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 | $2,382,974 | +35.7% | 14,941 | +35.2% | 0.53% | +26.0% |
| Q2 2023 | $1,755,612 | 0.0% | 11,055 | 0.0% | 0.42% | -1.4% |
| Q1 2023 | $1,755,612 | 0.0% | 11,055 | 0.0% | 0.43% | +0.5% |
| Q4 2022 | $1,755,612 | +14.5% | 11,055 | +10.7% | 0.42% | +7.3% |
| Q3 2022 | $1,533,000 | +33.4% | 9,985 | +36.5% | 0.40% | +37.6% |
| Q2 2022 | $1,149,000 | +47.7% | 7,317 | +65.5% | 0.29% | +60.3% |
| Q1 2022 | $778,000 | +57.2% | 4,420 | +59.7% | 0.18% | +51.7% |
| Q4 2021 | $495,000 | +178.1% | 2,767 | +162.8% | 0.12% | +151.1% |
| Q3 2021 | $178,000 | +74.5% | 1,053 | +78.5% | 0.05% | +74.1% |
| Q2 2021 | $102,000 | +4.1% | 590 | 0.0% | 0.03% | -3.6% |
| Q1 2021 | $98,000 | +16.7% | 590 | 0.0% | 0.03% | +3.7% |
| Q4 2020 | $84,000 | -56.2% | 590 | -66.0% | 0.03% | -27.0% |
| Q3 2020 | $192,000 | +3.2% | 1,735 | 0.0% | 0.04% | -47.1% |
| Q2 2020 | $186,000 | +20.8% | 1,735 | 0.0% | 0.07% | -6.7% |
| Q1 2020 | $154,000 | -40.3% | 1,735 | -7.7% | 0.08% | -27.9% |
| Q4 2019 | $258,000 | +15.2% | 1,880 | +8.4% | 0.10% | +35.1% |
| Q3 2019 | $224,000 | -0.9% | 1,735 | 0.0% | 0.08% | -14.4% |
| Q2 2019 | $226,000 | +1.3% | 1,735 | 0.0% | 0.09% | -3.2% |
| Q1 2019 | $223,000 | +12.6% | 1,735 | 0.0% | 0.09% | -4.1% |
| Q4 2018 | $198,000 | – | 1,735 | – | 0.10% | – |
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% |