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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $6,535,000 | -3.1% | 36,540 | -8.3% | 1.44% | -7.1% |
| Q3 2021 | $6,746,000 | -20.0% | 39,854 | -17.9% | 1.55% | -17.1% |
| Q2 2021 | $8,431,000 | +12.8% | 48,549 | +7.5% | 1.88% | +3.2% |
| Q1 2021 | $7,477,000 | +1326.9% | 45,150 | +1125.2% | 1.82% | +1178.9% |
| Q4 2020 | $524,000 | +1.9% | 3,685 | -20.7% | 0.14% | -2.7% |
| Q3 2020 | $514,000 | -17.9% | 4,646 | -20.6% | 0.15% | -26.6% |
| Q2 2020 | $626,000 | +30.1% | 5,854 | +8.1% | 0.20% | +11.2% |
| Q1 2020 | $481,000 | -24.0% | 5,413 | +17.1% | 0.18% | -17.5% |
| Q4 2019 | $633,000 | +9.1% | 4,621 | +2.6% | 0.22% | -4.0% |
| Q3 2019 | $580,000 | -2.4% | 4,503 | -1.1% | 0.23% | +3.2% |
| Q2 2019 | $594,000 | +127.6% | 4,552 | +124.9% | 0.22% | +121.2% |
| Q1 2019 | $261,000 | +16.5% | 2,024 | +2.9% | 0.10% | -1.0% |
| Q4 2018 | $224,000 | -16.1% | 1,967 | +2.6% | 0.10% | -3.8% |
| Q3 2018 | $267,000 | +0.4% | 1,917 | -2.3% | 0.10% | -8.0% |
| Q2 2018 | $266,000 | +1.9% | 1,963 | -2.7% | 0.11% | -0.9% |
| Q1 2018 | $261,000 | -0.8% | 2,018 | +1.9% | 0.11% | -4.2% |
| Q4 2017 | $263,000 | -45.3% | 1,981 | -48.4% | 0.12% | 0.0% |
| Q3 2017 | $481,000 | +107.3% | 3,837 | +103.4% | 0.12% | +1.7% |
| Q2 2017 | $232,000 | +0.4% | 1,886 | +0.2% | 0.12% | -0.8% |
| Q1 2017 | $231,000 | +6.5% | 1,883 | +4.8% | 0.12% | -0.8% |
| Q4 2016 | $217,000 | -5.7% | 1,796 | -20.7% | 0.12% | +33.7% |
| Q1 2016 | $230,000 | +0.9% | 2,265 | -4.0% | 0.09% | -40.7% |
| Q3 2015 | $228,000 | +68.9% | 2,359 | +76.3% | 0.15% | +21.0% |
| Q1 2014 | $135,000 | – | 1,338 | – | 0.12% | – |
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% |