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 | $558,600 | +26.4% | 3,502 | +31.1% | 0.09% | +26.8% |
| Q2 2023 | $441,783 | +4.2% | 2,671 | 0.0% | 0.07% | -4.1% |
| Q1 2023 | $424,048 | -31.3% | 2,671 | -31.3% | 0.07% | -35.1% |
| Q4 2022 | $617,499 | +219.9% | 3,889 | +188.3% | 0.11% | +178.0% |
| Q3 2022 | $193,000 | -4.5% | 1,349 | 0.0% | 0.04% | -2.4% |
| Q2 2022 | $202,000 | -14.8% | 1,349 | 0.0% | 0.04% | -2.3% |
| Q1 2022 | $237,000 | +4.4% | 1,349 | +6.3% | 0.04% | +2.4% |
| Q4 2021 | $227,000 | -0.4% | 1,269 | -5.9% | 0.04% | -12.5% |
| Q3 2021 | $228,000 | -2.6% | 1,348 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $234,000 | +6.8% | 1,348 | +2.1% | 0.05% | +4.3% |
| Q1 2021 | $219,000 | -41.1% | 1,320 | -49.6% | 0.05% | +9.3% |
| Q4 2020 | $372,000 | +160.1% | 2,620 | +103.3% | 0.04% | +10.3% |
| Q3 2020 | $143,000 | +4.4% | 1,289 | +0.3% | 0.04% | -9.3% |
| Q2 2020 | $137,000 | +11.4% | 1,285 | -7.2% | 0.04% | -8.5% |
| Q1 2020 | $123,000 | -28.9% | 1,385 | +9.5% | 0.05% | -28.8% |
| Q4 2019 | $173,000 | +162.1% | 1,265 | +145.6% | 0.07% | +144.4% |
| Q3 2019 | $66,000 | -1.5% | 515 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $67,000 | +1.5% | 515 | 0.0% | 0.03% | -6.9% |
| Q1 2019 | $66,000 | +11.9% | 515 | 0.0% | 0.03% | -9.4% |
| Q4 2018 | $59,000 | -18.1% | 515 | 0.0% | 0.03% | -3.0% |
| Q3 2018 | $72,000 | +2.9% | 515 | 0.0% | 0.03% | -5.7% |
| Q2 2018 | $70,000 | +4.5% | 515 | 0.0% | 0.04% | -14.6% |
| Q1 2018 | $67,000 | -1.5% | 515 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $68,000 | +3.0% | 515 | 0.0% | 0.04% | -4.7% |
| Q3 2017 | $66,000 | +4.8% | 515 | 0.0% | 0.04% | +2.4% |
| Q2 2017 | $63,000 | – | 515 | – | 0.04% | – |
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% |