VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 976 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,319,042 | -4.2% | 14,540 | -0.7% | 0.23% | -1.3% |
Q2 2023 | $2,421,415 | +3.9% | 14,640 | -0.3% | 0.24% | -3.3% |
Q1 2023 | $2,330,942 | +3.8% | 14,682 | +3.8% | 0.24% | -4.7% |
Q4 2022 | $2,245,329 | +24.3% | 14,139 | +12.2% | 0.26% | +12.3% |
Q3 2022 | $1,806,000 | -4.2% | 12,598 | +0.1% | 0.23% | +0.9% |
Q2 2022 | $1,886,000 | -14.9% | 12,590 | +0.0% | 0.23% | -0.9% |
Q1 2022 | $2,215,000 | -2.1% | 12,587 | -0.5% | 0.23% | +0.9% |
Q4 2021 | $2,262,000 | +5.7% | 12,646 | +0.0% | 0.23% | -4.2% |
Q3 2021 | $2,140,000 | -2.7% | 12,641 | -0.2% | 0.24% | -3.7% |
Q2 2021 | $2,199,000 | +3.2% | 12,663 | -1.5% | 0.24% | -8.6% |
Q1 2021 | $2,130,000 | +16.8% | 12,861 | +0.3% | 0.27% | +7.2% |
Q4 2020 | $1,824,000 | +190.9% | 12,825 | +126.3% | 0.25% | +155.1% |
Q3 2020 | $627,000 | +3.5% | 5,668 | 0.0% | 0.10% | -4.9% |
Q2 2020 | $606,000 | -15.4% | 5,668 | -29.7% | 0.10% | -31.8% |
Q1 2020 | $716,000 | -37.5% | 8,064 | -3.5% | 0.15% | -30.7% |
Q4 2019 | $1,145,000 | +4.9% | 8,354 | -1.3% | 0.22% | -7.2% |
Q3 2019 | $1,091,000 | -1.3% | 8,464 | 0.0% | 0.24% | -5.6% |
Q2 2019 | $1,105,000 | -14.3% | 8,464 | -15.5% | 0.25% | -18.6% |
Q1 2019 | $1,289,000 | +10.0% | 10,014 | -2.6% | 0.31% | -7.0% |
Q4 2018 | $1,172,000 | -19.7% | 10,278 | -1.8% | 0.33% | -8.6% |
Q3 2018 | $1,459,000 | +21.2% | 10,468 | +18.0% | 0.36% | +13.9% |
Q2 2018 | $1,204,000 | +7.3% | 8,868 | +2.3% | 0.32% | 0.0% |
Q1 2018 | $1,122,000 | -9.3% | 8,668 | -7.0% | 0.32% | -0.9% |
Q4 2017 | $1,237,000 | -46.0% | 9,318 | -49.1% | 0.32% | -3.6% |
Q3 2017 | $2,292,000 | +99.3% | 18,295 | +95.5% | 0.33% | -1.2% |
Q2 2017 | $1,150,000 | -1.5% | 9,360 | -1.6% | 0.34% | -7.7% |
Q1 2017 | $1,168,000 | -4.7% | 9,510 | -6.2% | 0.36% | -7.6% |
Q4 2016 | $1,226,000 | +9.3% | 10,135 | 0.0% | 0.39% | -1.0% |
Q3 2016 | $1,122,000 | +4.5% | 10,135 | -0.6% | 0.40% | +0.5% |
Q2 2016 | $1,074,000 | – | 10,200 | – | 0.40% | – |
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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% |