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 | $1,941,810 | +9.1% | 12,175 | +13.1% | 0.04% | +5.0% |
| Q2 2023 | $1,780,625 | +60.1% | 10,765 | +53.7% | 0.04% | +33.3% |
| Q1 2023 | $1,112,379 | -47.3% | 7,006 | -47.3% | 0.03% | -43.4% |
| Q4 2022 | $2,111,152 | +35.6% | 13,294 | +22.5% | 0.05% | +23.3% |
| Q3 2022 | $1,557,000 | -3.5% | 10,854 | +0.7% | 0.04% | +4.9% |
| Q2 2022 | $1,614,000 | -28.7% | 10,776 | -16.3% | 0.04% | -19.6% |
| Q1 2022 | $2,265,000 | +55.7% | 12,874 | +58.3% | 0.05% | +59.4% |
| Q4 2021 | $1,455,000 | +2.8% | 8,135 | -2.7% | 0.03% | -11.1% |
| Q3 2021 | $1,416,000 | -11.8% | 8,363 | -9.6% | 0.04% | -10.0% |
| Q2 2021 | $1,606,000 | +7.8% | 9,249 | +2.8% | 0.04% | -2.4% |
| Q1 2021 | $1,490,000 | +26.0% | 8,996 | +8.2% | 0.04% | +17.1% |
| Q4 2020 | $1,183,000 | -63.7% | 8,318 | -71.8% | 0.04% | -67.3% |
| Q3 2020 | $3,262,000 | +12.4% | 29,487 | +8.7% | 0.11% | +3.9% |
| Q2 2020 | $2,901,000 | +23.4% | 27,131 | +2.5% | 0.10% | -4.6% |
| Q1 2020 | $2,350,000 | +132.4% | 26,464 | +258.9% | 0.11% | +170.0% |
| Q4 2019 | $1,011,000 | +17.0% | 7,373 | +9.9% | 0.04% | +8.1% |
| Q3 2019 | $864,000 | +1.3% | 6,709 | +2.7% | 0.04% | 0.0% |
| Q2 2019 | $853,000 | +1.8% | 6,531 | +0.3% | 0.04% | -2.6% |
| Q1 2019 | $838,000 | -11.6% | 6,511 | -21.7% | 0.04% | -22.4% |
| Q4 2018 | $948,000 | +4.3% | 8,315 | +27.5% | 0.05% | +19.5% |
| Q3 2018 | $909,000 | +9.8% | 6,521 | +6.9% | 0.04% | +10.8% |
| Q2 2018 | $828,000 | -68.5% | 6,101 | -69.9% | 0.04% | -66.7% |
| Q1 2018 | $2,626,000 | +151.3% | 20,266 | +157.4% | 0.11% | +136.2% |
| Q4 2017 | $1,045,000 | -36.5% | 7,874 | -38.8% | 0.05% | -39.7% |
| Q3 2017 | $1,645,000 | +59.2% | 12,871 | +53.1% | 0.08% | +47.2% |
| Q2 2017 | $1,033,000 | -56.8% | 8,407 | -56.8% | 0.05% | -60.7% |
| Q1 2017 | $2,389,000 | +181.7% | 19,447 | +177.5% | 0.14% | +154.7% |
| Q4 2016 | $848,000 | +170.1% | 7,009 | +147.3% | 0.05% | +152.4% |
| Q3 2016 | $314,000 | +18.0% | 2,834 | +12.3% | 0.02% | +5.0% |
| Q2 2016 | $266,000 | -67.0% | 2,524 | -68.1% | 0.02% | -71.0% |
| Q1 2016 | $807,000 | +11.5% | 7,917 | +8.1% | 0.07% | +15.0% |
| Q4 2015 | $724,000 | +160.4% | 7,325 | +154.5% | 0.06% | +71.4% |
| Q3 2015 | $278,000 | -17.5% | 2,878 | -7.9% | 0.04% | -18.6% |
| Q2 2015 | $337,000 | +13.1% | 3,125 | +15.4% | 0.04% | +22.9% |
| Q1 2015 | $298,000 | – | 2,707 | – | 0.04% | – |
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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% |