VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $891,233 | -3.4% | 5,588 | +0.2% | 0.19% | -0.5% |
| Q2 2023 | $922,482 | -5.3% | 5,577 | -9.1% | 0.19% | -9.1% |
| Q1 2023 | $974,307 | -1.8% | 6,137 | -1.8% | 0.21% | -8.0% |
| Q4 2022 | $992,095 | +10.8% | 6,247 | +0.1% | 0.23% | -7.8% |
| Q3 2022 | $895,000 | -4.7% | 6,243 | -0.4% | 0.24% | -3.2% |
| Q2 2022 | $939,000 | -1.9% | 6,268 | +15.2% | 0.25% | -41.8% |
| Q1 2022 | $957,000 | -27.3% | 5,441 | -26.0% | 0.44% | +17.3% |
| Q4 2021 | $1,316,000 | -0.8% | 7,357 | -6.1% | 0.37% | -16.8% |
| Q3 2021 | $1,326,000 | -3.5% | 7,831 | -1.0% | 0.45% | -10.6% |
| Q2 2021 | $1,374,000 | +0.7% | 7,912 | -4.0% | 0.50% | -15.4% |
| Q1 2021 | $1,365,000 | +14.2% | 8,240 | -2.0% | 0.59% | +9.5% |
| Q4 2020 | $1,195,000 | +24.3% | 8,404 | -3.2% | 0.54% | +8.5% |
| Q3 2020 | $961,000 | +0.7% | 8,686 | -2.6% | 0.50% | -5.3% |
| Q2 2020 | $954,000 | +44.8% | 8,921 | +20.2% | 0.52% | +22.1% |
| Q1 2020 | $659,000 | -37.0% | 7,424 | -2.7% | 0.43% | -20.4% |
| Q4 2019 | $1,046,000 | +11.4% | 7,633 | +4.8% | 0.54% | +6.3% |
| Q3 2019 | $939,000 | -3.3% | 7,284 | -2.1% | 0.51% | -4.0% |
| Q2 2019 | $971,000 | +1.5% | 7,437 | +0.0% | 0.53% | -0.6% |
| Q1 2019 | $957,000 | +3.7% | 7,434 | -8.1% | 0.53% | -8.0% |
| Q4 2018 | $923,000 | -9.4% | 8,091 | +10.6% | 0.58% | +1.9% |
| Q3 2018 | $1,019,000 | +2.0% | 7,315 | -0.5% | 0.57% | -2.4% |
| Q2 2018 | $999,000 | +3.4% | 7,354 | -1.4% | 0.58% | +1.2% |
| Q1 2018 | $966,000 | -57.0% | 7,462 | -55.8% | 0.57% | -55.9% |
| Q4 2017 | $2,244,000 | +4.8% | 16,901 | +0.9% | 1.30% | -0.2% |
| Q3 2017 | $2,141,000 | +6.4% | 16,755 | +2.4% | 1.30% | -4.8% |
| Q2 2017 | $2,012,000 | +2.9% | 16,368 | +2.9% | 1.37% | -0.6% |
| Q1 2017 | $1,955,000 | -2.3% | 15,910 | -3.8% | 1.38% | -7.2% |
| Q4 2016 | $2,001,000 | +11.0% | 16,540 | +1.5% | 1.48% | +8.5% |
| Q3 2016 | $1,803,000 | +5.0% | 16,297 | -0.0% | 1.37% | -2.4% |
| Q2 2016 | $1,717,000 | -47.3% | 16,301 | -49.0% | 1.40% | +3.9% |
| Q1 2016 | $3,258,000 | +77.1% | 31,980 | +71.6% | 1.35% | -14.6% |
| Q4 2015 | $1,840,000 | – | 18,634 | – | 1.58% | – |
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% |