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 | $209,904 | -24.6% | 1,316 | -21.8% | 0.01% | -28.6% |
| Q2 2023 | $278,220 | +12.0% | 1,682 | +7.5% | 0.01% | 0.0% |
| Q1 2023 | $248,428 | -8.7% | 1,565 | -8.6% | 0.01% | -12.5% |
| Q4 2022 | $272,100 | +15.3% | 1,713 | +3.9% | 0.01% | 0.0% |
| Q3 2022 | $236,000 | -6.3% | 1,649 | -2.0% | 0.01% | -11.1% |
| Q2 2022 | $252,000 | -7.7% | 1,682 | +8.6% | 0.01% | +12.5% |
| Q1 2022 | $273,000 | +6.6% | 1,549 | +8.2% | 0.01% | 0.0% |
| Q4 2021 | $256,000 | +4.5% | 1,431 | -1.2% | 0.01% | 0.0% |
| Q3 2021 | $245,000 | +10.9% | 1,449 | +13.8% | 0.01% | -11.1% |
| Q2 2021 | $221,000 | +4.7% | 1,273 | +0.1% | 0.01% | 0.0% |
| Q1 2021 | $211,000 | +151.2% | 1,272 | +115.2% | 0.01% | +125.0% |
| Q4 2020 | $84,000 | +21.7% | 591 | -5.3% | 0.00% | 0.0% |
| Q3 2020 | $69,000 | 0.0% | 624 | -3.6% | 0.00% | 0.0% |
| Q2 2020 | $69,000 | +11.3% | 647 | -7.8% | 0.00% | -20.0% |
| Q1 2020 | $62,000 | -82.5% | 702 | -72.9% | 0.01% | -80.8% |
| Q4 2019 | $354,000 | +158.4% | 2,586 | +143.3% | 0.03% | +136.4% |
| Q3 2019 | $137,000 | +8.7% | 1,063 | +10.4% | 0.01% | 0.0% |
| Q2 2019 | $126,000 | -3.8% | 963 | -5.3% | 0.01% | 0.0% |
| Q1 2019 | $131,000 | +12.9% | 1,017 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $116,000 | -29.3% | 1,017 | -13.7% | 0.01% | -35.3% |
| Q3 2018 | $164,000 | +5.8% | 1,179 | +3.6% | 0.02% | 0.0% |
| Q2 2018 | $155,000 | +1.3% | 1,138 | -4.0% | 0.02% | -5.6% |
| Q1 2018 | $153,000 | -67.0% | 1,185 | -68.6% | 0.02% | -73.1% |
| Q2 2017 | $464,000 | +2.0% | 3,775 | +1.9% | 0.07% | 0.0% |
| Q1 2017 | $455,000 | +106.8% | 3,705 | +103.3% | 0.07% | +81.1% |
| Q4 2016 | $220,000 | +26.4% | 1,822 | +15.7% | 0.04% | +48.0% |
| Q3 2016 | $174,000 | +411.8% | 1,575 | +387.6% | 0.02% | +400.0% |
| Q2 2016 | $34,000 | +88.9% | 323 | +78.5% | 0.01% | +66.7% |
| Q1 2016 | $18,000 | +50.0% | 181 | +52.1% | 0.00% | +50.0% |
| Q4 2015 | $12,000 | -29.4% | 119 | -30.4% | 0.00% | -50.0% |
| Q3 2015 | $17,000 | -19.0% | 171 | -13.2% | 0.00% | -20.0% |
| Q2 2015 | $21,000 | -4.5% | 197 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $22,000 | +175.0% | 197 | +162.7% | 0.01% | +150.0% |
| Q4 2014 | $8,000 | – | 75 | – | 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% |