VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 379 filers reported holding VANGUARD INDEX FDS in Q2 2016. The put-call ratio across all filers is 0.82 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,928,159 | +1.2% | 68,519 | +4.9% | 1.38% | +2.8% |
Q2 2023 | $10,801,724 | +15.9% | 65,307 | +11.2% | 1.34% | +6.3% |
Q1 2023 | $9,320,006 | +2.9% | 58,705 | +3.0% | 1.26% | -2.2% |
Q4 2022 | $9,053,029 | +12.0% | 57,009 | +1.1% | 1.29% | +3.4% |
Q3 2022 | $8,086,000 | -0.9% | 56,390 | +3.5% | 1.24% | +1.2% |
Q2 2022 | $8,161,000 | -10.4% | 54,475 | +5.3% | 1.23% | -1.6% |
Q1 2022 | $9,106,000 | +3.4% | 51,756 | +5.1% | 1.25% | +4.9% |
Q4 2021 | $8,806,000 | +8.7% | 49,239 | +2.9% | 1.19% | +0.8% |
Q3 2021 | $8,098,000 | +5.2% | 47,846 | +4.9% | 1.18% | +2.3% |
Q2 2021 | $7,700,000 | +6.4% | 45,593 | +4.4% | 1.16% | +0.1% |
Q1 2021 | $7,235,000 | +16.0% | 43,684 | -0.4% | 1.15% | +3.5% |
Q4 2020 | $6,235,000 | +34.9% | 43,843 | +4.9% | 1.12% | +19.3% |
Q3 2020 | $4,623,000 | +9.3% | 41,792 | +5.7% | 0.94% | +2.2% |
Q2 2020 | $4,229,000 | +41.9% | 39,549 | +17.9% | 0.92% | +14.8% |
Q1 2020 | $2,980,000 | -32.3% | 33,556 | +4.4% | 0.80% | -17.5% |
Q4 2019 | $4,404,000 | +14.3% | 32,132 | +7.5% | 0.97% | +4.4% |
Q3 2019 | $3,853,000 | +4.4% | 29,901 | +5.7% | 0.92% | +4.0% |
Q2 2019 | $3,692,000 | +9.6% | 28,279 | +8.1% | 0.89% | +6.5% |
Q1 2019 | $3,368,000 | +17.5% | 26,163 | +4.1% | 0.84% | +6.5% |
Q4 2018 | $2,867,000 | -11.8% | 25,139 | +7.8% | 0.78% | -5.7% |
Q3 2018 | $3,249,000 | +7.8% | 23,315 | +5.0% | 0.83% | +0.7% |
Q2 2018 | $3,014,000 | +15.3% | 22,196 | +9.9% | 0.82% | +7.3% |
Q1 2018 | $2,613,000 | +6.0% | 20,189 | +8.7% | 0.77% | +3.5% |
Q4 2017 | $2,466,000 | +14.1% | 18,574 | +9.8% | 0.74% | +4.4% |
Q3 2017 | $2,161,000 | +14.4% | 16,911 | +10.0% | 0.71% | +6.6% |
Q2 2017 | $1,889,000 | +16.9% | 15,368 | +16.8% | 0.67% | +7.1% |
Q1 2017 | $1,616,000 | +28.8% | 13,157 | +26.9% | 0.62% | +14.3% |
Q4 2016 | $1,255,000 | +23.4% | 10,372 | +12.8% | 0.55% | +10.5% |
Q3 2016 | $1,017,000 | +25.4% | 9,192 | +19.3% | 0.49% | +12.5% |
Q2 2016 | $811,000 | +16.5% | 7,704 | +12.8% | 0.44% | +7.1% |
Q1 2016 | $696,000 | +34.4% | 6,830 | +30.3% | 0.41% | +17.1% |
Q4 2015 | $518,000 | +31.5% | 5,241 | +29.0% | 0.35% | +17.8% |
Q3 2015 | $394,000 | +31.3% | 4,064 | +46.0% | 0.30% | +35.0% |
Q2 2015 | $300,000 | – | 2,784 | – | 0.22% | – |
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% |