VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 675 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,299,129 | -5.9% | 33,225 | -2.4% | 0.08% | -6.7% |
Q2 2023 | $5,628,867 | +11.6% | 34,032 | +7.1% | 0.09% | +6.0% |
Q1 2023 | $5,044,336 | +1.1% | 31,773 | +1.1% | 0.08% | -6.7% |
Q4 2022 | $4,991,055 | +114.3% | 31,430 | +93.5% | 0.09% | +45.2% |
Q3 2022 | $2,329,000 | +0.4% | 16,242 | +4.9% | 0.06% | +17.0% |
Q2 2022 | $2,319,000 | -22.6% | 15,480 | -9.1% | 0.05% | -11.7% |
Q1 2022 | $2,995,000 | -3.0% | 17,022 | -1.5% | 0.06% | -4.8% |
Q4 2021 | $3,089,000 | -1.2% | 17,273 | -6.4% | 0.06% | +3.3% |
Q3 2021 | $3,125,000 | +1.7% | 18,463 | +4.4% | 0.06% | -16.4% |
Q2 2021 | $3,072,000 | +17.0% | 17,688 | +11.6% | 0.07% | +1.4% |
Q1 2021 | $2,625,000 | +55.6% | 15,850 | +33.6% | 0.07% | +33.3% |
Q4 2020 | $1,687,000 | +25.9% | 11,864 | -2.1% | 0.05% | +8.0% |
Q3 2020 | $1,340,000 | +15.2% | 12,116 | +11.4% | 0.05% | 0.0% |
Q2 2020 | $1,163,000 | +22.0% | 10,875 | +0.7% | 0.05% | -2.0% |
Q1 2020 | $953,000 | -31.5% | 10,800 | +6.8% | 0.05% | -13.6% |
Q4 2019 | $1,391,000 | +10.7% | 10,115 | +3.5% | 0.06% | +5.4% |
Q3 2019 | $1,257,000 | +4.1% | 9,775 | +5.8% | 0.06% | +3.7% |
Q2 2019 | $1,208,000 | +0.3% | 9,239 | -1.3% | 0.05% | -10.0% |
Q1 2019 | $1,204,000 | -6.9% | 9,364 | -17.1% | 0.06% | -21.1% |
Q4 2018 | $1,293,000 | -32.7% | 11,299 | -17.9% | 0.08% | -19.1% |
Q3 2018 | $1,922,000 | +17.8% | 13,764 | +14.5% | 0.09% | 0.0% |
Q2 2018 | $1,632,000 | -1.7% | 12,017 | -6.5% | 0.09% | -6.0% |
Q1 2018 | $1,660,000 | -10.4% | 12,854 | -11.3% | 0.10% | -10.7% |
Q3 2017 | $1,853,000 | -2.7% | 14,499 | -6.4% | 0.11% | -5.9% |
Q2 2017 | $1,905,000 | +2.1% | 15,496 | +2.1% | 0.12% | -4.8% |
Q1 2017 | $1,866,000 | +29.9% | 15,180 | +27.6% | 0.12% | +15.7% |
Q4 2016 | $1,437,000 | +3.1% | 11,897 | -5.1% | 0.11% | +0.9% |
Q3 2016 | $1,394,000 | +4.7% | 12,541 | -0.7% | 0.11% | +3.9% |
Q2 2016 | $1,332,000 | +15.7% | 12,629 | +12.0% | 0.10% | +7.3% |
Q1 2016 | $1,151,000 | -0.4% | 11,274 | -3.7% | 0.10% | -2.0% |
Q4 2015 | $1,156,000 | -7.1% | 11,706 | -8.8% | 0.10% | -16.9% |
Q3 2015 | $1,244,000 | -7.4% | 12,840 | +2.9% | 0.12% | +2.6% |
Q2 2015 | $1,343,000 | -5.8% | 12,481 | -4.2% | 0.12% | -12.2% |
Q1 2015 | $1,426,000 | +3.9% | 13,023 | +0.2% | 0.13% | -2.2% |
Q4 2014 | $1,373,000 | -23.3% | 12,999 | -28.1% | 0.13% | -1.5% |
Q3 2014 | $1,790,000 | -4.1% | 18,075 | +2.0% | 0.14% | -34.9% |
Q2 2014 | $1,867,000 | -0.7% | 17,717 | -4.6% | 0.21% | -19.0% |
Q1 2014 | $1,881,000 | +1.5% | 18,570 | -2.4% | 0.26% | -5.8% |
Q4 2013 | $1,854,000 | +8.3% | 19,032 | +0.0% | 0.27% | -10.2% |
Q3 2013 | $1,712,000 | +1.4% | 19,025 | -5.5% | 0.30% | -13.6% |
Q2 2013 | $1,689,000 | – | 20,123 | – | 0.35% | – |
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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% |