VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $84,005,729 | +1.3% | 526,715 | +5.0% | 0.15% | +4.1% |
Q2 2023 | $82,932,005 | +8.7% | 501,403 | +4.4% | 0.15% | +0.7% |
Q1 2023 | $76,277,016 | +1.6% | 480,455 | +1.6% | 0.14% | -4.0% |
Q4 2022 | $75,105,853 | +4.3% | 472,776 | -5.8% | 0.15% | -5.6% |
Q3 2022 | $72,034,000 | -1.0% | 502,120 | +3.5% | 0.16% | +1.3% |
Q2 2022 | $72,745,000 | -14.2% | 485,353 | +0.8% | 0.16% | -1.2% |
Q1 2022 | $84,778,000 | +13.0% | 481,682 | +14.9% | 0.16% | +14.3% |
Q4 2021 | $74,998,000 | +10.6% | 419,333 | +4.7% | 0.14% | +2.2% |
Q3 2021 | $67,799,000 | -0.7% | 400,559 | +1.9% | 0.14% | -1.4% |
Q2 2021 | $68,271,000 | +13.2% | 393,126 | +8.0% | 0.14% | +2.2% |
Q1 2021 | $60,286,000 | +64.6% | 364,023 | +41.4% | 0.14% | +49.5% |
Q4 2020 | $36,617,000 | +55.4% | 257,482 | +20.9% | 0.09% | +35.8% |
Q3 2020 | $23,563,000 | +39.6% | 212,986 | +34.9% | 0.07% | +24.1% |
Q2 2020 | $16,877,000 | +16.2% | 157,842 | -3.5% | 0.05% | -14.3% |
Q1 2020 | $14,527,000 | -54.0% | 163,586 | -29.0% | 0.06% | -37.6% |
Q4 2019 | $31,593,000 | +14.5% | 230,483 | +7.6% | 0.10% | +1.0% |
Q3 2019 | $27,595,000 | -2.2% | 214,170 | -0.9% | 0.10% | -7.4% |
Q2 2019 | $28,211,000 | +1.8% | 216,103 | +0.4% | 0.11% | -6.1% |
Q1 2019 | $27,713,000 | +13.3% | 215,281 | +0.4% | 0.12% | -10.9% |
Q4 2018 | $24,465,000 | -14.1% | 214,492 | +5.0% | 0.13% | 0.0% |
Q3 2018 | $28,468,000 | +12.8% | 204,281 | +9.9% | 0.13% | +0.8% |
Q2 2018 | $25,239,000 | +12.6% | 185,872 | +7.3% | 0.13% | -0.8% |
Q1 2018 | $22,424,000 | -17.1% | 173,266 | -18.1% | 0.13% | -25.4% |
Q3 2017 | $27,042,000 | +39.6% | 211,609 | +34.2% | 0.17% | +29.1% |
Q2 2017 | $19,376,000 | +7.1% | 157,642 | +7.1% | 0.13% | -2.9% |
Q1 2017 | $18,091,000 | +9.7% | 147,249 | +8.0% | 0.14% | 0.0% |
Q4 2016 | $16,497,000 | +15.1% | 136,338 | +5.3% | 0.14% | +7.8% |
Q3 2016 | $14,332,000 | -9.1% | 129,516 | -13.5% | 0.13% | -16.3% |
Q2 2016 | $15,773,000 | +13.2% | 149,775 | +9.5% | 0.15% | -4.4% |
Q1 2016 | $13,938,000 | +8.7% | 136,808 | +5.3% | 0.16% | +6.7% |
Q4 2015 | $12,827,000 | +13.3% | 129,862 | +11.1% | 0.15% | -20.6% |
Q3 2015 | $11,325,000 | +458.7% | 116,935 | +521.9% | 0.19% | +30.3% |
Q2 2015 | $2,027,000 | -66.5% | 18,802 | -66.0% | 0.14% | -51.0% |
Q1 2015 | $6,055,000 | +8.9% | 55,345 | +5.3% | 0.30% | +2.8% |
Q4 2014 | $5,558,000 | +45.0% | 52,546 | +36.8% | 0.29% | +39.1% |
Q3 2014 | $3,832,000 | +2.2% | 38,416 | +8.1% | 0.21% | -7.2% |
Q2 2014 | $3,749,000 | +40.1% | 35,534 | +33.7% | 0.22% | +42.0% |
Q1 2014 | $2,675,000 | +25.4% | 26,581 | +21.3% | 0.16% | +19.8% |
Q4 2013 | $2,133,000 | +29.1% | 21,906 | +19.6% | 0.13% | +20.2% |
Q3 2013 | $1,652,000 | +56.4% | 18,311 | +45.2% | 0.11% | +251.6% |
Q2 2013 | $1,056,000 | – | 12,614 | – | 0.03% | – |
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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% |