VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 244 filers reported holding VANGUARD INDEX FDS in Q1 2014. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,370,095 | -37.6% | 14,860 | -35.3% | 0.24% | -23.1% |
| Q2 2023 | $3,798,487 | +63.8% | 22,965 | +57.2% | 0.31% | +32.8% |
| Q1 2023 | $2,319,572 | -38.6% | 14,610 | -38.5% | 0.24% | -29.6% |
| Q4 2022 | $3,775,241 | +15.0% | 23,773 | +3.8% | 0.33% | +6.7% |
| Q3 2022 | $3,283,000 | -1.9% | 22,898 | +2.8% | 0.31% | +1.3% |
| Q2 2022 | $3,348,000 | +1.7% | 22,274 | +19.0% | 0.31% | +22.1% |
| Q1 2022 | $3,293,000 | +1.4% | 18,719 | +3.0% | 0.25% | -1.6% |
| Q4 2021 | $3,249,000 | +7.7% | 18,167 | +2.0% | 0.26% | -5.9% |
| Q3 2021 | $3,016,000 | -4.4% | 17,818 | -1.9% | 0.27% | -6.8% |
| Q2 2021 | $3,154,000 | +4.5% | 18,163 | -0.4% | 0.29% | -2.7% |
| Q1 2021 | $3,019,000 | +28.1% | 18,231 | +10.1% | 0.30% | +11.9% |
| Q4 2020 | $2,356,000 | +23.6% | 16,564 | -3.9% | 0.27% | -14.3% |
| Q3 2020 | $1,906,000 | +3.2% | 17,228 | -0.3% | 0.31% | +21.2% |
| Q2 2020 | $1,847,000 | +29.8% | 17,278 | +7.8% | 0.26% | +581.6% |
| Q1 2020 | $1,423,000 | -31.9% | 16,029 | +5.1% | 0.04% | -89.5% |
| Q4 2019 | $2,090,000 | +5.2% | 15,247 | -1.1% | 0.36% | -3.0% |
| Q3 2019 | $1,987,000 | -1.6% | 15,423 | -0.3% | 0.37% | -7.5% |
| Q2 2019 | $2,019,000 | +8.7% | 15,469 | +7.2% | 0.40% | +0.2% |
| Q1 2019 | $1,858,000 | +12.9% | 14,430 | +0.0% | 0.40% | -5.2% |
| Q4 2018 | $1,646,000 | +49.2% | 14,428 | +82.3% | 0.42% | +70.6% |
| Q3 2018 | $1,103,000 | -1.7% | 7,915 | -4.2% | 0.25% | -6.8% |
| Q2 2018 | $1,122,000 | +6.2% | 8,265 | +1.3% | 0.27% | -0.4% |
| Q1 2018 | $1,056,000 | 0.0% | 8,159 | +2.6% | 0.27% | 0.0% |
| Q4 2017 | $1,056,000 | +4.5% | 7,952 | +0.5% | 0.27% | +1.5% |
| Q3 2017 | $1,011,000 | +5.1% | 7,911 | +1.1% | 0.26% | +57.5% |
| Q2 2017 | $962,000 | +17.5% | 7,826 | +17.4% | 0.17% | -33.2% |
| Q1 2017 | $819,000 | +12.2% | 6,665 | +10.4% | 0.25% | +3.3% |
| Q4 2016 | $730,000 | +11.5% | 6,035 | +1.9% | 0.24% | +384.0% |
| Q3 2016 | $655,000 | +10.6% | 5,920 | +5.2% | 0.05% | -78.5% |
| Q2 2016 | $592,000 | +3.7% | 5,626 | +0.5% | 0.23% | +3.1% |
| Q1 2016 | $571,000 | +38.6% | 5,600 | +34.3% | 0.23% | +34.5% |
| Q4 2015 | $412,000 | +3.3% | 4,169 | +4.2% | 0.17% | -49.2% |
| Q3 2015 | $399,000 | -9.5% | 4,000 | 0.0% | 0.33% | +79.9% |
| Q2 2015 | $441,000 | -2.6% | 4,000 | -3.3% | 0.18% | -5.2% |
| Q1 2015 | $453,000 | +18.6% | 4,138 | +14.7% | 0.19% | +16.2% |
| Q4 2014 | $382,000 | -7.5% | 3,609 | -12.9% | 0.17% | +13.6% |
| Q3 2014 | $413,000 | -5.9% | 4,145 | -0.4% | 0.15% | +7.3% |
| Q2 2014 | $439,000 | -3.1% | 4,161 | -7.6% | 0.14% | -12.2% |
| Q1 2014 | $453,000 | +4.6% | 4,503 | +1.2% | 0.16% | -32.2% |
| Q4 2013 | $433,000 | +25.1% | 4,451 | +16.2% | 0.23% | +36.9% |
| Q3 2013 | $346,000 | – | 3,832 | – | 0.17% | – |
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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% |