VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $47,242,066 | -9.0% | 304,062 | +1.0% | 6.16% | -6.0% |
Q2 2023 | $51,918,497 | +17.0% | 300,977 | +2.2% | 6.55% | +8.3% |
Q1 2023 | $44,379,193 | -12.3% | 294,409 | +0.8% | 6.05% | -13.2% |
Q4 2022 | $50,611,866 | +12.4% | 292,199 | -0.4% | 6.97% | +2.2% |
Q3 2022 | $45,027,000 | -1.1% | 293,239 | +1.9% | 6.82% | +4.4% |
Q2 2022 | $45,537,000 | -5.7% | 287,845 | +2.2% | 6.53% | -4.7% |
Q1 2022 | $48,274,000 | -4.7% | 281,695 | -0.6% | 6.85% | +2.2% |
Q4 2021 | $50,680,000 | +1.8% | 283,369 | +0.6% | 6.70% | -10.1% |
Q3 2021 | $49,783,000 | +3.3% | 281,815 | -2.2% | 7.45% | +1.2% |
Q2 2021 | $48,208,000 | -1.3% | 288,035 | -1.5% | 7.36% | -4.9% |
Q1 2021 | $48,866,000 | +16.4% | 292,281 | -1.0% | 7.74% | +7.6% |
Q4 2020 | $41,997,000 | +233.4% | 295,316 | +159.4% | 7.20% | +56.6% |
Q3 2020 | $12,596,000 | -54.5% | 113,855 | -56.0% | 4.59% | -22.9% |
Q2 2020 | $27,656,000 | +128.2% | 258,660 | +89.5% | 5.96% | +61.2% |
Q1 2020 | $12,120,000 | +520.3% | 136,490 | +857.4% | 3.70% | +526.3% |
Q4 2019 | $1,954,000 | +464.7% | 14,257 | +311.0% | 0.59% | +202.6% |
Q3 2014 | $346,000 | -5.5% | 3,469 | 0.0% | 0.20% | -4.9% |
Q2 2014 | $366,000 | +4.9% | 3,469 | +0.0% | 0.20% | +6.2% |
Q1 2014 | $349,000 | +6.7% | 3,468 | +3.3% | 0.19% | +13.5% |
Q4 2013 | $327,000 | +14.3% | 3,356 | +5.8% | 0.17% | +9.0% |
Q3 2013 | $286,000 | +7.5% | 3,171 | -0.2% | 0.16% | +2.6% |
Q2 2013 | $266,000 | – | 3,178 | – | 0.15% | – |
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% |