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 | $6,365,840 | +9.6% | 39,914 | +13.7% | 0.17% | +32.3% |
| Q2 2023 | $5,807,294 | -2.1% | 35,111 | -6.0% | 0.13% | -17.7% |
| Q1 2023 | $5,933,273 | +4.2% | 37,372 | +4.2% | 0.16% | -1.2% |
| Q4 2022 | $5,693,359 | +21.3% | 35,852 | +9.5% | 0.16% | +12.7% |
| Q3 2022 | $4,694,000 | +86.6% | 32,730 | +95.0% | 0.14% | +34.0% |
| Q2 2022 | $2,515,000 | -22.2% | 16,786 | -8.6% | 0.11% | 0.0% |
| Q1 2022 | $3,232,000 | -4.2% | 18,370 | -2.6% | 0.11% | +9.3% |
| Q4 2021 | $3,373,000 | +4.3% | 18,858 | -1.2% | 0.10% | -5.8% |
| Q3 2021 | $3,233,000 | +2.1% | 19,085 | +4.7% | 0.10% | 0.0% |
| Q2 2021 | $3,166,000 | +9.2% | 18,230 | +4.2% | 0.10% | 0.0% |
| Q1 2021 | $2,899,000 | +35.5% | 17,500 | +16.3% | 0.10% | -9.6% |
| Q4 2020 | $2,139,000 | -12.4% | 15,041 | -32.5% | 0.11% | -12.3% |
| Q3 2020 | $2,442,000 | +57.9% | 22,299 | +54.1% | 0.13% | +26.2% |
| Q2 2020 | $1,547,000 | +8.1% | 14,466 | -10.2% | 0.10% | -15.6% |
| Q1 2020 | $1,431,000 | +4.1% | 16,110 | +60.8% | 0.12% | +4.3% |
| Q4 2019 | $1,374,000 | +12.8% | 10,017 | +6.0% | 0.12% | -2.5% |
| Q3 2019 | $1,218,000 | +10.8% | 9,449 | +12.2% | 0.12% | 0.0% |
| Q2 2019 | $1,099,000 | +3.7% | 8,419 | +2.3% | 0.12% | -9.1% |
| Q1 2019 | $1,060,000 | +12.3% | 8,227 | -0.5% | 0.13% | -1.5% |
| Q4 2018 | $944,000 | -21.7% | 8,270 | -4.4% | 0.13% | -6.3% |
| Q3 2018 | $1,205,000 | +10.3% | 8,649 | +7.6% | 0.14% | -0.7% |
| Q2 2018 | $1,092,000 | +23.0% | 8,035 | +17.2% | 0.14% | +16.1% |
| Q1 2018 | $888,000 | +15.6% | 6,858 | +18.7% | 0.12% | +19.2% |
| Q4 2017 | $768,000 | +41.2% | 5,780 | +35.8% | 0.10% | +15.6% |
| Q3 2017 | $544,000 | +52.8% | 4,256 | +47.1% | 0.09% | +38.5% |
| Q2 2017 | $356,000 | +3.5% | 2,893 | +3.4% | 0.06% | -5.8% |
| Q1 2017 | $344,000 | +2.7% | 2,797 | +1.2% | 0.07% | +1.5% |
| Q4 2016 | $335,000 | -30.2% | 2,763 | -36.2% | 0.07% | -27.7% |
| Q3 2016 | $480,000 | +12.4% | 4,331 | +6.9% | 0.09% | +10.6% |
| Q2 2016 | $427,000 | +53.0% | 4,053 | +47.9% | 0.08% | +30.8% |
| Q1 2016 | $279,000 | -20.5% | 2,741 | -22.7% | 0.06% | -8.5% |
| Q4 2015 | $351,000 | +24.0% | 3,547 | +21.9% | 0.07% | +4.4% |
| Q3 2015 | $283,000 | +12.7% | 2,910 | +27.0% | 0.07% | +11.5% |
| Q1 2015 | $251,000 | +105.7% | 2,291 | +98.7% | 0.06% | +1933.3% |
| Q4 2014 | $122,000 | – | 1,153 | – | 0.00% | – |
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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% |