VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 287 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is 10.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $115,606,358 | -3.4% | 724,836 | +0.2% | 5.92% | -2.2% |
| Q2 2023 | $119,679,049 | +4.2% | 723,574 | +0.0% | 6.05% | +0.6% |
| Q1 2023 | $114,871,906 | -0.8% | 723,560 | -0.8% | 6.01% | +1.9% |
| Q4 2022 | $115,842,832 | +3.4% | 729,490 | -6.6% | 5.90% | +7.8% |
| Q3 2022 | $111,989,000 | -6.7% | 781,091 | -2.5% | 5.48% | -5.4% |
| Q2 2022 | $120,043,000 | -17.5% | 801,224 | -3.1% | 5.79% | -27.6% |
| Q1 2022 | $145,500,000 | -5.0% | 826,968 | -3.4% | 8.00% | -2.3% |
| Q4 2021 | $153,157,000 | +0.1% | 856,412 | -5.3% | 8.19% | -8.9% |
| Q3 2021 | $153,018,000 | -26.1% | 904,028 | -24.2% | 8.99% | -23.2% |
| Q2 2021 | $207,013,000 | +13.3% | 1,192,007 | +8.0% | 11.70% | +0.3% |
| Q1 2021 | $182,684,000 | +18.3% | 1,103,277 | +1.6% | 11.67% | +10.8% |
| Q4 2020 | $154,385,000 | +236.6% | 1,085,504 | +161.7% | 10.53% | +193.8% |
| Q3 2020 | $45,866,000 | +4.8% | 414,742 | +1.3% | 3.59% | -11.7% |
| Q2 2020 | $43,746,000 | +12.2% | 409,271 | -6.8% | 4.06% | +5.8% |
| Q1 2020 | $38,986,000 | -15.4% | 438,912 | +30.4% | 3.84% | -10.0% |
| Q4 2019 | $46,091,000 | +55.4% | 336,504 | +46.4% | 4.27% | +60.6% |
| Q3 2019 | $29,661,000 | +14730.5% | 229,860 | +14903.9% | 2.66% | +15529.4% |
| Q2 2019 | $200,000 | -12.3% | 1,532 | -13.3% | 0.02% | -10.5% |
| Q1 2019 | $228,000 | +2.2% | 1,767 | -9.8% | 0.02% | +11.8% |
| Q4 2018 | $223,000 | +10.9% | 1,960 | +36.3% | 0.02% | 0.0% |
| Q3 2018 | $201,000 | -11.5% | 1,438 | -19.0% | 0.02% | -10.5% |
| Q3 2017 | $227,000 | -11.3% | 1,776 | -16.1% | 0.02% | -17.4% |
| Q4 2016 | $256,000 | -52.6% | 2,117 | -56.6% | 0.02% | -57.4% |
| Q3 2016 | $540,000 | -50.6% | 4,877 | -52.9% | 0.05% | -40.7% |
| Q3 2015 | $1,093,000 | +23.6% | 10,359 | +26.4% | 0.09% | +5.8% |
| Q2 2015 | $884,000 | +47.1% | 8,196 | +49.3% | 0.09% | +10.3% |
| Q1 2015 | $601,000 | -11.5% | 5,490 | -14.5% | 0.08% | -14.3% |
| Q4 2014 | $679,000 | +60.5% | 6,420 | +51.3% | 0.09% | +54.2% |
| Q3 2014 | $423,000 | -5.6% | 4,243 | 0.0% | 0.06% | -4.8% |
| Q2 2014 | $448,000 | -45.9% | 4,243 | -48.4% | 0.06% | -48.3% |
| Q1 2014 | $828,000 | -8.6% | 8,230 | -11.5% | 0.12% | -14.9% |
| Q4 2013 | $906,000 | +133.5% | 9,302 | +116.2% | 0.14% | +104.3% |
| Q3 2013 | $388,000 | -50.2% | 4,302 | -53.8% | 0.07% | -43.4% |
| Q2 2013 | $779,000 | – | 9,302 | – | 0.12% | – |
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% |