VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,254,380 | -4.6% | 7,865 | -1.1% | 0.35% | +1.1% |
| Q2 2023 | $1,314,992 | -3.9% | 7,950 | -7.8% | 0.35% | -8.2% |
| Q1 2023 | $1,368,840 | -0.4% | 8,622 | -0.3% | 0.38% | -5.7% |
| Q4 2022 | $1,373,827 | +22.3% | 8,651 | +10.5% | 0.40% | +12.0% |
| Q3 2022 | $1,123,000 | -11.4% | 7,830 | -7.5% | 0.36% | -4.0% |
| Q2 2022 | $1,268,000 | -8.2% | 8,465 | +7.8% | 0.37% | +3.3% |
| Q1 2022 | $1,381,000 | +0.4% | 7,850 | +2.1% | 0.36% | +1.7% |
| Q4 2021 | $1,375,000 | +3.6% | 7,690 | +3.6% | 0.36% | +2.0% |
| Q3 2021 | $1,327,000 | -8.6% | 7,424 | -11.2% | 0.35% | -11.6% |
| Q2 2021 | $1,452,000 | +3.4% | 8,361 | -1.4% | 0.40% | -2.5% |
| Q1 2021 | $1,404,000 | -0.6% | 8,477 | -9.5% | 0.40% | -3.8% |
| Q4 2020 | $1,412,000 | +166.4% | 9,363 | +95.3% | 0.42% | +121.6% |
| Q3 2020 | $530,000 | +77.9% | 4,794 | +72.0% | 0.19% | +69.6% |
| Q2 2020 | $298,000 | +4.9% | 2,788 | +34.8% | 0.11% | +16.7% |
| Q4 2019 | $284,000 | -19.5% | 2,069 | -24.5% | 0.10% | -23.2% |
| Q3 2019 | $353,000 | +52.2% | 2,739 | +53.9% | 0.12% | +52.4% |
| Q2 2019 | $232,000 | +14.3% | 1,780 | +12.7% | 0.08% | +10.8% |
| Q1 2019 | $203,000 | -40.5% | 1,579 | -40.1% | 0.07% | -44.4% |
| Q1 2018 | $341,000 | -2.6% | 2,637 | +0.0% | 0.13% | -4.3% |
| Q4 2017 | $350,000 | +12.9% | 2,636 | +8.7% | 0.14% | +7.8% |
| Q3 2017 | $310,000 | +4.4% | 2,426 | +0.3% | 0.13% | -1.5% |
| Q2 2017 | $297,000 | 0.0% | 2,418 | 0.0% | 0.13% | -7.7% |
| Q1 2017 | $297,000 | -19.7% | 2,418 | -21.0% | 0.14% | -18.4% |
| Q4 2016 | $370,000 | +5.4% | 3,059 | -3.6% | 0.17% | +4.2% |
| Q3 2016 | $351,000 | +20.2% | 3,172 | +14.4% | 0.17% | +15.2% |
| Q2 2016 | $292,000 | +33.3% | 2,773 | +29.1% | 0.14% | +30.6% |
| Q1 2016 | $219,000 | – | 2,148 | – | 0.11% | – |
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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% |