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 | $2,071,948 | +15.2% | 12,974 | +19.5% | 0.08% | +15.9% |
| Q2 2023 | $1,798,222 | +8.5% | 10,853 | +4.1% | 0.07% | +1.5% |
| Q1 2023 | $1,657,640 | +5.5% | 10,424 | +5.3% | 0.07% | -13.9% |
| Q4 2022 | $1,571,672 | +11.2% | 9,897 | +0.6% | 0.08% | +6.8% |
| Q3 2022 | $1,414,000 | +2.2% | 9,840 | +6.8% | 0.07% | +4.2% |
| Q2 2022 | $1,384,000 | -17.6% | 9,217 | -3.3% | 0.07% | +1.4% |
| Q1 2022 | $1,680,000 | +4.9% | 9,531 | +6.6% | 0.07% | +1.4% |
| Q4 2021 | $1,602,000 | +69.5% | 8,940 | +60.5% | 0.07% | +46.8% |
| Q3 2021 | $945,000 | +5.4% | 5,570 | +8.1% | 0.05% | +4.4% |
| Q2 2021 | $897,000 | +5.4% | 5,153 | +0.4% | 0.04% | -10.0% |
| Q1 2021 | $851,000 | +30.5% | 5,130 | +12.2% | 0.05% | +11.1% |
| Q4 2020 | $652,000 | +252.4% | 4,572 | +173.1% | 0.04% | -36.6% |
| Q3 2020 | $185,000 | -59.8% | 1,674 | -61.1% | 0.07% | +73.2% |
| Q2 2020 | $460,000 | +25.3% | 4,306 | +4.2% | 0.04% | +5.1% |
| Q1 2020 | $367,000 | -38.8% | 4,134 | -5.6% | 0.04% | -15.2% |
| Q4 2019 | $600,000 | +7.5% | 4,377 | +1.0% | 0.05% | -19.3% |
| Q3 2019 | $558,000 | +1.1% | 4,333 | +2.7% | 0.06% | -8.1% |
| Q2 2019 | $552,000 | -0.9% | 4,220 | +0.3% | 0.06% | -66.1% |
| Q1 2019 | $557,000 | +37.2% | 4,207 | +18.5% | 0.18% | +123.2% |
| Q4 2018 | $406,000 | -27.9% | 3,549 | -14.3% | 0.08% | -21.9% |
| Q3 2018 | $563,000 | -30.9% | 4,139 | -30.6% | 0.10% | -4.5% |
| Q2 2018 | $815,000 | -29.1% | 5,964 | -32.8% | 0.11% | -31.7% |
| Q1 2018 | $1,150,000 | -23.2% | 8,880 | -20.7% | 0.16% | -29.7% |
| Q4 2017 | $1,498,000 | +17.7% | 11,192 | +13.4% | 0.23% | +18.0% |
| Q3 2017 | $1,273,000 | -15.1% | 9,868 | -19.8% | 0.19% | -19.5% |
| Q2 2017 | $1,500,000 | -25.0% | 12,303 | -25.8% | 0.24% | -33.2% |
| Q1 2017 | $2,001,000 | -6.2% | 16,577 | -4.8% | 0.36% | -13.6% |
| Q4 2016 | $2,133,000 | +7.9% | 17,404 | -2.4% | 0.42% | +5.3% |
| Q3 2016 | $1,976,000 | +3.2% | 17,840 | -1.9% | 0.40% | +0.3% |
| Q2 2016 | $1,915,000 | 0.0% | 18,185 | -3.2% | 0.40% | -7.0% |
| Q1 2016 | $1,915,000 | +9.3% | 18,792 | +6.0% | 0.43% | +10.9% |
| Q4 2015 | $1,752,000 | +2.0% | 17,735 | -0.0% | 0.38% | -11.7% |
| Q3 2015 | $1,718,000 | -4.9% | 17,737 | +5.9% | 0.44% | +1.2% |
| Q2 2015 | $1,806,000 | -8.7% | 16,756 | -7.4% | 0.43% | -2.5% |
| Q1 2015 | $1,979,000 | +5.0% | 18,090 | +1.5% | 0.44% | -6.2% |
| Q4 2014 | $1,885,000 | +9.2% | 17,826 | +3.0% | 0.47% | +1.1% |
| Q3 2014 | $1,726,000 | -4.7% | 17,305 | +0.7% | 0.46% | -5.1% |
| Q2 2014 | $1,812,000 | +6.4% | 17,180 | +1.6% | 0.49% | -8.9% |
| Q1 2014 | $1,703,000 | -2.9% | 16,917 | -6.1% | 0.54% | -8.7% |
| Q4 2013 | $1,753,000 | +95.0% | 18,007 | +82.9% | 0.59% | +72.7% |
| Q3 2013 | $899,000 | +115.6% | 9,845 | +100.4% | 0.34% | +76.7% |
| Q2 2013 | $417,000 | – | 4,913 | – | 0.19% | – |
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% |