VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $699,842 | -3.4% | 4,388 | +0.2% | 0.09% | 0.0% |
| Q2 2023 | $724,121 | +27.8% | 4,378 | +22.6% | 0.09% | +21.1% |
| Q1 2023 | $566,773 | -23.1% | 3,570 | -23.1% | 0.08% | -31.5% |
| Q4 2022 | $737,467 | -7.9% | 4,644 | -16.8% | 0.11% | -19.6% |
| Q3 2022 | $801,000 | -7.1% | 5,585 | -2.9% | 0.14% | -2.1% |
| Q2 2022 | $862,000 | -17.8% | 5,753 | -3.5% | 0.14% | -23.8% |
| Q1 2022 | $1,049,000 | -7.7% | 5,961 | -6.3% | 0.18% | -9.3% |
| Q4 2021 | $1,137,000 | +6.3% | 6,359 | +0.6% | 0.20% | -8.5% |
| Q3 2021 | $1,070,000 | -8.5% | 6,320 | -6.1% | 0.22% | -13.6% |
| Q2 2021 | $1,169,000 | +0.1% | 6,731 | -4.6% | 0.26% | -12.2% |
| Q1 2021 | $1,168,000 | +46.4% | 7,052 | -2.3% | 0.29% | +2.4% |
| Q3 2020 | $798,000 | +52.3% | 7,217 | +22.4% | 0.29% | +12.5% |
| Q1 2020 | $524,000 | -23.7% | 5,897 | +17.6% | 0.26% | -6.2% |
| Q4 2019 | $687,000 | -1.6% | 5,014 | -3.6% | 0.27% | -5.6% |
| Q3 2019 | $698,000 | +3.4% | 5,200 | +2.1% | 0.29% | -1.7% |
| Q2 2019 | $675,000 | +8.9% | 5,092 | +5.8% | 0.29% | +2.4% |
| Q1 2019 | $620,000 | +10.5% | 4,814 | -2.1% | 0.29% | +2.1% |
| Q4 2018 | $561,000 | -4.4% | 4,919 | +7.9% | 0.28% | +6.9% |
| Q3 2018 | $587,000 | +10.8% | 4,557 | +16.8% | 0.26% | +12.0% |
| Q2 2018 | $530,000 | -0.6% | 3,903 | -5.2% | 0.23% | +4.9% |
| Q1 2018 | $533,000 | -5.3% | 4,116 | -3.0% | 0.22% | +19.3% |
| Q4 2017 | $563,000 | +9.1% | 4,242 | +5.0% | 0.19% | +5.1% |
| Q3 2017 | $516,000 | +22.9% | 4,041 | +18.4% | 0.18% | +20.3% |
| Q2 2017 | $420,000 | +1.7% | 3,414 | +1.5% | 0.15% | -2.0% |
| Q1 2017 | $413,000 | +13.5% | 3,362 | +11.9% | 0.15% | +45.2% |
| Q4 2016 | $364,000 | – | 3,005 | – | 0.10% | – |
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% |