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 | $109,017,744 | -3.9% | 683,540 | -0.4% | 0.93% | -2.9% |
Q2 2023 | $113,492,277 | +49.5% | 686,168 | +43.5% | 0.96% | +26.2% |
Q1 2023 | $75,936,615 | -44.3% | 478,311 | -44.3% | 0.76% | -49.5% |
Q4 2022 | $136,350,727 | +15.7% | 858,632 | +4.5% | 1.51% | +1.5% |
Q3 2022 | $117,821,000 | -1.3% | 821,626 | +3.1% | 1.49% | -9.0% |
Q2 2022 | $119,425,000 | -12.5% | 797,125 | +2.7% | 1.64% | -6.1% |
Q1 2022 | $136,501,000 | +5.6% | 775,839 | +7.3% | 1.74% | -5.0% |
Q4 2021 | $129,272,000 | +28.2% | 722,796 | +21.3% | 1.83% | +9.0% |
Q3 2021 | $100,831,000 | -2.8% | 595,714 | -0.3% | 1.68% | -12.3% |
Q2 2021 | $103,734,000 | +1.9% | 597,340 | -2.8% | 1.92% | -8.3% |
Q1 2021 | $101,798,000 | +13.1% | 614,683 | -2.9% | 2.09% | -11.4% |
Q4 2020 | $89,994,000 | -21.1% | 632,824 | -38.6% | 2.36% | -31.3% |
Q3 2020 | $114,100,000 | -9.8% | 1,031,364 | -12.8% | 3.44% | -11.9% |
Q2 2020 | $126,513,000 | +20.3% | 1,183,246 | -0.1% | 3.90% | +11.7% |
Q1 2020 | $105,141,000 | +1968.5% | 1,184,017 | +3093.1% | 3.49% | +1852.0% |
Q4 2019 | $5,083,000 | +173.3% | 37,081 | +156.8% | 0.18% | +152.1% |
Q3 2019 | $1,860,000 | +21.6% | 14,438 | +23.2% | 0.07% | +18.3% |
Q2 2019 | $1,530,000 | +11.6% | 11,721 | +10.0% | 0.06% | +1.7% |
Q1 2019 | $1,371,000 | -39.1% | 10,651 | -46.0% | 0.06% | -46.8% |
Q4 2018 | $2,250,000 | -2.6% | 19,728 | +19.0% | 0.11% | +5.7% |
Q3 2018 | $2,310,000 | +13.6% | 16,578 | +10.7% | 0.10% | +8.2% |
Q2 2018 | $2,034,000 | +6.8% | 14,978 | +1.8% | 0.10% | -34.0% |
Q1 2018 | $1,905,000 | -4.7% | 14,716 | -2.2% | 0.15% | -5.8% |
Q4 2017 | $1,998,000 | +1.6% | 15,050 | -2.2% | 0.16% | -3.7% |
Q3 2017 | $1,966,000 | +34.8% | 15,382 | +29.7% | 0.16% | +25.6% |
Q2 2017 | $1,458,000 | +170.5% | 11,861 | +170.4% | 0.13% | +152.9% |
Q1 2017 | $539,000 | -4.9% | 4,386 | -6.4% | 0.05% | -10.5% |
Q4 2016 | $567,000 | +6.6% | 4,684 | -2.6% | 0.06% | +1.8% |
Q3 2016 | $532,000 | +72.7% | 4,810 | +64.3% | 0.06% | +60.0% |
Q2 2016 | $308,000 | -70.2% | 2,928 | -71.2% | 0.04% | -72.9% |
Q1 2016 | $1,035,000 | +6.5% | 10,157 | +3.2% | 0.13% | -26.7% |
Q4 2015 | $972,000 | +3.6% | 9,843 | +1.6% | 0.18% | -47.3% |
Q3 2015 | $938,000 | -2.5% | 9,686 | +8.5% | 0.33% | -2.6% |
Q2 2015 | $962,000 | -1.5% | 8,926 | 0.0% | 0.34% | -5.5% |
Q1 2015 | $977,000 | +411.5% | 8,926 | +394.0% | 0.36% | +404.2% |
Q4 2014 | $191,000 | -13.6% | 1,807 | -13.6% | 0.07% | -28.0% |
Q2 2014 | $221,000 | +1.4% | 2,091 | -3.6% | 0.10% | +5.3% |
Q1 2014 | $218,000 | -5.2% | 2,168 | -8.3% | 0.10% | -16.7% |
Q4 2013 | $230,000 | +9.0% | 2,363 | +0.9% | 0.11% | +4.6% |
Q3 2013 | $211,000 | – | 2,343 | – | 0.11% | – |
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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% |