VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 578 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 0.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $948,782 | -5.5% | 5,949 | -2.0% | 0.02% | 0.0% |
| Q2 2023 | $1,004,033 | +6.2% | 6,070 | +2.0% | 0.02% | -19.0% |
| Q1 2023 | $945,133 | -0.6% | 5,953 | -0.6% | 0.02% | -8.7% |
| Q4 2022 | $950,663 | +189.8% | 5,987 | +161.9% | 0.02% | +130.0% |
| Q3 2022 | $328,000 | -6.0% | 2,286 | -2.0% | 0.01% | 0.0% |
| Q2 2022 | $349,000 | -66.4% | 2,332 | -60.5% | 0.01% | -61.5% |
| Q1 2022 | $1,038,000 | +20.3% | 5,898 | +22.2% | 0.03% | +8.3% |
| Q4 2021 | $863,000 | +80.9% | 4,828 | +71.4% | 0.02% | -50.0% |
| Q3 2021 | $477,000 | -33.9% | 2,816 | -32.3% | 0.05% | +84.6% |
| Q2 2021 | $722,000 | -8.7% | 4,160 | -12.9% | 0.03% | -21.2% |
| Q1 2021 | $791,000 | +16.0% | 4,777 | -0.4% | 0.03% | +6.5% |
| Q4 2020 | $682,000 | +28.4% | 4,795 | -0.1% | 0.03% | +10.7% |
| Q3 2020 | $531,000 | -16.8% | 4,801 | -19.6% | 0.03% | -26.3% |
| Q2 2020 | $638,000 | +82.8% | 5,971 | +52.0% | 0.04% | +46.2% |
| Q1 2020 | $349,000 | -24.9% | 3,928 | +15.8% | 0.03% | -13.3% |
| Q4 2019 | $465,000 | +0.2% | 3,392 | -5.8% | 0.03% | -11.8% |
| Q3 2019 | $464,000 | -1.3% | 3,599 | -0.1% | 0.03% | -2.9% |
| Q2 2019 | $470,000 | +1.1% | 3,602 | -0.2% | 0.04% | -7.9% |
| Q1 2019 | $465,000 | +16.0% | 3,611 | +2.6% | 0.04% | -17.4% |
| Q4 2018 | $401,000 | -25.9% | 3,520 | -9.4% | 0.05% | -14.8% |
| Q3 2018 | $541,000 | +3.0% | 3,884 | +0.5% | 0.05% | -3.6% |
| Q2 2018 | $525,000 | +17.2% | 3,866 | +11.8% | 0.06% | +19.1% |
| Q1 2018 | $448,000 | -12.2% | 3,459 | -10.0% | 0.05% | -13.0% |
| Q4 2017 | $510,000 | +3.9% | 3,843 | 0.0% | 0.05% | -6.9% |
| Q3 2017 | $491,000 | +0.6% | 3,843 | -3.3% | 0.06% | -3.3% |
| Q2 2017 | $488,000 | -92.8% | 3,973 | -92.8% | 0.06% | -93.0% |
| Q1 2017 | $6,763,000 | +5.0% | 55,044 | +3.4% | 0.86% | -6.6% |
| Q4 2016 | $6,443,000 | +1391.4% | 53,247 | +1262.9% | 0.92% | +1037.0% |
| Q3 2016 | $432,000 | +6.7% | 3,907 | +1.7% | 0.08% | -28.9% |
| Q2 2016 | $405,000 | +3.3% | 3,843 | 0.0% | 0.11% | -10.2% |
| Q1 2016 | $392,000 | +3.2% | 3,843 | 0.0% | 0.13% | -17.0% |
| Q4 2015 | $380,000 | +2.2% | 3,843 | 0.0% | 0.15% | -5.6% |
| Q3 2015 | $372,000 | -10.1% | 3,843 | 0.0% | 0.16% | -7.4% |
| Q2 2015 | $414,000 | -1.4% | 3,843 | 0.0% | 0.18% | -8.9% |
| Q1 2015 | $420,000 | +5.8% | 3,843 | +2.3% | 0.19% | -29.2% |
| Q4 2014 | $397,000 | +5.9% | 3,757 | 0.0% | 0.27% | +4.2% |
| Q3 2014 | $375,000 | -37.4% | 3,757 | -33.8% | 0.26% | -42.9% |
| Q2 2014 | $599,000 | +4.7% | 5,679 | 0.0% | 0.46% | -4.4% |
| Q1 2014 | $572,000 | +3.4% | 5,679 | 0.0% | 0.48% | +3.9% |
| Q4 2013 | $553,000 | – | 5,679 | – | 0.46% | – |
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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% |