VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,954,602 | -3.3% | 37,335 | +0.2% | 1.27% | +1.9% |
Q2 2023 | $6,160,455 | -17.4% | 37,246 | -20.7% | 1.25% | -18.6% |
Q1 2023 | $7,460,509 | 0.0% | 46,981 | 0.0% | 1.53% | 0.0% |
Q4 2022 | $7,460,509 | +18.5% | 46,981 | +7.0% | 1.53% | +2.4% |
Q3 2022 | $6,298,000 | -5.9% | 43,919 | -1.7% | 1.50% | -1.8% |
Q2 2022 | $6,694,000 | -2.6% | 44,682 | +14.3% | 1.52% | +1.0% |
Q1 2022 | $6,875,000 | -6.1% | 39,076 | -4.5% | 1.51% | -5.9% |
Q4 2021 | $7,322,000 | +5.7% | 40,938 | -0.0% | 1.60% | +3.2% |
Q3 2021 | $6,930,000 | -1.0% | 40,943 | +1.6% | 1.56% | -3.5% |
Q2 2021 | $6,997,000 | +3.9% | 40,290 | -1.0% | 1.61% | -11.6% |
Q1 2021 | $6,737,000 | +14.6% | 40,681 | -1.6% | 1.82% | +2.1% |
Q4 2020 | $5,879,000 | +34.8% | 41,340 | +4.9% | 1.79% | +22.1% |
Q3 2020 | $4,360,000 | +14.4% | 39,410 | +10.6% | 1.46% | +9.3% |
Q2 2020 | $3,810,000 | -1.8% | 35,638 | -18.4% | 1.34% | -10.0% |
Q1 2020 | $3,878,000 | -42.5% | 43,669 | -11.2% | 1.49% | -27.0% |
Q4 2019 | $6,741,000 | +9.1% | 49,179 | +2.5% | 2.04% | +4.9% |
Q3 2019 | $6,181,000 | +3.6% | 47,970 | +5.0% | 1.94% | +2.6% |
Q2 2019 | $5,964,000 | -30.8% | 45,686 | -31.8% | 1.89% | -31.0% |
Q1 2019 | $8,624,000 | +13.7% | 66,993 | +0.7% | 2.74% | +1.5% |
Q4 2018 | $7,588,000 | -5.1% | 66,530 | +16.0% | 2.70% | +0.3% |
Q3 2018 | $7,993,000 | +4.1% | 57,354 | +1.5% | 2.70% | +1.6% |
Q2 2018 | $7,676,000 | +5.2% | 56,526 | +0.2% | 2.65% | +2.7% |
Q1 2018 | $7,299,000 | +83.2% | 56,395 | +87.9% | 2.58% | +77.3% |
Q4 2017 | $3,985,000 | +5.4% | 30,012 | -2.4% | 1.46% | -2.8% |
Q2 2017 | $3,780,000 | +1.6% | 30,750 | +1.6% | 1.50% | -0.9% |
Q1 2017 | $3,719,000 | -15.6% | 30,268 | -16.9% | 1.51% | -17.8% |
Q4 2016 | $4,405,000 | +8.1% | 36,407 | -1.2% | 1.84% | +8.6% |
Q3 2016 | $4,076,000 | +4.0% | 36,835 | -1.0% | 1.70% | +0.1% |
Q2 2016 | $3,918,000 | +12.9% | 37,209 | +9.2% | 1.69% | -0.4% |
Q1 2016 | $3,471,000 | +3.6% | 34,068 | +0.5% | 1.70% | -6.7% |
Q4 2015 | $3,349,000 | +5.8% | 33,906 | +3.8% | 1.82% | +3.4% |
Q3 2015 | $3,164,000 | -10.7% | 32,669 | -0.6% | 1.76% | -6.8% |
Q2 2015 | $3,543,000 | -2.4% | 32,859 | -1.0% | 1.89% | -4.0% |
Q1 2015 | $3,631,000 | +2.5% | 33,194 | -0.9% | 1.97% | +2.1% |
Q4 2014 | $3,544,000 | +5.5% | 33,507 | -0.5% | 1.93% | +3.9% |
Q3 2014 | $3,360,000 | -5.1% | 33,692 | +0.4% | 1.86% | -3.7% |
Q2 2014 | $3,540,000 | +21.3% | 33,557 | +15.7% | 1.93% | +15.0% |
Q1 2014 | $2,919,000 | +0.1% | 29,004 | -3.2% | 1.68% | -3.5% |
Q4 2013 | $2,916,000 | +5.2% | 29,952 | -2.5% | 1.74% | +0.2% |
Q3 2013 | $2,773,000 | +1.4% | 30,726 | -6.0% | 1.74% | +1.1% |
Q2 2013 | $2,736,000 | – | 32,691 | – | 1.72% | – |
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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% |