VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $455,678 | -16.0% | 2,857 | -12.9% | 0.06% | -15.9% |
Q2 2023 | $542,527 | +11.2% | 3,280 | +6.7% | 0.07% | +9.5% |
Q1 2023 | $487,884 | -0.0% | 3,073 | 0.0% | 0.06% | -7.4% |
Q4 2022 | $488,007 | +6.3% | 3,073 | -4.0% | 0.07% | -8.1% |
Q3 2022 | $459,000 | -6.1% | 3,201 | -2.0% | 0.07% | -1.3% |
Q2 2022 | $489,000 | -14.8% | 3,265 | +0.1% | 0.08% | -12.8% |
Q1 2022 | $574,000 | -1.0% | 3,263 | +0.6% | 0.09% | 0.0% |
Q4 2021 | $580,000 | -7.3% | 3,242 | -12.3% | 0.09% | -10.4% |
Q3 2021 | $626,000 | +14.0% | 3,696 | +16.8% | 0.10% | +3.2% |
Q2 2021 | $549,000 | +10.9% | 3,164 | +5.9% | 0.09% | -55.7% |
Q1 2021 | $495,000 | -5.0% | 2,988 | -18.4% | 0.21% | -9.9% |
Q4 2020 | $521,000 | +24.3% | 3,662 | -3.2% | 0.23% | +40.4% |
Q3 2020 | $419,000 | -8.1% | 3,784 | -11.2% | 0.17% | -14.9% |
Q2 2020 | $456,000 | +3.6% | 4,262 | -14.0% | 0.20% | -10.1% |
Q1 2020 | $440,000 | -24.4% | 4,957 | +16.7% | 0.22% | -4.0% |
Q4 2019 | $582,000 | +1.2% | 4,249 | -4.7% | 0.23% | -11.4% |
Q3 2019 | $575,000 | -3.2% | 4,460 | -1.9% | 0.26% | -4.9% |
Q2 2019 | $594,000 | -3.3% | 4,548 | -4.7% | 0.27% | -0.7% |
Q1 2019 | $614,000 | +10.2% | 4,770 | -2.4% | 0.27% | 0.0% |
Q4 2018 | $557,000 | -20.8% | 4,885 | -3.1% | 0.27% | -8.2% |
Q3 2018 | $703,000 | +7.3% | 5,043 | +4.5% | 0.29% | +1.0% |
Q2 2018 | $655,000 | -10.9% | 4,827 | -15.0% | 0.29% | -14.4% |
Q1 2018 | $735,000 | -11.1% | 5,682 | -8.8% | 0.34% | -6.3% |
Q4 2017 | $827,000 | +17.6% | 6,229 | +13.2% | 0.36% | +5.5% |
Q3 2017 | $703,000 | +3.8% | 5,504 | -0.1% | 0.34% | -0.6% |
Q2 2017 | $677,000 | -0.4% | 5,508 | -0.5% | 0.35% | -2.5% |
Q1 2017 | $680,000 | -3.4% | 5,535 | -4.9% | 0.36% | -3.8% |
Q4 2016 | $704,000 | -15.7% | 5,822 | -22.9% | 0.37% | -18.7% |
Q3 2016 | $835,000 | -2.0% | 7,549 | -6.7% | 0.45% | -4.0% |
Q2 2016 | $852,000 | +5.7% | 8,090 | +2.2% | 0.47% | +5.8% |
Q1 2016 | $806,000 | +9.1% | 7,915 | +5.8% | 0.45% | +8.5% |
Q4 2015 | $739,000 | -16.0% | 7,484 | -17.7% | 0.41% | -22.3% |
Q3 2015 | $880,000 | +9.7% | 9,091 | +22.3% | 0.53% | +15.5% |
Q2 2015 | $802,000 | +22.1% | 7,436 | +23.8% | 0.46% | +11.4% |
Q1 2015 | $657,000 | +5.1% | 6,006 | +1.7% | 0.41% | +6.5% |
Q4 2014 | $625,000 | +2.0% | 5,905 | -4.0% | 0.39% | +0.3% |
Q3 2014 | $613,000 | +2.5% | 6,150 | +8.4% | 0.39% | +7.2% |
Q2 2014 | $598,000 | -11.9% | 5,671 | -16.0% | 0.36% | -18.7% |
Q1 2014 | $679,000 | +18.7% | 6,749 | +14.9% | 0.44% | +23.4% |
Q4 2013 | $572,000 | +25.7% | 5,876 | +16.6% | 0.36% | +3.8% |
Q3 2013 | $455,000 | +7.8% | 5,038 | 0.0% | 0.35% | +8.1% |
Q2 2013 | $422,000 | -0.7% | 5,038 | -2.7% | 0.32% | -31.5% |
Q1 2013 | $425,000 | -11.6% | 5,176 | -21.9% | 0.47% | -19.9% |
Q4 2012 | $481,000 | – | 6,627 | – | 0.58% | – |
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% |