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 | $280,863 | +16.5% | 1,761 | +20.9% | 0.06% | +14.0% |
Q2 2023 | $240,988 | -4.0% | 1,457 | -7.9% | 0.06% | -16.2% |
Q1 2023 | $251,159 | -10.6% | 1,582 | -10.6% | 0.07% | -16.0% |
Q4 2022 | $280,918 | +23.2% | 1,769 | +11.3% | 0.08% | +11.0% |
Q3 2022 | $228,000 | -4.2% | 1,589 | 0.0% | 0.07% | 0.0% |
Q2 2022 | $238,000 | -13.1% | 1,589 | +1.9% | 0.07% | 0.0% |
Q1 2022 | $274,000 | -1.8% | 1,559 | 0.0% | 0.07% | +5.8% |
Q4 2021 | $279,000 | +35.4% | 1,559 | +28.2% | 0.07% | +13.1% |
Q3 2021 | $206,000 | -1.9% | 1,216 | +0.3% | 0.06% | 0.0% |
Q2 2021 | $210,000 | +4.5% | 1,212 | 0.0% | 0.06% | 0.0% |
Q1 2021 | $201,000 | +16.9% | 1,212 | 0.0% | 0.06% | +13.0% |
Q4 2020 | $172,000 | +35.4% | 1,212 | +5.2% | 0.05% | +22.7% |
Q3 2020 | $127,000 | -6.6% | 1,152 | -9.5% | 0.04% | 0.0% |
Q2 2020 | $136,000 | +20.4% | 1,273 | 0.0% | 0.04% | +2.3% |
Q1 2020 | $113,000 | -35.4% | 1,273 | 0.0% | 0.04% | -15.7% |
Q4 2019 | $175,000 | +18.2% | 1,273 | +10.5% | 0.05% | +6.2% |
Q3 2019 | $148,000 | -1.3% | 1,152 | 0.0% | 0.05% | -2.0% |
Q2 2019 | $150,000 | -3.8% | 1,152 | -5.2% | 0.05% | -7.5% |
Q1 2019 | $156,000 | +333.3% | 1,215 | +341.8% | 0.05% | +278.6% |
Q1 2018 | $36,000 | -2.7% | 275 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $37,000 | +5.7% | 275 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $35,000 | +600.0% | 275 | +472.9% | 0.01% | +366.7% |
Q1 2016 | $5,000 | 0.0% | 48 | 0.0% | 0.00% | +50.0% |
Q4 2015 | $5,000 | 0.0% | 48 | 0.0% | 0.00% | -33.3% |
Q3 2015 | $5,000 | – | 48 | – | 0.00% | – |
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% |