VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 976 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,635,964 | -10.5% | 22,797 | -7.2% | 0.44% | -9.1% |
| Q2 2023 | $4,062,358 | -33.2% | 24,561 | -35.8% | 0.48% | -42.0% |
| Q1 2023 | $6,077,530 | -47.8% | 38,281 | -47.8% | 0.83% | -50.9% |
| Q4 2022 | $11,643,015 | +189.9% | 73,319 | +161.8% | 1.69% | +145.9% |
| Q3 2022 | $4,016,000 | +111.3% | 28,005 | +120.7% | 0.69% | +116.0% |
| Q2 2022 | $1,901,000 | -17.5% | 12,687 | -3.2% | 0.32% | -26.0% |
| Q1 2022 | $2,305,000 | -32.8% | 13,103 | -31.7% | 0.43% | -23.4% |
| Q4 2021 | $3,430,000 | +66.6% | 19,179 | +57.7% | 0.56% | +22.8% |
| Q3 2021 | $2,059,000 | -29.1% | 12,164 | -27.3% | 0.46% | -35.3% |
| Q2 2021 | $2,906,000 | +8.3% | 16,733 | +3.3% | 0.71% | -3.8% |
| Q1 2021 | $2,683,000 | +77.2% | 16,199 | +52.2% | 0.73% | +56.8% |
| Q4 2020 | $1,514,000 | +126.0% | 10,645 | +75.7% | 0.47% | +99.1% |
| Q3 2020 | $670,000 | -85.4% | 6,057 | -85.9% | 0.24% | -87.2% |
| Q2 2020 | $4,603,000 | +2248.5% | 43,053 | +1854.3% | 1.84% | +1941.1% |
| Q1 2020 | $196,000 | -51.8% | 2,203 | -25.7% | 0.09% | -36.6% |
| Q4 2019 | $407,000 | +5.7% | 2,967 | -0.8% | 0.14% | +26.8% |
| Q3 2019 | $385,000 | -5.4% | 2,991 | -4.1% | 0.11% | -10.4% |
| Q2 2019 | $407,000 | +46.4% | 3,120 | +44.4% | 0.12% | +45.3% |
| Q1 2019 | $278,000 | +55.3% | 2,161 | +38.1% | 0.09% | +38.7% |
| Q4 2018 | $179,000 | +14.0% | 1,565 | +38.5% | 0.06% | +21.6% |
| Q3 2018 | $157,000 | +2.6% | 1,130 | 0.0% | 0.05% | -34.6% |
| Q2 2018 | $153,000 | +15.0% | 1,130 | +10.0% | 0.08% | +8.3% |
| Q1 2018 | $133,000 | 0.0% | 1,027 | +2.6% | 0.07% | -2.7% |
| Q4 2017 | $133,000 | +2.3% | 1,001 | -1.4% | 0.07% | -3.9% |
| Q3 2017 | $130,000 | +30.0% | 1,015 | +24.8% | 0.08% | +22.2% |
| Q2 2017 | $100,000 | -19.4% | 813 | -19.6% | 0.06% | -16.0% |
| Q1 2017 | $124,000 | +24.0% | 1,011 | +22.8% | 0.08% | +21.0% |
| Q4 2016 | $100,000 | +9.9% | 823 | 0.0% | 0.06% | +1.6% |
| Q3 2016 | $91,000 | +35.8% | 823 | +28.6% | 0.06% | +24.5% |
| Q2 2016 | $67,000 | +3.1% | 640 | 0.0% | 0.05% | -2.0% |
| Q1 2016 | $65,000 | +3.2% | 640 | 0.0% | 0.05% | +6.4% |
| Q4 2015 | $63,000 | +1.6% | 640 | 0.0% | 0.05% | -4.1% |
| Q3 2015 | $62,000 | +14.8% | 640 | +28.0% | 0.05% | +25.6% |
| Q2 2015 | $54,000 | -1.8% | 500 | 0.0% | 0.04% | +2.6% |
| Q1 2015 | $55,000 | +3.8% | 500 | 0.0% | 0.04% | -2.6% |
| Q4 2014 | $53,000 | +6.0% | 500 | 0.0% | 0.04% | -11.4% |
| Q3 2014 | $50,000 | -5.7% | 500 | 0.0% | 0.04% | -6.4% |
| Q2 2014 | $53,000 | +6.0% | 500 | 0.0% | 0.05% | -13.0% |
| Q1 2014 | $50,000 | +2.0% | 500 | 0.0% | 0.05% | +92.9% |
| Q4 2013 | $49,000 | +8.9% | 500 | 0.0% | 0.03% | 0.0% |
| Q3 2013 | $45,000 | +7.1% | 500 | 0.0% | 0.03% | -9.7% |
| Q2 2013 | $42,000 | – | 500 | – | 0.03% | – |
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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% |