VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,099,582 | -4.7% | 19,434 | -1.2% | 0.58% | +2.1% |
| Q2 2023 | $3,252,997 | +4.3% | 19,667 | +0.1% | 0.57% | -1.4% |
| Q1 2023 | $3,119,790 | -2.2% | 19,651 | -2.1% | 0.58% | -6.8% |
| Q4 2022 | $3,188,614 | +8.6% | 20,079 | -1.9% | 0.62% | +4.2% |
| Q3 2022 | $2,936,000 | -4.2% | 20,471 | +0.0% | 0.60% | +4.2% |
| Q2 2022 | $3,066,000 | -14.8% | 20,465 | +0.0% | 0.57% | 0.0% |
| Q1 2022 | $3,600,000 | +4.5% | 20,460 | +6.3% | 0.57% | +10.0% |
| Q4 2021 | $3,444,000 | +5.7% | 19,256 | +0.1% | 0.52% | +24.1% |
| Q3 2021 | $3,258,000 | -11.3% | 19,246 | -9.0% | 0.42% | -9.9% |
| Q2 2021 | $3,671,000 | +4.4% | 21,140 | -0.4% | 0.46% | +137.2% |
| Q1 2021 | $3,517,000 | +16.5% | 21,235 | +0.0% | 0.20% | +23.3% |
| Q4 2020 | $3,019,000 | +28.6% | 21,229 | +0.1% | 0.16% | +19.5% |
| Q3 2020 | $2,347,000 | -0.3% | 21,212 | -3.7% | 0.13% | -8.9% |
| Q2 2020 | $2,355,000 | +15.7% | 22,030 | -3.9% | 0.15% | -0.7% |
| Q1 2020 | $2,036,000 | -64.5% | 22,923 | -45.2% | 0.15% | -52.6% |
| Q4 2019 | $5,736,000 | -35.8% | 41,851 | -39.7% | 0.31% | -40.6% |
| Q3 2019 | $8,941,000 | -1.7% | 69,394 | -0.4% | 0.52% | -5.1% |
| Q2 2019 | $9,097,000 | +1.3% | 69,684 | -0.1% | 0.55% | -1.6% |
| Q1 2019 | $8,979,000 | +23.6% | 69,752 | +9.5% | 0.56% | +10.5% |
| Q4 2018 | $7,264,000 | -22.7% | 63,687 | -5.6% | 0.51% | -6.5% |
| Q3 2018 | $9,400,000 | +15.7% | 67,451 | +12.7% | 0.54% | +10.4% |
| Q2 2018 | $8,126,000 | +28.7% | 59,845 | +22.6% | 0.49% | +30.3% |
| Q1 2018 | $6,316,000 | +24.5% | 48,805 | +27.8% | 0.38% | +27.5% |
| Q4 2017 | $5,072,000 | +15.2% | 38,198 | +10.9% | 0.30% | +12.6% |
| Q3 2017 | $4,402,000 | +50.9% | 34,448 | +45.1% | 0.26% | +47.2% |
| Q2 2017 | $2,918,000 | +36.4% | 23,738 | +36.3% | 0.18% | +29.9% |
| Q1 2017 | $2,139,000 | +43.0% | 17,413 | +40.8% | 0.14% | +30.5% |
| Q4 2016 | $1,496,000 | +18.2% | 12,363 | +8.1% | 0.10% | +12.9% |
| Q3 2016 | $1,266,000 | +8.6% | 11,438 | +3.4% | 0.09% | +14.8% |
| Q2 2016 | $1,166,000 | +15.4% | 11,063 | +11.6% | 0.08% | +8.0% |
| Q1 2016 | $1,010,000 | +3507.1% | 9,913 | +3342.0% | 0.08% | +3650.0% |
| Q4 2015 | $28,000 | 0.0% | 288 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $28,000 | -9.7% | 288 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $31,000 | -3.1% | 288 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $32,000 | +6.7% | 288 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $30,000 | +114.3% | 288 | +108.7% | 0.00% | +100.0% |
| Q3 2014 | $14,000 | -6.7% | 138 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $15,000 | -28.6% | 138 | -35.2% | 0.00% | -50.0% |
| Q1 2014 | $21,000 | 0.0% | 213 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $21,000 | +10.5% | 213 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $19,000 | +5.6% | 213 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $18,000 | – | 213 | – | 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% |