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 | $18,031,453 | -4.1% | 113,057 | -0.5% | 1.07% | -5.9% |
Q2 2023 | $18,800,682 | +25.6% | 113,668 | +20.6% | 1.14% | +17.4% |
Q1 2023 | $14,962,780 | -0.9% | 94,248 | -0.9% | 0.97% | -11.2% |
Q4 2022 | $15,100,416 | +8.4% | 95,091 | -2.1% | 1.09% | -8.0% |
Q3 2022 | $13,924,000 | -7.7% | 97,097 | -3.6% | 1.18% | -10.8% |
Q2 2022 | $15,093,000 | -22.1% | 100,740 | -8.5% | 1.33% | -18.0% |
Q1 2022 | $19,371,000 | -3.6% | 110,102 | -2.0% | 1.62% | -7.2% |
Q4 2021 | $20,093,000 | +3.9% | 112,346 | -1.7% | 1.74% | -15.2% |
Q3 2021 | $19,338,000 | -2.8% | 114,253 | -0.2% | 2.06% | -26.7% |
Q2 2021 | $19,889,000 | +1.6% | 114,527 | -3.1% | 2.80% | -16.6% |
Q1 2021 | $19,582,000 | +6.3% | 118,244 | -4.4% | 3.36% | -0.9% |
Q4 2020 | $18,417,000 | +7.2% | 123,693 | -20.4% | 3.39% | -8.8% |
Q3 2020 | $17,182,000 | +4.9% | 155,310 | -0.5% | 3.72% | +1.3% |
Q2 2020 | $16,373,000 | +10.7% | 156,143 | -1.4% | 3.67% | -2.8% |
Q1 2020 | $14,795,000 | -35.7% | 158,387 | -5.6% | 3.78% | -22.9% |
Q4 2019 | $23,001,000 | +16.7% | 167,806 | +9.7% | 4.90% | +3.5% |
Q3 2019 | $19,708,000 | +7.9% | 152,952 | +9.3% | 4.73% | +5.8% |
Q2 2019 | $18,269,000 | +5.5% | 139,947 | +4.1% | 4.47% | +3.6% |
Q1 2019 | $17,313,000 | +7.8% | 134,494 | -4.5% | 4.32% | -5.6% |
Q4 2018 | $16,061,000 | -1.2% | 140,811 | +20.7% | 4.57% | +8.6% |
Q3 2018 | $16,264,000 | +0.5% | 116,707 | -2.1% | 4.21% | -4.2% |
Q2 2018 | $16,183,000 | +5.1% | 119,174 | +0.1% | 4.39% | +3.0% |
Q1 2018 | $15,401,000 | -4.0% | 119,001 | -1.5% | 4.26% | -0.4% |
Q4 2017 | $16,036,000 | +9.5% | 120,773 | +5.4% | 4.28% | -0.3% |
Q3 2017 | $14,644,000 | +11.8% | 114,596 | +7.6% | 4.30% | +8.7% |
Q2 2017 | $13,094,000 | +1.0% | 106,536 | +0.9% | 3.95% | -6.0% |
Q1 2017 | $12,970,000 | -3.0% | 105,569 | -4.5% | 4.20% | -6.8% |
Q4 2016 | $13,372,000 | +11.9% | 110,510 | +2.3% | 4.51% | +9.1% |
Q3 2016 | $11,951,000 | +5.4% | 107,999 | +0.3% | 4.13% | +1.3% |
Q2 2016 | $11,344,000 | +3.2% | 107,723 | -0.1% | 4.08% | +2.4% |
Q1 2016 | $10,988,000 | +1.4% | 107,848 | -1.7% | 3.98% | -3.1% |
Q4 2015 | $10,831,000 | +26.0% | 109,658 | +23.5% | 4.11% | +16.8% |
Q3 2015 | $8,597,000 | -8.2% | 88,762 | +2.2% | 3.52% | -1.0% |
Q2 2015 | $9,362,000 | -2.6% | 86,838 | -1.2% | 3.56% | -3.8% |
Q1 2015 | $9,611,000 | +2.0% | 87,856 | -1.4% | 3.70% | -2.2% |
Q4 2014 | $9,426,000 | +14.0% | 89,119 | +7.5% | 3.78% | +11.7% |
Q3 2014 | $8,269,000 | -6.9% | 82,902 | -1.5% | 3.38% | -7.1% |
Q2 2014 | $8,880,000 | +1.9% | 84,171 | -2.8% | 3.64% | -1.4% |
Q1 2014 | $8,716,000 | +2.5% | 86,606 | -0.8% | 3.70% | +3.5% |
Q4 2013 | $8,500,000 | +2.0% | 87,295 | -5.4% | 3.57% | -5.6% |
Q3 2013 | $8,331,000 | +2.5% | 92,316 | -4.9% | 3.78% | -1.7% |
Q2 2013 | $8,126,000 | – | 97,089 | – | 3.84% | – |
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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% |