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 | $3,116,001 | -0.5% | 19,527 | +3.1% | 1.14% | +4.0% |
| Q2 2023 | $3,131,518 | +5.8% | 18,933 | +1.6% | 1.10% | -0.1% |
| Q1 2023 | $2,958,810 | +3.3% | 18,637 | +3.4% | 1.10% | +1.9% |
| Q4 2022 | $2,863,323 | +10.8% | 18,031 | +0.1% | 1.08% | +12.9% |
| Q3 2022 | $2,584,000 | -6.1% | 18,021 | -1.9% | 0.95% | +2.4% |
| Q2 2022 | $2,751,000 | -15.2% | 18,361 | -0.4% | 0.93% | +5.1% |
| Q1 2022 | $3,243,000 | -0.3% | 18,431 | +1.4% | 0.89% | +9.2% |
| Q4 2021 | $3,252,000 | +5.6% | 18,181 | -0.1% | 0.81% | -2.9% |
| Q3 2021 | $3,081,000 | -2.7% | 18,204 | – | 0.84% | -2.9% |
| Q2 2021 | $3,168,000 | +4.9% | 0 | -100.0% | 0.86% | -2.8% |
| Q1 2021 | $3,021,000 | +17.2% | 18,244 | +0.7% | 0.88% | +11.2% |
| Q4 2020 | $2,577,000 | +41.1% | 18,120 | +9.7% | 0.80% | +26.6% |
| Q3 2020 | $1,827,000 | +3.0% | 16,517 | -0.5% | 0.63% | -8.3% |
| Q2 2020 | $1,774,000 | +19.7% | 16,592 | -0.6% | 0.69% | -6.3% |
| Q1 2020 | $1,482,000 | -57.7% | 16,690 | -34.6% | 0.73% | -43.7% |
| Q4 2019 | $3,500,000 | +6.3% | 25,535 | -0.1% | 1.30% | -1.5% |
| Q3 2019 | $3,293,000 | -3.0% | 25,557 | -1.8% | 1.32% | -8.9% |
| Q2 2019 | $3,396,000 | -1.0% | 26,018 | -2.4% | 1.45% | -3.9% |
| Q1 2019 | $3,431,000 | +10.5% | 26,651 | -2.1% | 1.51% | +7.3% |
| Q4 2018 | $3,106,000 | -18.9% | 27,227 | -0.9% | 1.40% | -3.4% |
| Q3 2018 | $3,830,000 | +2.0% | 27,485 | -0.6% | 1.46% | -7.3% |
| Q2 2018 | $3,754,000 | +4.4% | 27,645 | -0.5% | 1.57% | +1.4% |
| Q1 2018 | $3,595,000 | -0.4% | 27,776 | +2.2% | 1.55% | +1.6% |
| Q4 2017 | $3,610,000 | +6.7% | 27,190 | +2.7% | 1.52% | -0.4% |
| Q3 2017 | $3,384,000 | +6.5% | 26,483 | +2.5% | 1.53% | 0.0% |
| Q2 2017 | $3,177,000 | -1.8% | 25,848 | -1.8% | 1.53% | -8.0% |
| Q1 2017 | $3,234,000 | +7.3% | 26,326 | +5.7% | 1.66% | -7.0% |
| Q4 2016 | $3,014,000 | +267.1% | 24,907 | +235.8% | 1.78% | +270.3% |
| Q3 2016 | $821,000 | – | 7,417 | – | 0.48% | – |
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% |