VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 965 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,559,945 | -4.5% | 9,781 | -1.0% | 0.15% | -2.6% |
| Q2 2023 | $1,634,159 | +4.2% | 9,880 | +0.0% | 0.15% | -11.2% |
| Q1 2023 | $1,568,432 | +0.4% | 9,879 | +0.4% | 0.17% | -8.1% |
| Q4 2022 | $1,562,223 | -4.6% | 9,838 | -13.8% | 0.18% | -19.9% |
| Q3 2022 | $1,637,000 | -13.6% | 11,416 | -1.5% | 0.23% | -6.9% |
| Q2 2022 | $1,894,000 | +119.2% | 11,586 | +136.0% | 0.25% | +1.2% |
| Q1 2022 | $864,000 | +36.9% | 4,910 | +39.1% | 0.24% | +45.0% |
| Q4 2021 | $631,000 | +7.7% | 3,530 | +2.0% | 0.17% | +11.9% |
| Q3 2021 | $586,000 | -2.0% | 3,462 | +0.4% | 0.15% | -4.4% |
| Q2 2021 | $598,000 | +129.1% | 3,449 | +118.4% | 0.16% | +105.2% |
| Q1 2021 | $261,000 | +16.5% | 1,579 | +0.4% | 0.08% | +13.2% |
| Q4 2020 | $224,000 | +29.5% | 1,573 | +0.7% | 0.07% | +38.8% |
| Q3 2020 | $173,000 | +4.2% | 1,562 | +0.5% | 0.05% | -22.2% |
| Q2 2020 | $166,000 | -37.4% | 1,554 | -48.0% | 0.06% | -35.7% |
| Q1 2020 | $265,000 | -37.6% | 2,989 | -3.7% | 0.10% | -36.4% |
| Q4 2019 | $425,000 | +87.2% | 3,104 | +76.6% | 0.15% | +54.0% |
| Q3 2019 | $227,000 | -99.9% | 1,758 | -35.1% | 0.10% | -44.1% |
| Q2 2019 | $353,654,000 | +64200.7% | 2,709 | -36.6% | 0.18% | -21.8% |
| Q1 2019 | $550,000 | +24.4% | 4,271 | +10.2% | 0.23% | +42.2% |
| Q4 2018 | $442,000 | -34.0% | 3,875 | -19.4% | 0.16% | -40.6% |
| Q3 2018 | $670,000 | +2.6% | 4,810 | +0.0% | 0.27% | -2.2% |
| Q2 2018 | $653,000 | +5.2% | 4,809 | +0.2% | 0.28% | +6.5% |
| Q1 2018 | $621,000 | -45.0% | 4,798 | -42.5% | 0.26% | -48.4% |
| Q4 2017 | $1,129,000 | +76.7% | 8,344 | +66.8% | 0.50% | +117.2% |
| Q3 2017 | $639,000 | -21.2% | 5,002 | -24.2% | 0.23% | -49.3% |
| Q2 2017 | $811,000 | -16.3% | 6,596 | -16.4% | 0.46% | -20.2% |
| Q1 2017 | $969,000 | +7.0% | 7,889 | +5.3% | 0.57% | -15.2% |
| Q4 2016 | $906,000 | – | 7,491 | – | 0.68% | – |
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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% |