VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,425,363 | +4.2% | 8,618 | 0.0% | 0.22% | -2.3% |
| Q1 2023 | $1,368,133 | -0.0% | 8,618 | 0.0% | 0.22% | -3.1% |
| Q4 2022 | $1,368,468 | +10.6% | 8,618 | -0.1% | 0.23% | +5.1% |
| Q3 2022 | $1,237,000 | -16.8% | 8,629 | +2.2% | 0.22% | +1.4% |
| Q1 2022 | $1,486,000 | -7.5% | 8,447 | -5.9% | 0.21% | -1.8% |
| Q4 2021 | $1,606,000 | +2.4% | 8,977 | -3.1% | 0.22% | -4.8% |
| Q3 2021 | $1,569,000 | -3.5% | 9,267 | -1.0% | 0.23% | -2.6% |
| Q2 2021 | $1,626,000 | +11.7% | 9,364 | +6.5% | 0.23% | +2.6% |
| Q1 2021 | $1,456,000 | +22.0% | 8,790 | +4.8% | 0.23% | +3.2% |
| Q4 2020 | $1,193,000 | +3.5% | 8,390 | -19.5% | 0.22% | -13.0% |
| Q3 2020 | $1,153,000 | -10.6% | 10,425 | -13.5% | 0.25% | -14.5% |
| Q2 2020 | $1,289,000 | +17.2% | 12,054 | -2.7% | 0.30% | -1.3% |
| Q1 2020 | $1,100,000 | -30.1% | 12,389 | +7.9% | 0.30% | -11.5% |
| Q4 2019 | $1,573,000 | +33.4% | 11,477 | +25.4% | 0.34% | +23.6% |
| Q3 2019 | $1,179,000 | -10.0% | 9,149 | -8.8% | 0.28% | +12.7% |
| Q2 2019 | $1,310,000 | +5.4% | 10,036 | +3.9% | 0.24% | +15.1% |
| Q1 2019 | $1,243,000 | +36.9% | 9,658 | +21.3% | 0.21% | +21.8% |
| Q4 2018 | $908,000 | -33.5% | 7,963 | -18.7% | 0.17% | -22.0% |
| Q3 2018 | $1,366,000 | +23.7% | 9,800 | +20.5% | 0.22% | +13.2% |
| Q2 2018 | $1,104,000 | +33.8% | 8,133 | +27.6% | 0.20% | +22.4% |
| Q1 2018 | $825,000 | +54.8% | 6,376 | +58.9% | 0.16% | +80.9% |
| Q4 2017 | $533,000 | +141.2% | 4,012 | +131.9% | 0.09% | +128.2% |
| Q3 2017 | $221,000 | +21.4% | 1,730 | +17.1% | 0.04% | +18.2% |
| Q2 2017 | $182,000 | -91.8% | 1,478 | -91.8% | 0.03% | -91.6% |
| Q1 2017 | $2,222,000 | +4.4% | 18,086 | +2.8% | 0.39% | -21.2% |
| Q4 2016 | $2,128,000 | +876.1% | 17,585 | +791.3% | 0.50% | +747.5% |
| Q3 2016 | $218,000 | +4.8% | 1,973 | 0.0% | 0.06% | 0.0% |
| Q2 2016 | $208,000 | -2.8% | 1,973 | -6.3% | 0.06% | -22.4% |
| Q1 2016 | $214,000 | +2.9% | 2,105 | -0.1% | 0.08% | -8.4% |
| Q4 2015 | $208,000 | +433.3% | 2,108 | +488.8% | 0.08% | +492.9% |
| Q2 2015 | $39,000 | 0.0% | 358 | 0.0% | 0.01% | -6.7% |
| Q1 2015 | $39,000 | -66.1% | 358 | -67.1% | 0.02% | -70.0% |
| Q4 2014 | $115,000 | +6.5% | 1,089 | +0.2% | 0.05% | -5.7% |
| Q3 2014 | $108,000 | -6.1% | 1,087 | 0.0% | 0.05% | -5.4% |
| Q2 2014 | $115,000 | +342.3% | 1,087 | +282.7% | 0.06% | +229.4% |
| Q3 2013 | $26,000 | +8.3% | 284 | 0.0% | 0.02% | -5.6% |
| Q2 2013 | $24,000 | – | 284 | – | 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% |