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 | $19,724,205 | -11.3% | 123,670 | -8.0% | 0.77% | -13.6% |
| Q2 2023 | $22,241,234 | -10.9% | 134,469 | -14.5% | 0.90% | -17.3% |
| Q1 2023 | $24,955,815 | +4.9% | 157,192 | +4.9% | 1.08% | -3.4% |
| Q4 2022 | $23,785,362 | +25.6% | 149,782 | +13.4% | 1.12% | +12.8% |
| Q3 2022 | $18,944,000 | +5.5% | 132,103 | +10.2% | 0.99% | +5.4% |
| Q2 2022 | $17,955,000 | -21.0% | 119,842 | -7.2% | 0.94% | -16.9% |
| Q1 2022 | $22,726,000 | +10.2% | 129,168 | +12.0% | 1.13% | +10.0% |
| Q4 2021 | $20,626,000 | +14.5% | 115,323 | +8.3% | 1.03% | +0.4% |
| Q3 2021 | $18,019,000 | +0.8% | 106,460 | +3.4% | 1.03% | -5.3% |
| Q2 2021 | $17,874,000 | +29.8% | 102,925 | +23.8% | 1.08% | -1.8% |
| Q1 2021 | $13,771,000 | +27.6% | 83,154 | +9.6% | 1.10% | +34.0% |
| Q4 2020 | $10,792,000 | +51.3% | 75,886 | +17.7% | 0.82% | +35.1% |
| Q3 2020 | $7,134,000 | +27.3% | 64,483 | +23.1% | 0.61% | +16.7% |
| Q2 2020 | $5,602,000 | +30.6% | 52,399 | +8.5% | 0.52% | +11.3% |
| Q1 2020 | $4,290,000 | +28.1% | 48,308 | +97.7% | 0.47% | +27.4% |
| Q4 2019 | $3,349,000 | +32.7% | 24,432 | +24.7% | 0.37% | +20.3% |
| Q3 2019 | $2,524,000 | +43.6% | 19,591 | +45.4% | 0.31% | +33.6% |
| Q2 2019 | $1,758,000 | +136.3% | 13,470 | +133.1% | 0.23% | +112.0% |
| Q1 2019 | $744,000 | +50.0% | 5,779 | +33.0% | 0.11% | +28.6% |
| Q4 2018 | $496,000 | +86.5% | 4,344 | +127.2% | 0.08% | +78.7% |
| Q3 2018 | $266,000 | +2.7% | 1,912 | +0.1% | 0.05% | -2.1% |
| Q2 2018 | $259,000 | +22.2% | 1,911 | +16.8% | 0.05% | +14.3% |
| Q1 2018 | $212,000 | -2.3% | 1,636 | +0.2% | 0.04% | -10.6% |
| Q4 2017 | $217,000 | -0.9% | 1,633 | -4.8% | 0.05% | -7.8% |
| Q3 2017 | $219,000 | -25.3% | 1,716 | -27.9% | 0.05% | -28.2% |
| Q2 2017 | $293,000 | -43.4% | 2,380 | -43.5% | 0.07% | -45.0% |
| Q1 2017 | $518,000 | +33.5% | 4,214 | +31.3% | 0.13% | +35.8% |
| Q4 2016 | $388,000 | +55.8% | 3,209 | +35.6% | 0.10% | +46.2% |
| Q2 2016 | $249,000 | – | 2,366 | – | 0.06% | – |
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% |