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 | $6,344,524 | -1.4% | 39,780 | +2.3% | 0.23% | +3.1% |
| Q2 2023 | $6,432,287 | +3.5% | 38,889 | -0.6% | 0.22% | +0.5% |
| Q1 2023 | $6,212,089 | +1.6% | 39,128 | +1.6% | 0.22% | -1.3% |
| Q4 2022 | $6,116,599 | +6.6% | 38,517 | -3.8% | 0.22% | -2.2% |
| Q3 2022 | $5,739,000 | -2.7% | 40,021 | +1.7% | 0.23% | +9.5% |
| Q2 2022 | $5,897,000 | +36.9% | 39,363 | +60.8% | 0.21% | -11.0% |
| Q1 2022 | $4,308,000 | -40.6% | 24,483 | -39.6% | 0.24% | +7.8% |
| Q4 2021 | $7,248,000 | +8.5% | 40,532 | +2.7% | 0.22% | +0.5% |
| Q3 2021 | $6,679,000 | -0.2% | 39,462 | +2.4% | 0.22% | -39.6% |
| Q2 2021 | $6,694,000 | +4.3% | 38,541 | -0.5% | 0.36% | -2.7% |
| Q1 2021 | $6,417,000 | +20.1% | 38,751 | +3.2% | 0.37% | +3.6% |
| Q4 2020 | $5,341,000 | +20.1% | 37,561 | -6.6% | 0.36% | +7.5% |
| Q3 2020 | $4,448,000 | +1.6% | 40,213 | -1.8% | 0.33% | -3.5% |
| Q2 2020 | $4,377,000 | +17.7% | 40,937 | -2.3% | 0.34% | -0.9% |
| Q1 2020 | $3,719,000 | -38.0% | 41,884 | -4.3% | 0.35% | -21.3% |
| Q4 2019 | $6,000,000 | +2.0% | 43,774 | -4.1% | 0.44% | -3.5% |
| Q3 2019 | $5,880,000 | -8.5% | 45,634 | -7.3% | 0.46% | -7.7% |
| Q2 2019 | $6,428,000 | -14.1% | 49,250 | -15.3% | 0.50% | -17.2% |
| Q1 2019 | $7,487,000 | +16.4% | 58,168 | +3.1% | 0.60% | +4.5% |
| Q4 2018 | $6,431,000 | -33.6% | 56,393 | -18.9% | 0.57% | -23.9% |
| Q3 2018 | $9,685,000 | +10.5% | 69,501 | +7.7% | 0.75% | +2.4% |
| Q2 2018 | $8,761,000 | +11.3% | 64,522 | +6.3% | 0.74% | -4.0% |
| Q1 2018 | $7,872,000 | -26.1% | 60,711 | -24.1% | 0.77% | -24.4% |
| Q4 2017 | $10,655,000 | +6.9% | 80,030 | +2.8% | 1.01% | -1.4% |
| Q3 2017 | $9,966,000 | -26.2% | 77,816 | -29.4% | 1.03% | -30.2% |
| Q2 2017 | $13,513,000 | +14.3% | 110,171 | +14.6% | 1.47% | +9.2% |
| Q1 2017 | $11,825,000 | +35.3% | 96,094 | +21.3% | 1.35% | +21.2% |
| Q4 2016 | $8,740,000 | 0.0% | 79,234 | 0.0% | 1.11% | 0.0% |
| Q3 2016 | $8,740,000 | +6.6% | 79,234 | +1.8% | 1.11% | -0.1% |
| Q2 2016 | $8,198,000 | -4.6% | 77,854 | -7.3% | 1.11% | +16.2% |
| Q1 2016 | $8,590,000 | +69.0% | 84,003 | +63.2% | 0.96% | +6.0% |
| Q4 2015 | $5,084,000 | -3.3% | 51,479 | -5.2% | 0.90% | +11.3% |
| Q3 2015 | $5,257,000 | -4.0% | 54,289 | +6.8% | 0.81% | +2.0% |
| Q2 2015 | $5,478,000 | +31.0% | 50,810 | +32.9% | 0.80% | +31.4% |
| Q1 2015 | $4,181,000 | +72.9% | 38,226 | +67.3% | 0.60% | +63.1% |
| Q4 2014 | $2,418,000 | +8.2% | 22,851 | +2.0% | 0.37% | +6.3% |
| Q3 2014 | $2,234,000 | -5.8% | 22,403 | -0.6% | 0.35% | +1.7% |
| Q2 2014 | $2,372,000 | +1.1% | 22,536 | -3.4% | 0.34% | +4.3% |
| Q1 2014 | $2,346,000 | +3.5% | 23,322 | -0.1% | 0.33% | -2.9% |
| Q4 2013 | $2,266,000 | +4.9% | 23,342 | -2.6% | 0.34% | -2.3% |
| Q3 2013 | $2,161,000 | – | 23,953 | – | 0.35% | – |
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% |