VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $171,844,225 | -4.9% | 1,077,461 | -1.4% | 0.12% | -7.0% |
Q2 2023 | $180,692,232 | +4.7% | 1,092,457 | +0.5% | 0.13% | -3.7% |
Q1 2023 | $172,560,134 | +4.3% | 1,086,925 | +4.3% | 0.13% | -5.6% |
Q4 2022 | $165,452,917 | +17.9% | 1,041,895 | +6.4% | 0.14% | +5.2% |
Q3 2022 | $140,382,000 | +0.4% | 978,954 | +4.9% | 0.14% | +1.5% |
Q2 2022 | $139,757,000 | -13.1% | 932,830 | +2.1% | 0.13% | -3.6% |
Q1 2022 | $160,764,000 | +0.6% | 913,746 | +2.3% | 0.14% | +3.0% |
Q4 2021 | $159,786,000 | +6.9% | 893,410 | +1.2% | 0.13% | -4.3% |
Q3 2021 | $149,457,000 | +4.5% | 883,002 | +7.2% | 0.14% | -3.4% |
Q2 2021 | $143,075,000 | +3.4% | 823,881 | -1.4% | 0.14% | -8.8% |
Q1 2021 | $138,347,000 | +27.5% | 835,379 | +9.4% | 0.16% | +12.8% |
Q4 2020 | $108,549,000 | +25.9% | 763,302 | -2.0% | 0.14% | +4.4% |
Q3 2020 | $86,189,000 | +0.9% | 779,072 | -2.4% | 0.14% | -9.4% |
Q2 2020 | $85,379,000 | +27.6% | 798,529 | +6.0% | 0.15% | +3.5% |
Q1 2020 | $66,897,000 | -34.8% | 753,344 | +0.7% | 0.14% | -23.0% |
Q4 2019 | $102,572,000 | +9.0% | 748,315 | +2.4% | 0.19% | -2.6% |
Q3 2019 | $94,124,000 | -1.7% | 730,491 | -0.4% | 0.19% | -5.9% |
Q2 2019 | $95,711,000 | -1.4% | 733,191 | -2.7% | 0.20% | -7.3% |
Q1 2019 | $97,033,000 | +12.1% | 753,769 | -0.7% | 0.22% | -4.3% |
Q4 2018 | $86,553,000 | -18.9% | 758,836 | -0.9% | 0.23% | -10.2% |
Q3 2018 | $106,661,000 | +6.9% | 765,361 | +4.2% | 0.26% | -2.3% |
Q2 2018 | $99,775,000 | +5.3% | 734,774 | +0.4% | 0.26% | +0.4% |
Q1 2018 | $94,738,000 | +5.6% | 732,023 | +8.4% | 0.26% | -4.4% |
Q4 2017 | $89,695,000 | +17.0% | 675,515 | +12.6% | 0.27% | +0.7% |
Q3 2017 | $76,692,000 | -0.9% | 600,140 | -4.7% | 0.27% | -7.5% |
Q2 2017 | $77,409,000 | +1169.6% | 629,803 | +1164.4% | 0.29% | +597.6% |
Q1 2017 | $6,097,000 | +0.0% | 49,809 | -0.8% | 0.04% | -8.7% |
Q4 2016 | $6,095,000 | +11.6% | 50,206 | +1.2% | 0.05% | -11.5% |
Q3 2016 | $5,463,000 | +13.4% | 49,611 | +8.0% | 0.05% | +26.8% |
Q2 2016 | $4,819,000 | -95.0% | 45,919 | -95.2% | 0.04% | -84.6% |
Q1 2016 | $95,897,000 | +6.1% | 959,995 | +3.7% | 0.27% | +6.4% |
Q4 2015 | $90,353,000 | +98.4% | 925,996 | +103.8% | 0.25% | 0.0% |
Q3 2015 | $45,539,000 | -3.4% | 454,331 | +3.8% | 0.25% | +5.0% |
Q2 2015 | $47,159,000 | +8.1% | 437,836 | +9.6% | 0.24% | +7.2% |
Q1 2015 | $43,610,000 | +16.6% | 399,505 | +13.0% | 0.22% | +8.8% |
Q4 2014 | $37,407,000 | +15.9% | 353,659 | +7.8% | 0.20% | +6.8% |
Q3 2014 | $32,287,000 | -5.2% | 328,051 | +1.6% | 0.19% | -3.0% |
Q2 2014 | $34,055,000 | +5.5% | 322,793 | +0.6% | 0.20% | 0.0% |
Q1 2014 | $32,285,000 | +0.5% | 320,796 | -2.7% | 0.20% | -1.5% |
Q4 2013 | $32,116,000 | +8.2% | 329,838 | +2.0% | 0.20% | +1.5% |
Q3 2013 | $29,675,000 | +40.0% | 323,501 | +27.8% | 0.20% | +30.3% |
Q2 2013 | $21,193,000 | – | 253,206 | – | 0.15% | – |
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% |