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 | $242,106 | -3.6% | 1,518 | 0.0% | 0.17% | +3.0% |
Q2 2023 | $251,078 | +155.9% | 1,518 | +145.6% | 0.17% | +147.1% |
Q1 2023 | $98,114 | -0.0% | 618 | 0.0% | 0.07% | -2.9% |
Q4 2022 | $98,138 | +10.3% | 618 | 0.0% | 0.07% | -1.4% |
Q3 2022 | $89,000 | -4.3% | 618 | 0.0% | 0.07% | +2.9% |
Q2 2022 | $93,000 | -14.7% | 618 | 0.0% | 0.07% | +7.8% |
Q1 2022 | $109,000 | -1.8% | 618 | 0.0% | 0.06% | +10.3% |
Q4 2021 | $111,000 | +8.8% | 618 | +2.1% | 0.06% | -1.7% |
Q3 2021 | $102,000 | -22.1% | 605 | -20.1% | 0.06% | -20.3% |
Q2 2021 | $131,000 | +4.8% | 757 | 0.0% | 0.07% | -8.6% |
Q1 2021 | $125,000 | +15.7% | 757 | 0.0% | 0.08% | +3.8% |
Q4 2020 | $108,000 | +28.6% | 757 | 0.0% | 0.08% | +1.3% |
Q3 2020 | $84,000 | -5.6% | 757 | -9.0% | 0.08% | -21.4% |
Q2 2020 | $89,000 | +20.3% | 832 | 0.0% | 0.10% | +5.4% |
Q1 2020 | $74,000 | -35.1% | 832 | 0.0% | 0.09% | -2.1% |
Q4 2019 | $114,000 | +6.5% | 832 | 0.0% | 0.10% | -6.9% |
Q3 2019 | $107,000 | -1.8% | 832 | 0.0% | 0.10% | -2.9% |
Q2 2019 | $109,000 | +1.9% | 832 | 0.0% | 0.10% | -4.5% |
Q1 2019 | $107,000 | +12.6% | 832 | 0.0% | 0.11% | -6.8% |
Q4 2018 | $95,000 | – | 832 | – | 0.12% | – |
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% |