% | 0.16% | -0.6% |
Q1 2022 | $2,077,000 | +7.0% | 11,804 | +8.7% | 0.16% | +19.1% |
Q4 2021 | $1,942,000 | +15.5% | 10,861 | +9.4% | 0.14% | 0.0% |
Q3 2021 | $1,681,000 | +5.5% | 9,930 | +8.3% | 0.14% | +7.9% |
Q2 2021 | $1,593,000 | +29.5% | 9,173 | +23.5% | 0.13% | +8.6% |
Q1 2021 | $1,230,000 | +28.9% | 7,426 | +10.7% | 0.12% | +17.2% |
Q4 2020 | $954,000 | +58.2% | 6,708 | +23.0% | 0.10% | +39.4% |
Q3 2020 | $603,000 | +3.8% | 5,453 | +0.4% | 0.07% | -6.6% |
Q2 2020 | $581,000 | +18.3% | 5,431 | -1.8% | 0.08% | +4.1% |
Q1 2020 | $491,000 | -33.6% | 5,528 | +2.5% | 0.07% | -5.2% |
Q4 2019 | $739,000 | +6.6% | 5,393 | +0.3% | 0.08% | 0.0% |
Q3 2019 | $693,000 | -4.1% | 5,376 | -3.0% | 0.08% | -7.2% |
Q2 2019 | $723,000 | +12.3% | 5,541 | +10.8% | 0.08% | +10.7% |
Q1 2019 | $644,000 | +23.8% | 4,999 | +9.7% | 0.08% | +10.3% |
Q4 2018 | $520,000 | +5.3% | 4,559 | +28.7% | 0.07% | +23.6% |
Q3 2018 | $494,000 | +3.6% | 3,542 | +0.9% | 0.06% | 0.0% |
Q2 2018 | $477,000 | +21.7% | 3,510 | +15.8% | 0.06% | +17.0% |
Q1 2018 | $392,000 | +8.9% | 3,031 | +11.9% | 0.05% | +6.8% |
Q4 2017 | $360,000 | +4.0% | 2,708 | +0.0% | 0.04% | 0.0% |
Q3 2017 | $346,000 | +4.2% | 2,707 | +0.3% | 0.04% | 0.0% |
Q2 2017 | $332,000 | +4.7% | 2,699 | +4.7% | 0.04% | 0.0% |
Q1 2017 | $317,000 | +1.9% | 2,579 | +0.4% | 0.04% | -6.4% |
Q4 2016 | $311,000 | +159.2% | 2,570 | +137.7% | 0.05% | +123.8% |
Q3 2016 | $120,000 | +23.7% | 1,081 | +17.9% | 0.02% | +16.7% |
Q2 2016 | $97,000 | +4.3% | 917 | +0.2% | 0.02% | 0.0% |
Q1 2016 | $93,000 | +3.3% | 915 | +0.2% | 0.02% | 0.0% |
Q4 2015 | $90,000 | +3.4% | 913 | +1.1% | 0.02% | 0.0% |
Q3 2015 | $87,000 | -1.1% | 903 | +10.9% | 0.02% | +12.5% |
Q2 2015 | $88,000 | -1.1% | 814 | 0.0% | 0.02% | -5.9% |
Q1 2015 | $89,000 | +3.5% | 814 | 0.0% | 0.02% | +6.2% |
Q4 2014 | $86,000 | +7.5% | 814 | +1.1% | 0.02% | 0.0% |
Q3 2014 | $80,000 | -5.9% | 805 | 0.0% | 0.02% | -5.9% |
Q2 2014 | $85,000 | +4.9% | 805 | 0.0% | 0.02% | 0.0% |
Q1 2014 | $81,000 | – | 805 | – | 0.02% | – |
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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% |