VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 287 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is 10.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $728,232 | -3.6% | 4,566 | 0.0% | 0.05% | -20.3% |
Q2 2023 | $755,217 | +2.1% | 4,566 | -2.0% | 0.06% | 0.0% |
Q1 2023 | $739,822 | -0.0% | 4,660 | 0.0% | 0.06% | +1.6% |
Q4 2022 | $740,008 | +25.6% | 4,660 | +13.5% | 0.06% | +6.8% |
Q3 2022 | $589,000 | -4.2% | 4,105 | 0.0% | 0.06% | 0.0% |
Q2 2022 | $615,000 | -15.6% | 4,105 | -0.9% | 0.06% | -6.3% |
Q1 2022 | $729,000 | -18.7% | 4,141 | -17.4% | 0.06% | -13.7% |
Q4 2021 | $897,000 | +5.7% | 5,014 | 0.0% | 0.07% | -1.4% |
Q3 2021 | $849,000 | -79.9% | 5,014 | -79.4% | 0.07% | -78.9% |
Q2 2021 | $4,223,000 | -4.6% | 24,315 | -9.0% | 0.35% | -10.0% |
Q1 2021 | $4,425,000 | +7.6% | 26,717 | -7.6% | 0.39% | +2.9% |
Q4 2020 | $4,111,000 | +13.3% | 28,911 | -11.9% | 0.38% | +12.8% |
Q3 2020 | $3,629,000 | +5.0% | 32,805 | +1.5% | 0.34% | +0.9% |
Q2 2020 | $3,456,000 | +90.7% | 32,324 | +58.4% | 0.33% | +60.9% |
Q1 2020 | $1,812,000 | -32.8% | 20,403 | +3.7% | 0.21% | -10.4% |
Q4 2019 | $2,696,000 | -2.5% | 19,669 | -8.3% | 0.23% | -8.7% |
Q3 2019 | $2,764,000 | +10.0% | 21,452 | +11.5% | 0.25% | +9.5% |
Q2 2019 | $2,512,000 | +0.7% | 19,240 | -0.7% | 0.23% | -2.1% |
Q1 2019 | $2,495,000 | +17.9% | 19,378 | +4.4% | 0.24% | -12.9% |
Q4 2018 | $2,117,000 | -15.7% | 18,559 | +3.0% | 0.27% | -3.2% |
Q3 2018 | $2,512,000 | +7.4% | 18,025 | +4.7% | 0.28% | +2.9% |
Q2 2018 | $2,339,000 | +12.3% | 17,223 | +7.0% | 0.27% | +9.2% |
Q1 2018 | $2,083,000 | +4.7% | 16,094 | +7.5% | 0.25% | +11.2% |
Q4 2017 | $1,989,000 | +7.0% | 14,978 | +3.0% | 0.22% | +2.3% |
Q3 2017 | $1,859,000 | +6.2% | 14,547 | +2.2% | 0.22% | +1.9% |
Q2 2017 | $1,750,000 | -1.4% | 14,234 | -1.4% | 0.22% | -2.7% |
Q1 2017 | $1,774,000 | -3.7% | 14,437 | -5.2% | 0.22% | -7.5% |
Q4 2016 | $1,843,000 | +13.3% | 15,235 | +3.6% | 0.24% | +9.1% |
Q3 2016 | $1,627,000 | +5.1% | 14,699 | +0.0% | 0.22% | +2.8% |
Q2 2016 | $1,548,000 | +3.7% | 14,697 | +0.3% | 0.21% | 0.0% |
Q1 2016 | $1,493,000 | +16.2% | 14,655 | +12.7% | 0.21% | +13.9% |
Q4 2015 | $1,285,000 | +9.3% | 13,006 | +7.2% | 0.19% | 0.0% |
Q3 2015 | $1,176,000 | +6.9% | 12,138 | +19.0% | 0.19% | +12.7% |
Q2 2015 | $1,100,000 | +6.3% | 10,200 | +7.9% | 0.17% | +6.4% |
Q1 2015 | $1,035,000 | +16.0% | 9,457 | +12.2% | 0.16% | +15.6% |
Q4 2014 | $892,000 | +26.3% | 8,429 | +19.1% | 0.14% | +15.4% |
Q3 2014 | $706,000 | -5.4% | 7,075 | 0.0% | 0.12% | -5.6% |
Q2 2014 | $746,000 | +0.9% | 7,075 | -3.6% | 0.12% | -6.1% |
Q1 2014 | $739,000 | +3.4% | 7,341 | 0.0% | 0.13% | +1.5% |
Q4 2013 | $715,000 | +11.2% | 7,341 | +3.1% | 0.13% | -0.8% |
Q3 2013 | $643,000 | -43.5% | 7,122 | -47.7% | 0.13% | +8.3% |
Q2 2013 | $1,139,000 | +104.1% | 13,610 | +100.5% | 0.12% | 0.0% |
Q1 2013 | $558,000 | – | 6,789 | – | 0.12% | – |
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% |