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 | $32,148,492 | +29.8% | 201,571 | +34.6% | 0.12% | +25.5% |
| Q2 2023 | $24,768,321 | -9.9% | 149,748 | -13.5% | 0.10% | -19.0% |
| Q1 2023 | $27,492,773 | -29.6% | 173,172 | -29.6% | 0.12% | -38.6% |
| Q4 2022 | $39,050,968 | +52.6% | 245,913 | +37.8% | 0.20% | +32.2% |
| Q3 2022 | $25,594,000 | -51.2% | 178,482 | -49.1% | 0.15% | -56.0% |
| Q2 2022 | $52,498,000 | +2.2% | 350,407 | +20.0% | 0.34% | +1.8% |
| Q1 2022 | $51,388,000 | -4.7% | 292,080 | -3.1% | 0.33% | -10.0% |
| Q4 2021 | $53,933,000 | +135.6% | 301,556 | +122.9% | 0.37% | +94.7% |
| Q3 2021 | $22,896,000 | +45.2% | 135,273 | +49.0% | 0.19% | +29.3% |
| Q2 2021 | $15,767,000 | +16.8% | 90,795 | +11.4% | 0.15% | +0.7% |
| Q1 2021 | $13,502,000 | +216.0% | 81,527 | +171.3% | 0.15% | +156.1% |
| Q4 2020 | $4,273,000 | +207.4% | 30,048 | +141.9% | 0.06% | +147.8% |
| Q3 2020 | $1,390,000 | -26.4% | 12,420 | -30.5% | 0.02% | -25.8% |
| Q2 2020 | $1,888,000 | +1.8% | 17,879 | -19.8% | 0.03% | -24.4% |
| Q1 2020 | $1,854,000 | -50.4% | 22,290 | -18.3% | 0.04% | -30.5% |
| Q4 2019 | $3,736,000 | +0.6% | 27,294 | -5.3% | 0.06% | -54.6% |
| Q3 2019 | $3,715,000 | +17.6% | 28,834 | +19.8% | 0.13% | +11.1% |
| Q2 2019 | $3,159,000 | +17.7% | 24,060 | +15.9% | 0.12% | +7.3% |
| Q1 2019 | $2,684,000 | -5.6% | 20,756 | -16.7% | 0.11% | -28.8% |
| Q4 2018 | $2,843,000 | +24.3% | 24,930 | +52.7% | 0.15% | +50.0% |
| Q3 2018 | $2,287,000 | +267.1% | 16,322 | +256.0% | 0.10% | +191.4% |
| Q2 2018 | $623,000 | +8.7% | 4,585 | +1.1% | 0.04% | 0.0% |
| Q1 2018 | $573,000 | -8.9% | 4,536 | -4.2% | 0.04% | -7.9% |
| Q4 2017 | $629,000 | -43.7% | 4,736 | -45.7% | 0.04% | -19.1% |
| Q3 2017 | $1,118,000 | +122.3% | 8,719 | +113.6% | 0.05% | -25.4% |
| Q2 2017 | $503,000 | +11.8% | 4,082 | +11.5% | 0.06% | +37.0% |
| Q1 2017 | $450,000 | +28.6% | 3,660 | +26.5% | 0.05% | +43.8% |
| Q4 2016 | $350,000 | +1844.4% | 2,894 | +1563.2% | 0.03% | +1500.0% |
| Q3 2016 | $18,000 | -93.1% | 174 | -93.0% | 0.00% | -93.1% |
| Q2 2016 | $260,000 | -5.5% | 2,469 | -8.4% | 0.03% | 0.0% |
| Q1 2016 | $275,000 | -52.7% | 2,695 | -54.3% | 0.03% | -53.2% |
| Q4 2015 | $582,000 | +20.7% | 5,893 | +18.4% | 0.06% | -4.6% |
| Q3 2015 | $482,000 | +78.5% | 4,979 | +99.0% | 0.06% | +54.8% |
| Q2 2015 | $270,000 | -99.9% | 2,502 | -1.8% | 0.04% | -17.6% |
| Q1 2015 | $278,862,000 | +105130.9% | 2,549 | +1.9% | 0.05% | 0.0% |
| Q4 2014 | $265,000 | +55.9% | 2,502 | +55.5% | 0.05% | +30.8% |
| Q2 2014 | $170,000 | -3.4% | 1,609 | -8.0% | 0.04% | +8.3% |
| Q1 2014 | $176,000 | +97.8% | 1,749 | +92.2% | 0.04% | +140.0% |
| Q4 2013 | $89,000 | +67.9% | 910 | +53.7% | 0.02% | +7.1% |
| Q3 2013 | $53,000 | +71.0% | 592 | +62.2% | 0.01% | +40.0% |
| Q2 2013 | $31,000 | – | 365 | – | 0.01% | – |
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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% |