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 | $1,604,455 | +5.7% | 10,060 | +9.6% | 0.14% | +6.3% |
| Q2 2023 | $1,517,773 | +5.5% | 9,176 | +1.3% | 0.13% | 0.0% |
| Q1 2023 | $1,438,277 | +4.2% | 9,059 | +4.2% | 0.13% | -5.2% |
| Q4 2022 | $1,380,237 | +10.9% | 8,692 | +0.1% | 0.13% | +2.3% |
| Q3 2022 | $1,245,000 | +1.1% | 8,681 | +5.6% | 0.13% | +2.3% |
| Q2 2022 | $1,232,000 | -12.2% | 8,224 | +3.1% | 0.13% | -0.8% |
| Q1 2022 | $1,403,000 | -2.5% | 7,973 | -0.9% | 0.13% | +1.6% |
| Q4 2021 | $1,439,000 | +3.5% | 8,045 | -2.0% | 0.13% | -5.9% |
| Q3 2021 | $1,390,000 | +0.7% | 8,213 | +3.2% | 0.14% | -2.9% |
| Q2 2021 | $1,381,000 | +22.8% | 7,955 | +0.5% | 0.14% | +9.4% |
| Q4 2020 | $1,125,000 | +32.0% | 7,913 | -0.7% | 0.13% | -18.6% |
| Q2 2020 | $852,000 | -3.8% | 7,966 | +23.2% | 0.16% | -1.9% |
| Q4 2019 | $886,000 | +25.3% | 6,467 | +17.9% | 0.16% | +15.2% |
| Q3 2019 | $707,000 | +5.5% | 5,484 | +6.8% | 0.14% | +5.3% |
| Q2 2019 | $670,000 | +4.0% | 5,135 | +2.6% | 0.13% | 0.0% |
| Q1 2019 | $644,000 | +8.6% | 5,005 | -3.7% | 0.13% | +0.8% |
| Q4 2018 | $593,000 | -14.2% | 5,198 | +4.9% | 0.13% | -10.3% |
| Q3 2018 | $691,000 | +16.5% | 4,955 | +13.4% | 0.14% | -19.4% |
| Q2 2018 | $593,000 | -0.8% | 4,368 | -5.4% | 0.18% | +36.4% |
| Q1 2018 | $598,000 | -1.3% | 4,618 | +1.2% | 0.13% | -2.2% |
| Q4 2017 | $606,000 | +1.5% | 4,564 | -2.3% | 0.14% | -2.9% |
| Q3 2017 | $597,000 | +1.5% | 4,672 | -2.3% | 0.14% | -4.8% |
| Q2 2017 | $588,000 | +6.7% | 4,784 | +6.6% | 0.15% | +1.4% |
| Q1 2017 | $551,000 | +15.8% | 4,486 | +14.1% | 0.14% | +9.1% |
| Q4 2016 | $476,000 | +52.6% | 3,930 | +39.2% | 0.13% | +48.3% |
| Q3 2016 | $312,000 | +35.1% | 2,824 | +28.9% | 0.09% | +41.3% |
| Q2 2016 | $231,000 | +278.7% | 2,190 | +243.8% | 0.06% | +293.8% |
| Q3 2015 | $61,000 | +5.2% | 637 | +18.4% | 0.02% | 0.0% |
| Q2 2015 | $58,000 | -3.3% | 538 | -2.5% | 0.02% | +6.7% |
| Q1 2015 | $60,000 | +3.4% | 552 | 0.0% | 0.02% | -6.2% |
| Q4 2014 | $58,000 | +5.5% | 552 | 0.0% | 0.02% | -5.9% |
| Q3 2014 | $55,000 | +139.1% | 552 | +152.1% | 0.02% | +112.5% |
| Q2 2014 | $23,000 | +4.5% | 219 | 0.0% | 0.01% | -11.1% |
| Q1 2014 | $22,000 | +4.8% | 219 | 0.0% | 0.01% | -25.0% |
| Q4 2013 | $21,000 | -88.2% | 219 | -88.9% | 0.01% | -88.5% |
| Q3 2013 | $178,000 | -28.8% | 1,973 | -34.1% | 0.10% | -24.6% |
| Q2 2013 | $250,000 | – | 2,992 | – | 0.14% | – |
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% |