VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 965 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $100 | +23.5% | 629 | +27.8% | 0.02% | +26.3% |
Q2 2023 | $81 | +3.8% | 492 | +0.6% | 0.02% | 0.0% |
Q1 2023 | $78 | -12.4% | 489 | -12.8% | 0.02% | -17.4% |
Q4 2022 | $89 | -99.9% | 561 | -9.2% | 0.02% | -14.8% |
Q3 2022 | $89,000 | -6.3% | 618 | -2.4% | 0.03% | -3.6% |
Q2 2022 | $95,000 | -24.6% | 633 | -11.6% | 0.03% | -24.3% |
Q1 2022 | $126,000 | +3.3% | 716 | +5.3% | 0.04% | -7.5% |
Q4 2021 | $122,000 | +62.7% | 680 | +54.2% | 0.04% | -13.0% |
Q3 2021 | $75,000 | -2.6% | 441 | -1.1% | 0.05% | -13.2% |
Q2 2021 | $77,000 | -2.5% | 446 | -7.1% | 0.05% | -11.7% |
Q1 2021 | $79,000 | +17.9% | 480 | +2.6% | 0.06% | +15.4% |
Q4 2020 | $67,000 | +39.6% | 468 | +8.1% | 0.05% | +30.0% |
Q3 2020 | $48,000 | +23.1% | 433 | +18.6% | 0.04% | +21.2% |
Q2 2020 | $39,000 | +39.3% | 365 | +17.7% | 0.03% | +13.8% |
Q1 2020 | $28,000 | +86.7% | 310 | +174.3% | 0.03% | -6.5% |
Q4 2019 | $15,000 | +7.1% | 113 | +1.8% | 0.03% | +3.3% |
Q3 2019 | $14,000 | 0.0% | 111 | +2.8% | 0.03% | -11.8% |
Q2 2019 | $14,000 | – | 108 | – | 0.03% | – |
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% |