VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,575 | -6.9% | 66,305 | -3.4% | 0.59% | -21.5% |
Q2 2023 | $11,353 | -54.2% | 68,639 | -56.0% | 0.75% | -49.6% |
Q1 2023 | $24,773 | -3.7% | 156,042 | -3.7% | 1.48% | -0.5% |
Q4 2022 | $25,731 | -99.9% | 162,032 | +5.9% | 1.49% | +0.6% |
Q3 2022 | $21,933,000 | -2.2% | 152,950 | +2.2% | 1.48% | +0.1% |
Q2 2022 | $22,416,000 | -8.9% | 149,620 | +7.0% | 1.48% | -0.8% |
Q1 2022 | $24,610,000 | +0.2% | 139,875 | +1.9% | 1.49% | -1.5% |
Q4 2021 | $24,554,000 | +46.2% | 137,290 | +35.4% | 1.52% | +15.5% |
Q1 2021 | $16,796,000 | +32.4% | 101,420 | +13.7% | 1.31% | +26.2% |
Q4 2020 | $12,684,000 | +28.2% | 89,195 | -0.3% | 1.04% | +13.9% |
Q3 2020 | $9,894,000 | +2588.6% | 89,430 | +2499.7% | 0.91% | +2508.6% |
Q2 2020 | $368,000 | +31.0% | 3,440 | +8.7% | 0.04% | +9.4% |
Q1 2020 | $281,000 | -63.4% | 3,165 | -43.4% | 0.03% | -54.9% |
Q4 2019 | $767,000 | -22.3% | 5,595 | -27.0% | 0.07% | -28.3% |
Q3 2019 | $987,000 | -1.3% | 7,660 | 0.0% | 0.10% | -2.9% |
Q2 2019 | $1,000,000 | -2.9% | 7,660 | -4.3% | 0.10% | -4.7% |
Q1 2019 | $1,030,000 | -20.4% | 8,005 | -29.4% | 0.11% | -30.1% |
Q4 2018 | $1,294,000 | +16.1% | 11,345 | +41.8% | 0.15% | +37.8% |
Q3 2018 | $1,115,000 | -0.9% | 8,000 | -3.4% | 0.11% | -5.1% |
Q2 2018 | $1,125,000 | +4.9% | 8,285 | 0.0% | 0.12% | +5.4% |
Q1 2018 | $1,072,000 | +0.1% | 8,285 | +2.7% | 0.11% | 0.0% |
Q4 2017 | $1,071,000 | +3.9% | 8,065 | 0.0% | 0.11% | +1.8% |
Q3 2017 | $1,031,000 | -28.1% | 8,065 | -30.8% | 0.11% | -28.8% |
Q2 2017 | $1,433,000 | +0.6% | 11,655 | +0.5% | 0.15% | +0.7% |
Q1 2017 | $1,425,000 | +0.2% | 11,595 | -1.4% | 0.15% | -9.5% |
Q4 2016 | $1,422,000 | -90.6% | 11,755 | -91.4% | 0.17% | -91.0% |
Q3 2016 | $15,149,000 | -26.8% | 136,895 | -30.4% | 1.87% | -23.8% |
Q2 2016 | $20,708,000 | -16.6% | 196,640 | -19.3% | 2.45% | -10.7% |
Q1 2016 | $24,839,000 | -5.9% | 243,810 | -8.8% | 2.74% | +5.1% |
Q4 2015 | $26,394,000 | -10.9% | 267,230 | -12.6% | 2.61% | -10.8% |
Q3 2015 | $29,629,000 | -11.1% | 305,930 | -1.0% | 2.93% | +32.4% |
Q2 2015 | $33,328,000 | -0.4% | 309,140 | +1.0% | 2.21% | -19.8% |
Q1 2015 | $33,474,000 | +4.0% | 305,975 | +0.5% | 2.76% | +3.5% |
Q4 2014 | $32,199,000 | +6.5% | 304,425 | +0.5% | 2.67% | -0.8% |
Q3 2014 | $30,226,000 | +12.7% | 303,050 | +19.2% | 2.69% | -9.2% |
Q2 2014 | $26,813,000 | +356.6% | 254,155 | +335.6% | 2.96% | +525.6% |
Q1 2014 | $5,872,000 | +6.4% | 58,350 | +3.0% | 0.47% | +1.7% |
Q4 2013 | $5,518,000 | +70.9% | 56,675 | +58.4% | 0.46% | +71.0% |
Q3 2013 | $3,228,000 | +11.3% | 35,770 | +3.2% | 0.27% | +7.5% |
Q2 2013 | $2,900,000 | – | 34,645 | – | 0.25% | – |
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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% |