VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,504,060 | -8.2% | 47,050 | -0.7% | 1.50% | -3.2% |
| Q2 2023 | $8,174,167 | +10.4% | 47,362 | -0.8% | 1.55% | +0.5% |
| Q1 2023 | $7,400,808 | +0.2% | 47,759 | +2.7% | 1.54% | -9.2% |
| Q4 2022 | $7,387,073 | +13.5% | 46,518 | +2.5% | 1.70% | +1.2% |
| Q3 2022 | $6,506,000 | -3.3% | 45,368 | +1.0% | 1.68% | -0.8% |
| Q2 2022 | $6,730,000 | -12.4% | 44,922 | +1.3% | 1.69% | -1.2% |
| Q1 2022 | $7,687,000 | +53.3% | 44,366 | +58.2% | 1.71% | +49.3% |
| Q4 2021 | $5,015,000 | +8.0% | 28,038 | +2.2% | 1.15% | +4.8% |
| Q3 2021 | $4,642,000 | +1.2% | 27,427 | +3.8% | 1.09% | -4.9% |
| Q2 2021 | $4,589,000 | +14.8% | 26,427 | +12.1% | 1.15% | +8.3% |
| Q1 2021 | $3,996,000 | +14.3% | 23,564 | +0.3% | 1.06% | +32.1% |
| Q4 2020 | $3,497,000 | +56.8% | 23,485 | +16.5% | 0.80% | +34.4% |
| Q3 2020 | $2,230,000 | +5.6% | 20,154 | +2.0% | 0.60% | -4.9% |
| Q2 2020 | $2,112,000 | +24.4% | 19,757 | +3.3% | 0.63% | -5.1% |
| Q1 2020 | $1,698,000 | +95.4% | 19,122 | +201.6% | 0.66% | +121.0% |
| Q4 2019 | $869,000 | +8.4% | 6,341 | +1.8% | 0.30% | +0.3% |
| Q3 2019 | $802,000 | -11.8% | 6,226 | -10.6% | 0.30% | -9.7% |
| Q2 2019 | $909,000 | +1.2% | 6,966 | -0.2% | 0.33% | 0.0% |
| Q1 2019 | $898,000 | +18.0% | 6,979 | +4.6% | 0.33% | +8.5% |
| Q4 2018 | $761,000 | -9.9% | 6,670 | +9.9% | 0.30% | -0.7% |
| Q3 2018 | $845,000 | +29.2% | 6,067 | +26.0% | 0.31% | +33.5% |
| Q2 2018 | $654,000 | +22.9% | 4,814 | +20.2% | 0.23% | +16.2% |
| Q4 2017 | $532,000 | +98.5% | 4,006 | +91.1% | 0.20% | +96.0% |
| Q3 2017 | $268,000 | +3250.0% | 2,096 | +2937.7% | 0.10% | +3266.7% |
| Q1 2017 | $8,000 | +14.3% | 69 | +15.0% | 0.00% | 0.0% |
| Q4 2016 | $7,000 | -53.3% | 60 | -58.3% | 0.00% | -50.0% |
| Q3 2016 | $15,000 | +1400.0% | 144 | +1340.0% | 0.01% | +500.0% |
| Q2 2016 | $1,000 | -90.0% | 10 | +400.0% | 0.00% | – |
| Q1 2016 | $10,000 | +233.3% | 2 | -92.0% | 0.00% | -100.0% |
| Q4 2015 | $3,000 | +50.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $2,000 | -50.0% | 25 | -28.6% | 0.00% | -66.7% |
| Q2 2015 | $4,000 | -99.8% | 35 | +75.0% | 0.00% | +50.0% |
| Q1 2015 | $2,188,000 | – | 20 | – | 0.00% | – |
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% |