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 | $68,172,044 | +136.0% | 427,438 | +144.6% | 0.43% | +113.9% |
| Q2 2023 | $28,884,200 | +3.6% | 174,753 | -0.5% | 0.20% | -2.4% |
| Q1 2023 | $27,893,476 | -2.7% | 175,696 | -2.6% | 0.21% | -11.2% |
| Q4 2022 | $28,658,155 | +41.7% | 180,467 | +28.0% | 0.23% | -7.6% |
| Q3 2022 | $20,218,000 | +3.6% | 140,990 | +8.2% | 0.25% | +0.4% |
| Q2 2022 | $19,514,000 | +12.9% | 130,247 | +32.6% | 0.25% | +19.0% |
| Q1 2022 | $17,277,000 | +20.6% | 98,201 | +22.6% | 0.21% | +20.0% |
| Q4 2021 | $14,324,000 | +40.3% | 80,089 | +32.8% | 0.18% | +26.8% |
| Q3 2021 | $10,211,000 | +21.7% | 60,328 | +24.9% | 0.14% | +16.9% |
| Q2 2021 | $8,389,000 | -34.8% | 48,310 | -37.8% | 0.12% | -56.8% |
| Q1 2021 | $12,862,000 | +22.3% | 77,665 | +5.0% | 0.27% | +12.3% |
| Q4 2020 | $10,517,000 | +34.2% | 73,954 | +4.4% | 0.24% | +19.1% |
| Q3 2020 | $7,836,000 | +7.1% | 70,829 | +3.5% | 0.20% | +4.6% |
| Q2 2020 | $7,314,000 | +8.8% | 68,407 | -10.0% | 0.20% | -12.2% |
| Q1 2020 | $6,723,000 | +9.9% | 75,973 | +69.7% | 0.22% | +35.4% |
| Q4 2019 | $6,117,000 | +26.4% | 44,773 | +19.0% | 0.16% | +12.3% |
| Q3 2019 | $4,839,000 | +0.7% | 37,633 | +2.0% | 0.15% | -1.4% |
| Q2 2019 | $4,803,000 | +9.4% | 36,883 | +7.7% | 0.15% | +3.5% |
| Q1 2019 | $4,392,000 | +42.7% | 34,254 | +26.3% | 0.14% | +20.2% |
| Q4 2018 | $3,078,000 | +68.5% | 27,120 | +106.1% | 0.12% | +85.9% |
| Q3 2018 | $1,827,000 | +35.8% | 13,159 | +26.2% | 0.06% | +8.5% |
| Q1 2018 | $1,345,000 | -0.1% | 10,423 | +2.7% | 0.06% | +5.4% |
| Q4 2017 | $1,346,000 | +13.1% | 10,145 | +9.2% | 0.06% | +3.7% |
| Q3 2017 | $1,190,000 | +1.3% | 9,288 | -3.5% | 0.05% | -1.8% |
| Q2 2017 | $1,175,000 | -2.5% | 9,623 | -2.3% | 0.06% | -3.5% |
| Q1 2017 | $1,205,000 | +13.3% | 9,849 | +11.6% | 0.06% | +3.6% |
| Q4 2016 | $1,064,000 | +3.0% | 8,829 | -5.4% | 0.06% | +41.0% |
| Q3 2016 | $1,033,000 | +124.1% | 9,331 | +113.6% | 0.04% | +44.4% |
| Q2 2016 | $461,000 | +65.8% | 4,368 | +61.0% | 0.03% | +58.8% |
| Q1 2016 | $278,000 | -25.9% | 2,713 | -28.5% | 0.02% | -29.2% |
| Q4 2015 | $375,000 | -25.3% | 3,792 | -26.7% | 0.02% | -29.4% |
| Q3 2015 | $502,000 | -88.3% | 5,171 | -86.8% | 0.03% | -87.6% |
| Q2 2015 | $4,294,000 | 0.0% | 39,303 | 0.0% | 0.28% | -0.4% |
| Q1 2015 | $4,294,000 | +17.1% | 39,303 | +13.4% | 0.28% | +6.6% |
| Q4 2014 | $3,668,000 | +11.1% | 34,667 | +4.2% | 0.26% | +15.1% |
| Q3 2014 | $3,302,000 | -38.5% | 33,268 | -34.8% | 0.22% | -36.3% |
| Q2 2014 | $5,369,000 | +68.2% | 51,006 | +61.4% | 0.35% | +54.1% |
| Q1 2014 | $3,192,000 | +10.5% | 31,608 | +6.5% | 0.23% | +3.6% |
| Q4 2013 | $2,889,000 | +49.2% | 29,683 | +38.6% | 0.22% | +32.3% |
| Q3 2013 | $1,936,000 | +27.5% | 21,421 | +18.6% | 0.17% | +10.6% |
| Q2 2013 | $1,518,000 | -69.0% | 18,067 | -69.7% | 0.15% | -69.6% |
| Q1 2013 | $4,900,000 | – | 59,640 | – | 0.50% | – |
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% |