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 | $12,726 | +4.2% | 79,791 | +8.1% | 0.49% | +5.4% |
Q2 2023 | $12,209 | +5.6% | 73,815 | +1.4% | 0.46% | -4.1% |
Q1 2023 | $11,560 | -11.3% | 72,812 | -11.2% | 0.48% | -17.3% |
Q4 2022 | $13,027 | -99.9% | 82,031 | -1.0% | 0.58% | -1.8% |
Q3 2022 | $11,881,000 | -2.4% | 82,854 | +2.0% | 0.60% | +1.4% |
Q2 2022 | $12,173,000 | -26.1% | 81,248 | -13.3% | 0.59% | -20.1% |
Q1 2022 | $16,482,000 | -3.3% | 93,677 | -1.7% | 0.74% | -3.0% |
Q4 2021 | $17,042,000 | +12.4% | 95,288 | +6.3% | 0.76% | -0.5% |
Q3 2021 | $15,167,000 | +4.2% | 89,607 | +6.9% | 0.76% | +2.8% |
Q2 2021 | $14,558,000 | -0.7% | 83,830 | -5.3% | 0.74% | -6.0% |
Q1 2021 | $14,659,000 | +29.4% | 88,515 | +11.1% | 0.79% | +17.2% |
Q4 2020 | $11,327,000 | +32.2% | 79,651 | +2.9% | 0.67% | +17.2% |
Q3 2020 | $8,565,000 | +13.9% | 77,419 | +10.1% | 0.57% | +5.1% |
Q2 2020 | $7,520,000 | +38.1% | 70,337 | +14.7% | 0.55% | +17.4% |
Q1 2020 | $5,445,000 | -18.8% | 61,317 | +25.3% | 0.46% | -1.5% |
Q4 2019 | $6,707,000 | +23.1% | 48,934 | +15.7% | 0.47% | +10.8% |
Q3 2019 | $5,449,000 | +33.6% | 42,290 | +35.3% | 0.43% | +24.6% |
Q2 2019 | $4,080,000 | +32.0% | 31,258 | +30.2% | 0.34% | +22.1% |
Q1 2019 | $3,091,000 | +30.5% | 24,011 | +15.6% | 0.28% | +13.8% |
Q4 2018 | $2,369,000 | -8.6% | 20,771 | +11.7% | 0.25% | +0.8% |
Q3 2018 | $2,592,000 | +16.1% | 18,598 | +13.2% | 0.24% | +10.9% |
Q2 2018 | $2,232,000 | +12.1% | 16,434 | +6.8% | 0.22% | +8.4% |
Q1 2018 | $1,991,000 | +35.1% | 15,385 | +38.6% | 0.20% | +31.8% |
Q4 2017 | $1,474,000 | +34.4% | 11,099 | +29.3% | 0.15% | +16.7% |
Q3 2017 | $1,097,000 | +18.2% | 8,587 | +13.7% | 0.13% | +9.1% |
Q2 2017 | $928,000 | +46.1% | 7,551 | +46.2% | 0.12% | +30.1% |
Q1 2017 | $635,000 | +50.5% | 5,166 | +48.0% | 0.09% | +34.8% |
Q4 2016 | $422,000 | +8.8% | 3,490 | -0.4% | 0.07% | 0.0% |
Q3 2016 | $388,000 | +6.6% | 3,503 | +1.2% | 0.07% | -2.8% |
Q2 2016 | $364,000 | -13.5% | 3,460 | -16.3% | 0.07% | -18.4% |
Q1 2016 | $421,000 | +18.3% | 4,136 | +14.8% | 0.09% | +13.0% |
Q4 2015 | $356,000 | -1.7% | 3,603 | -3.7% | 0.08% | -2.5% |
Q3 2015 | $362,000 | -10.8% | 3,741 | -0.7% | 0.08% | -2.5% |
Q2 2015 | $406,000 | +3.3% | 3,767 | +4.8% | 0.08% | -1.2% |
Q1 2015 | $393,000 | +36.5% | 3,593 | +31.8% | 0.08% | +22.4% |
Q4 2014 | $288,000 | +5.9% | 2,727 | -0.1% | 0.07% | -1.5% |
Q3 2014 | $272,000 | -7.5% | 2,729 | -1.9% | 0.07% | -9.3% |
Q2 2014 | $294,000 | +4.3% | 2,783 | -0.6% | 0.08% | -2.6% |
Q1 2014 | $282,000 | +45.4% | 2,799 | +40.8% | 0.08% | +18.5% |
Q4 2013 | $194,000 | +11.5% | 1,988 | +3.0% | 0.06% | +1.6% |
Q3 2013 | $174,000 | +16.0% | 1,931 | +8.1% | 0.06% | +6.7% |
Q2 2013 | $150,000 | – | 1,787 | – | 0.06% | – |
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% |