VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 976 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,628,398 | -3.6% | 22,750 | 0.0% | 0.23% | -1.7% |
| Q2 2023 | $3,762,850 | +4.2% | 22,750 | 0.0% | 0.23% | 0.0% |
| Q1 2023 | $3,611,790 | -4.9% | 22,750 | -4.9% | 0.23% | -10.1% |
| Q4 2022 | $3,798,020 | +1.9% | 23,917 | -8.0% | 0.26% | -5.9% |
| Q3 2022 | $3,728,000 | -6.0% | 26,000 | -1.8% | 0.27% | -1.4% |
| Q2 2022 | $3,966,000 | -7.9% | 26,469 | +8.1% | 0.28% | +11.2% |
| Q1 2022 | $4,308,000 | +129.6% | 24,488 | +133.4% | 0.25% | +120.4% |
| Q4 2021 | $1,876,000 | +8.4% | 10,490 | +2.6% | 0.11% | -1.7% |
| Q3 2021 | $1,730,000 | -2.5% | 10,220 | 0.0% | 0.12% | -3.4% |
| Q2 2021 | $1,775,000 | +4.8% | 10,220 | 0.0% | 0.12% | -7.8% |
| Q1 2021 | $1,693,000 | +16.5% | 10,220 | 0.0% | 0.13% | +7.5% |
| Q4 2020 | $1,453,000 | +19.2% | 10,220 | -7.3% | 0.12% | +9.1% |
| Q3 2020 | $1,219,000 | -33.3% | 11,020 | -35.6% | 0.11% | -37.5% |
| Q2 2020 | $1,828,000 | -42.1% | 17,100 | -51.9% | 0.18% | -50.8% |
| Q1 2020 | $3,159,000 | -33.3% | 35,570 | +2.9% | 0.36% | -15.4% |
| Q4 2019 | $4,739,000 | -1.2% | 34,570 | -7.1% | 0.42% | -13.5% |
| Q3 2019 | $4,796,000 | -1.3% | 37,220 | 0.0% | 0.49% | -1.8% |
| Q2 2019 | $4,859,000 | +7.1% | 37,220 | -6.4% | 0.50% | -21.1% |
| Q4 2018 | $4,536,000 | +10.1% | 39,770 | +34.5% | 0.63% | -44.2% |
| Q3 2018 | $4,120,000 | -2.7% | 29,570 | -5.2% | 1.13% | -13.3% |
| Q2 2018 | $4,234,000 | +4.9% | 31,185 | 0.0% | 1.30% | -3.8% |
| Q1 2018 | $4,035,000 | -2.5% | 31,185 | 0.0% | 1.36% | -1.5% |
| Q4 2017 | $4,140,000 | +3.9% | 31,185 | 0.0% | 1.38% | -5.8% |
| Q3 2017 | $3,985,000 | +4.0% | 31,185 | 0.0% | 1.46% | -3.4% |
| Q2 2017 | $3,833,000 | +0.1% | 31,185 | 0.0% | 1.51% | -5.6% |
| Q1 2017 | $3,831,000 | +1.5% | 31,185 | 0.0% | 1.60% | -5.0% |
| Q4 2016 | $3,773,000 | +9.2% | 31,185 | -0.2% | 1.68% | +15.5% |
| Q3 2016 | $3,456,000 | +7.2% | 31,235 | +2.1% | 1.46% | +1.7% |
| Q2 2016 | $3,223,000 | +3.5% | 30,605 | +0.2% | 1.43% | -12.2% |
| Q1 2016 | $3,113,000 | +1.7% | 30,555 | -1.4% | 1.63% | +2.8% |
| Q4 2015 | $3,060,000 | -22.2% | 30,985 | -23.7% | 1.59% | -20.6% |
| Q3 2015 | $3,935,000 | +180.1% | 40,635 | +211.7% | 2.00% | +217.8% |
| Q2 2015 | $1,405,000 | – | 13,035 | – | 0.63% | – |
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% |