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 | $212,179,957 | +194.2% | 1,330,090 | +205.3% | 0.31% | +143.4% |
| Q2 2023 | $72,117,564 | -6.4% | 435,690 | -10.3% | 0.13% | -11.0% |
| Q1 2023 | $77,075,488 | +0.7% | 485,451 | +0.8% | 0.14% | -6.5% |
| Q4 2022 | $76,538,056 | +19.4% | 481,743 | +7.9% | 0.16% | +6.2% |
| Q3 2022 | $64,085,000 | -3.2% | 446,666 | +1.2% | 0.15% | 0.0% |
| Q2 2022 | $66,208,000 | -20.6% | 441,551 | -7.6% | 0.15% | -9.9% |
| Q1 2022 | $83,363,000 | +5.7% | 477,723 | +8.3% | 0.16% | +8.7% |
| Q4 2021 | $78,875,000 | +15.2% | 441,102 | +9.1% | 0.15% | +4.2% |
| Q3 2021 | $68,456,000 | -10.7% | 404,327 | -8.3% | 0.14% | -13.9% |
| Q2 2021 | $76,660,000 | +10.4% | 440,910 | +5.2% | 0.17% | -0.6% |
| Q1 2021 | $69,455,000 | +36.3% | 419,251 | +16.9% | 0.17% | +22.8% |
| Q4 2020 | $50,945,000 | +56.6% | 358,780 | +22.0% | 0.14% | +40.2% |
| Q3 2020 | $32,524,000 | +12.1% | 294,129 | +8.4% | 0.10% | 0.0% |
| Q2 2020 | $29,008,000 | +18.8% | 271,277 | -40.2% | 0.10% | -3.0% |
| Q1 2020 | $24,412,000 | – | 453,952 | – | 0.10% | – |
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% |