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 | $3,270,444 | -3.2% | 20,506 | +0.4% | 0.97% | +2.5% |
| Q2 2023 | $3,379,248 | +2.0% | 20,431 | -2.1% | 0.94% | -0.1% |
| Q1 2023 | $3,313,150 | -7.8% | 20,869 | -7.8% | 0.94% | -3.7% |
| Q4 2022 | $3,593,773 | +5.9% | 22,631 | -4.3% | 0.98% | +11.6% |
| Q3 2022 | $3,392,000 | -4.0% | 23,657 | +0.3% | 0.88% | -0.7% |
| Q2 2022 | $3,533,000 | -16.0% | 23,580 | -1.4% | 0.88% | -3.5% |
| Q1 2022 | $4,207,000 | -1.2% | 23,914 | +0.4% | 0.92% | +0.9% |
| Q4 2021 | $4,259,000 | +4.6% | 23,810 | -1.0% | 0.91% | -1.7% |
| Q3 2021 | $4,070,000 | -5.1% | 24,048 | -2.6% | 0.92% | -5.8% |
| Q2 2021 | $4,288,000 | +1.0% | 24,692 | -3.7% | 0.98% | -4.4% |
| Q1 2021 | $4,246,000 | +8.5% | 25,639 | -6.8% | 1.02% | +2.4% |
| Q4 2020 | $3,912,000 | +24.0% | 27,507 | -3.5% | 1.00% | +9.8% |
| Q3 2020 | $3,155,000 | -4.5% | 28,514 | -7.7% | 0.91% | -8.3% |
| Q2 2020 | $3,303,000 | +17.0% | 30,896 | -2.8% | 1.00% | +3.8% |
| Q1 2020 | $2,822,000 | -35.8% | 31,784 | -0.9% | 0.96% | -21.0% |
| Q4 2019 | $4,395,000 | +6.1% | 32,067 | -0.3% | 1.21% | +1.8% |
| Q3 2019 | $4,142,000 | -3.5% | 32,149 | -2.2% | 1.19% | -3.6% |
| Q2 2019 | $4,292,000 | +1.5% | 32,876 | +0.0% | 1.24% | -6.4% |
| Q1 2019 | $4,230,000 | +12.0% | 32,861 | -0.8% | 1.32% | -0.5% |
| Q4 2018 | $3,777,000 | -19.1% | 33,115 | -1.2% | 1.33% | -19.1% |
| Q3 2018 | $4,669,000 | +2.7% | 33,504 | +0.0% | 1.64% | -6.7% |
| Q2 2018 | $4,548,000 | +1.1% | 33,493 | -3.7% | 1.76% | -0.6% |
| Q1 2018 | $4,500,000 | -5.1% | 34,773 | -2.7% | 1.77% | -5.6% |
| Q4 2017 | $4,744,000 | +1.8% | 35,726 | -2.0% | 1.87% | -3.0% |
| Q3 2017 | $4,660,000 | +2.5% | 36,467 | -1.4% | 1.93% | -2.2% |
| Q2 2017 | $4,546,000 | -0.2% | 36,983 | -0.3% | 1.98% | -7.4% |
| Q1 2017 | $4,556,000 | -4.1% | 37,082 | -5.6% | 2.13% | -8.2% |
| Q4 2016 | $4,752,000 | +4.4% | 39,271 | -4.5% | 2.32% | +1.8% |
| Q3 2016 | $4,553,000 | -5.0% | 41,142 | -9.6% | 2.28% | -7.0% |
| Q2 2016 | $4,791,000 | -0.4% | 45,492 | -3.6% | 2.45% | -3.4% |
| Q1 2016 | $4,809,000 | +7.7% | 47,201 | +4.4% | 2.54% | +0.5% |
| Q4 2015 | $4,465,000 | +4.2% | 45,202 | +2.2% | 2.53% | +2.6% |
| Q3 2015 | $4,283,000 | -3.8% | 44,221 | +7.0% | 2.46% | -3.6% |
| Q2 2015 | $4,454,000 | +1.5% | 41,315 | +3.0% | 2.56% | -0.6% |
| Q1 2015 | $4,387,000 | +3.9% | 40,102 | +0.5% | 2.57% | -1.6% |
| Q4 2014 | $4,222,000 | +7.5% | 39,921 | +1.4% | 2.61% | -1.0% |
| Q3 2014 | $3,927,000 | -6.5% | 39,372 | -1.1% | 2.64% | -5.5% |
| Q2 2014 | $4,198,000 | +3.5% | 39,791 | -1.3% | 2.80% | -1.8% |
| Q1 2014 | $4,056,000 | +1.4% | 40,299 | -1.9% | 2.85% | +3.7% |
| Q4 2013 | $4,001,000 | – | 41,093 | – | 2.74% | – |
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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% |