VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $462,840 | -1.9% | 2,902 | +1.7% | 0.12% | +1.6% |
| Q2 2023 | $471,886 | +4.2% | 2,853 | 0.0% | 0.12% | +3.4% |
| Q1 2023 | $452,942 | -0.0% | 2,853 | 0.0% | 0.12% | -11.9% |
| Q4 2022 | $453,055 | +6.9% | 2,853 | -3.4% | 0.14% | +0.7% |
| Q3 2022 | $424,000 | -3.6% | 2,953 | 0.0% | 0.13% | +3.1% |
| Q2 2022 | $440,000 | -14.9% | 2,953 | 0.0% | 0.13% | +0.8% |
| Q1 2022 | $517,000 | -1.7% | 2,953 | 0.0% | 0.13% | +5.7% |
| Q4 2021 | $526,000 | +1.9% | 2,953 | -3.5% | 0.12% | -9.6% |
| Q3 2021 | $516,000 | -0.4% | 3,059 | +2.1% | 0.14% | 0.0% |
| Q2 2021 | $518,000 | +4.9% | 2,997 | 0.0% | 0.14% | -2.2% |
| Q1 2021 | $494,000 | +16.0% | 2,997 | 0.0% | 0.14% | +10.4% |
| Q4 2020 | $426,000 | +29.1% | 2,997 | 0.0% | 0.12% | +13.6% |
| Q3 2020 | $330,000 | -8.6% | 2,997 | -12.0% | 0.11% | -13.4% |
| Q2 2020 | $361,000 | -36.3% | 3,404 | -46.8% | 0.13% | -47.7% |
| Q1 2020 | $567,000 | -71.7% | 6,404 | -56.3% | 0.24% | -64.1% |
| Q4 2019 | $2,005,000 | +6.4% | 14,654 | 0.0% | 0.68% | -0.7% |
| Q3 2019 | $1,885,000 | -1.3% | 14,654 | 0.0% | 0.68% | -5.0% |
| Q2 2019 | $1,910,000 | +8.2% | 14,654 | +6.8% | 0.72% | +20.9% |
| Q1 2019 | $1,765,000 | +2.5% | 13,724 | -9.3% | 0.59% | -11.6% |
| Q4 2018 | $1,722,000 | -18.2% | 15,132 | 0.0% | 0.67% | -6.3% |
| Q3 2018 | $2,105,000 | -13.9% | 15,132 | -16.0% | 0.72% | -17.5% |
| Q2 2018 | $2,444,000 | +5.0% | 18,009 | 0.0% | 0.87% | +4.2% |
| Q1 2018 | $2,328,000 | -2.5% | 18,009 | 0.0% | 0.83% | -1.7% |
| Q4 2017 | $2,387,000 | +3.7% | 18,009 | 0.0% | 0.85% | +2.9% |
| Q3 2017 | $2,301,000 | -47.9% | 18,009 | -50.0% | 0.82% | +6.1% |
| Q2 2017 | $4,420,000 | +89.7% | 36,018 | +89.5% | 0.78% | -2.5% |
| Q1 2017 | $2,330,000 | +1.3% | 19,009 | 0.0% | 0.80% | +1.7% |
| Q4 2016 | $2,300,000 | +9.5% | 19,009 | 0.0% | 0.78% | +6.0% |
| Q3 2016 | $2,100,000 | +5.2% | 19,009 | 0.0% | 0.74% | +5.0% |
| Q2 2016 | $1,997,000 | +3.3% | 19,009 | 0.0% | 0.70% | +1.4% |
| Q1 2016 | $1,933,000 | +3.2% | 19,009 | 0.0% | 0.69% | +3.9% |
| Q4 2015 | $1,873,000 | +2.0% | 19,009 | 0.0% | 0.67% | +11.5% |
| Q3 2015 | $1,837,000 | -10.2% | 19,009 | 0.0% | 0.60% | -3.7% |
| Q2 2015 | $2,046,000 | -1.4% | 19,009 | 0.0% | 0.62% | +0.8% |
| Q1 2015 | $2,075,000 | +83.0% | 19,009 | +76.7% | 0.62% | +75.8% |
| Q4 2014 | $1,134,000 | +28.7% | 10,759 | +21.7% | 0.35% | +26.3% |
| Q3 2014 | $881,000 | +37.0% | 8,841 | +44.9% | 0.28% | +31.8% |
| Q2 2014 | $643,000 | +4.7% | 6,101 | 0.0% | 0.21% | -2.3% |
| Q1 2014 | $614,000 | – | 6,101 | – | 0.22% | – |
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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% |