VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 965 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,135,157 | +1.1% | 38,467 | +4.9% | 0.57% | +6.4% |
| Q2 2023 | $6,065,609 | +1.8% | 36,672 | -2.3% | 0.54% | -3.8% |
| Q1 2023 | $5,960,362 | +6.3% | 37,543 | +6.4% | 0.56% | -0.4% |
| Q4 2022 | $5,605,485 | +46.7% | 35,299 | +32.5% | 0.56% | +33.5% |
| Q3 2022 | $3,821,000 | +32.0% | 26,649 | +38.0% | 0.42% | +38.9% |
| Q2 2022 | $2,894,000 | -27.1% | 19,314 | -14.4% | 0.30% | -11.5% |
| Q1 2022 | $3,968,000 | +36.3% | 22,553 | +38.5% | 0.34% | +40.5% |
| Q4 2021 | $2,912,000 | +17.7% | 16,280 | +11.3% | 0.24% | +3.0% |
| Q3 2021 | $2,475,000 | +7.7% | 14,623 | +10.5% | 0.24% | +31.3% |
| Q2 2021 | $2,299,000 | +1.5% | 13,236 | -3.3% | 0.18% | -22.2% |
| Q1 2021 | $2,266,000 | +49.5% | 13,683 | +28.3% | 0.23% | +31.4% |
| Q4 2020 | $1,516,000 | +65.9% | 10,661 | +29.0% | 0.18% | +30.6% |
| Q3 2020 | $914,000 | +8.0% | 8,263 | +4.4% | 0.13% | -5.0% |
| Q2 2020 | $846,000 | +45.6% | 7,911 | +21.0% | 0.14% | +21.6% |
| Q1 2020 | $581,000 | -41.8% | 6,537 | -10.2% | 0.12% | -27.0% |
| Q4 2019 | $998,000 | +9.3% | 7,279 | +2.8% | 0.16% | +1.9% |
| Q3 2019 | $913,000 | +2.1% | 7,083 | +3.4% | 0.16% | +0.6% |
| Q2 2019 | $894,000 | +18.4% | 6,850 | +16.7% | 0.16% | +16.5% |
| Q1 2019 | $755,000 | +42.5% | 5,868 | +54.3% | 0.13% | +33.0% |
| Q3 2018 | $530,000 | +19.4% | 3,803 | +16.4% | 0.10% | +11.1% |
| Q2 2018 | $444,000 | – | 3,266 | – | 0.09% | – |
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% |