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 | $1,114,574 | -7.3% | 6,988 | -3.8% | 0.05% | -14.5% |
| Q2 2023 | $1,202,008 | +1.8% | 7,267 | -2.3% | 0.06% | -10.1% |
| Q1 2023 | $1,180,721 | +4.7% | 7,437 | +4.7% | 0.07% | -10.4% |
| Q4 2022 | $1,127,614 | +0.9% | 7,101 | -8.9% | 0.08% | -9.4% |
| Q3 2022 | $1,118,000 | +9.8% | 7,794 | +14.7% | 0.08% | +9.0% |
| Q2 2022 | $1,018,000 | +5.2% | 6,794 | +23.5% | 0.08% | +16.4% |
| Q1 2022 | $968,000 | +3.8% | 5,499 | +5.4% | 0.07% | 0.0% |
| Q4 2021 | $933,000 | +37.8% | 5,217 | +30.4% | 0.07% | +31.4% |
| Q3 2021 | $677,000 | +8.0% | 4,000 | +10.7% | 0.05% | +2.0% |
| Q2 2021 | $627,000 | +11.2% | 3,613 | +6.0% | 0.05% | -3.8% |
| Q1 2021 | $564,000 | +15.8% | 3,407 | -0.5% | 0.05% | +13.0% |
| Q4 2020 | $487,000 | -9.0% | 3,423 | -29.3% | 0.05% | -24.6% |
| Q3 2020 | $535,000 | +27.4% | 4,840 | +23.1% | 0.06% | +7.0% |
| Q2 2020 | $420,000 | +26.5% | 3,932 | +5.3% | 0.06% | -6.6% |
| Q1 2020 | $332,000 | -33.2% | 3,734 | +3.0% | 0.06% | -10.3% |
| Q4 2019 | $497,000 | +6.2% | 3,627 | -0.1% | 0.07% | -6.8% |
| Q3 2019 | $468,000 | +9.9% | 3,632 | +11.3% | 0.07% | +7.4% |
| Q2 2019 | $426,000 | +16.1% | 3,262 | +14.5% | 0.07% | -1.4% |
| Q1 2019 | $367,000 | 0.0% | 2,850 | -2.5% | 0.07% | -11.5% |
| Q4 2018 | $367,000 | -16.6% | 2,924 | -7.3% | 0.08% | -14.3% |
| Q3 2018 | $440,000 | +10.3% | 3,154 | +7.5% | 0.09% | +1.1% |
| Q2 2018 | $399,000 | +14.0% | 2,935 | +8.7% | 0.09% | 0.0% |
| Q1 2018 | $350,000 | +16.3% | 2,701 | +19.1% | 0.09% | -9.1% |
| Q4 2017 | $301,000 | +15.8% | 2,268 | +11.4% | 0.10% | -3.9% |
| Q3 2017 | $260,000 | -2.6% | 2,035 | -6.4% | 0.10% | 0.0% |
| Q2 2017 | $267,000 | +9.4% | 2,175 | +9.4% | 0.10% | +8.4% |
| Q1 2017 | $244,000 | +17.3% | 1,988 | +15.4% | 0.10% | +14.5% |
| Q4 2016 | $208,000 | -10.0% | 1,723 | -18.4% | 0.08% | -28.4% |
| Q1 2015 | $231,000 | +3.6% | 2,111 | 0.0% | 0.12% | -3.3% |
| Q4 2014 | $223,000 | -13.2% | 2,111 | -18.1% | 0.12% | -14.3% |
| Q3 2014 | $257,000 | +1.6% | 2,578 | +7.4% | 0.14% | -7.9% |
| Q2 2014 | $253,000 | – | 2,401 | – | 0.15% | – |
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% |