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 | $556,626 | -19.3% | 3,490 | -16.3% | 0.02% | -19.2% |
| Q2 2023 | $689,576 | +35.0% | 4,169 | +29.6% | 0.03% | +23.8% |
| Q1 2023 | $510,916 | -2.8% | 3,218 | -2.8% | 0.02% | -16.0% |
| Q4 2022 | $525,455 | +5.5% | 3,309 | -4.7% | 0.02% | -3.8% |
| Q3 2022 | $498,000 | +1.2% | 3,474 | +5.7% | 0.03% | 0.0% |
| Q2 2022 | $492,000 | +2.9% | 3,287 | +21.0% | 0.03% | +18.2% |
| Q1 2022 | $478,000 | +3.2% | 2,717 | +4.9% | 0.02% | +4.8% |
| Q4 2021 | $463,000 | +5.7% | 2,589 | +0.1% | 0.02% | -4.5% |
| Q3 2021 | $438,000 | -31.2% | 2,587 | -29.4% | 0.02% | -35.3% |
| Q2 2021 | $637,000 | +6.7% | 3,665 | +1.7% | 0.03% | -2.9% |
| Q1 2021 | $597,000 | +39.5% | 3,602 | +19.5% | 0.04% | +29.6% |
| Q4 2020 | $428,000 | +55.6% | 3,013 | -2.5% | 0.03% | -10.0% |
| Q1 2020 | $275,000 | -36.5% | 3,091 | -2.2% | 0.03% | -28.6% |
| Q4 2019 | $433,000 | +22.3% | 3,162 | +15.2% | 0.04% | +10.5% |
| Q3 2019 | $354,000 | -4.3% | 2,745 | -3.1% | 0.04% | -7.3% |
| Q2 2019 | $370,000 | -1.6% | 2,833 | -2.9% | 0.04% | -6.8% |
| Q1 2019 | $376,000 | +30.6% | 2,919 | +15.5% | 0.04% | +15.8% |
| Q4 2018 | $288,000 | -18.2% | 2,527 | 0.0% | 0.04% | -17.4% |
| Q3 2018 | $352,000 | +17.7% | 2,527 | +14.8% | 0.05% | +4.5% |
| Q2 2018 | $299,000 | -50.9% | 2,202 | -55.6% | 0.04% | -62.7% |
| Q1 2017 | $609,000 | -10.8% | 4,958 | -12.1% | 0.12% | -13.2% |
| Q4 2016 | $683,000 | +28.9% | 5,641 | +17.7% | 0.14% | +6.2% |
| Q3 2016 | $530,000 | +5.0% | 4,793 | 0.0% | 0.13% | -4.5% |
| Q2 2016 | $505,000 | +3.5% | 4,793 | 0.0% | 0.13% | +2.3% |
| Q1 2016 | $488,000 | +3.2% | 4,793 | 0.0% | 0.13% | -1.5% |
| Q4 2015 | $473,000 | +1.9% | 4,793 | 0.0% | 0.13% | -5.0% |
| Q3 2015 | $464,000 | -11.5% | 4,793 | 0.0% | 0.14% | -21.8% |
| Q2 2015 | $524,000 | – | 4,793 | – | 0.18% | – |
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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% |