VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 686 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.22 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,777,754 | +9.2% | 11,146 | +13.3% | 0.10% | +8.0% |
| Q2 2023 | $1,627,287 | +5.0% | 9,838 | +0.7% | 0.09% | +1.1% |
| Q1 2023 | $1,550,273 | -0.2% | 9,765 | -0.2% | 0.09% | -5.4% |
| Q4 2022 | $1,553,839 | +11.8% | 9,785 | +0.9% | 0.09% | -1.1% |
| Q3 2022 | $1,390,000 | -3.1% | 9,693 | +1.2% | 0.09% | +3.3% |
| Q2 2022 | $1,435,000 | -16.5% | 9,579 | -1.9% | 0.09% | -19.6% |
| Q1 2022 | $1,718,000 | +25.9% | 9,767 | +27.9% | 0.11% | +28.7% |
| Q4 2021 | $1,365,000 | +5.7% | 7,635 | +0.0% | 0.09% | -2.2% |
| Q3 2021 | $1,292,000 | +0.9% | 7,633 | +3.5% | 0.09% | -11.9% |
| Q2 2021 | $1,281,000 | +1.9% | 7,378 | -2.8% | 0.10% | -63.5% |
| Q1 2021 | $1,257,000 | +16.7% | 7,588 | +0.2% | 0.28% | +4.5% |
| Q4 2020 | $1,077,000 | +206.0% | 7,573 | +137.9% | 0.26% | +147.7% |
| Q3 2020 | $352,000 | -62.2% | 3,183 | -63.4% | 0.11% | -61.8% |
| Q2 2020 | $930,000 | +49.3% | 8,695 | +24.0% | 0.28% | +16.2% |
| Q1 2020 | $623,000 | -39.7% | 7,014 | -7.0% | 0.24% | -24.0% |
| Q4 2019 | $1,033,000 | +11.9% | 7,538 | +5.2% | 0.32% | -9.9% |
| Q3 2019 | $923,000 | +2.7% | 7,166 | +4.1% | 0.35% | -1.1% |
| Q2 2019 | $899,000 | -4.3% | 6,883 | -5.7% | 0.36% | 0.0% |
| Q1 2019 | $939,000 | +103.2% | 7,298 | +80.2% | 0.36% | +69.5% |
| Q4 2018 | $462,000 | -18.5% | 4,051 | -0.4% | 0.21% | -5.8% |
| Q3 2018 | $567,000 | +3.5% | 4,068 | +0.8% | 0.22% | +1.8% |
| Q2 2018 | $548,000 | +4.6% | 4,036 | 0.0% | 0.22% | +30.4% |
| Q1 2018 | $524,000 | -2.2% | 4,036 | 0.0% | 0.17% | -4.0% |
| Q4 2017 | $536,000 | +4.3% | 4,036 | +0.4% | 0.18% | +15.1% |
| Q3 2017 | $514,000 | +9.1% | 4,019 | +4.7% | 0.15% | +8.6% |
| Q2 2017 | $471,000 | 0.0% | 3,837 | 0.0% | 0.14% | +2.2% |
| Q1 2017 | $471,000 | +30.5% | 3,837 | +28.2% | 0.14% | +33.0% |
| Q4 2016 | $361,000 | – | 2,993 | – | 0.10% | – |
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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% |