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 | $275,439 | -0.3% | 1,727 | +3.4% | 0.01% | 0.0% |
| Q2 2023 | $276,218 | +26.4% | 1,670 | +21.3% | 0.01% | +16.7% |
| Q1 2023 | $218,613 | +17.1% | 1,377 | +17.1% | 0.01% | 0.0% |
| Q4 2022 | $186,749 | +6.7% | 1,176 | -3.5% | 0.01% | +20.0% |
| Q3 2022 | $175,000 | -21.9% | 1,219 | -18.6% | 0.01% | -28.6% |
| Q2 2022 | $224,000 | -32.3% | 1,498 | -20.3% | 0.01% | -22.2% |
| Q1 2022 | $331,000 | +19.9% | 1,880 | +21.7% | 0.01% | +28.6% |
| Q4 2021 | $276,000 | +25.5% | 1,545 | +18.9% | 0.01% | +16.7% |
| Q3 2021 | $220,000 | -3.1% | 1,299 | -0.7% | 0.01% | -14.3% |
| Q2 2021 | $227,000 | +8.6% | 1,308 | +3.8% | 0.01% | 0.0% |
| Q1 2021 | $209,000 | +6866.7% | 1,260 | +5378.3% | 0.01% | – |
| Q4 2020 | $3,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | -57.1% | 23 | -60.3% | 0.00% | – |
| Q3 2019 | $7,000 | +40.0% | 58 | +61.1% | 0.00% | – |
| Q2 2019 | $5,000 | +25.0% | 36 | -5.3% | 0.00% | – |
| Q4 2018 | $4,000 | -85.2% | 38 | -80.6% | 0.00% | -100.0% |
| Q3 2018 | $27,000 | -6.9% | 196 | -7.1% | 0.00% | -50.0% |
| Q2 2018 | $29,000 | +93.3% | 211 | +81.9% | 0.00% | +100.0% |
| Q1 2018 | $15,000 | +1400.0% | 116 | +1833.3% | 0.00% | – |
| Q2 2017 | $1,000 | -88.9% | 6 | -92.2% | 0.00% | -100.0% |
| Q1 2017 | $9,000 | +50.0% | 77 | +54.0% | 0.00% | 0.0% |
| Q3 2016 | $6,000 | +500.0% | 50 | +400.0% | 0.00% | – |
| Q2 2015 | $1,000 | 0.0% | 10 | +100.0% | 0.00% | – |
| Q1 2015 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q4 2014 | $1,000 | – | 5 | – | 0.00% | – |
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% |