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 | $93,182 | -3.1% | 584 | +0.5% | 0.07% | +1.5% |
| Q2 2023 | $96,123 | -61.6% | 581 | -63.1% | 0.06% | -60.4% |
| Q1 2023 | $250,270 | +0.5% | 1,576 | +0.5% | 0.16% | -13.7% |
| Q4 2022 | $248,924 | +11.6% | 1,568 | +0.7% | 0.19% | +19.5% |
| Q3 2022 | $223,000 | -3.9% | 1,557 | +0.6% | 0.16% | +3.2% |
| Q2 2022 | $232,000 | -58.1% | 1,548 | -50.9% | 0.15% | -49.3% |
| Q1 2022 | $554,000 | -1.4% | 3,151 | +0.4% | 0.30% | -6.7% |
| Q4 2021 | $562,000 | +6.4% | 3,140 | +0.6% | 0.33% | +0.9% |
| Q3 2021 | $528,000 | -23.9% | 3,120 | -21.9% | 0.32% | -19.5% |
| Q2 2021 | $694,000 | -17.8% | 3,997 | -86.7% | 0.40% | -33.2% |
| Q1 2021 | $844,000 | -66.8% | 30,105 | +68.1% | 0.60% | -73.3% |
| Q4 2020 | $2,546,000 | +27.0% | 17,904 | -1.2% | 2.25% | +20.0% |
| Q3 2020 | $2,005,000 | -6.2% | 18,121 | -9.4% | 1.87% | -11.7% |
| Q2 2020 | $2,138,000 | -49.8% | 19,996 | -58.3% | 2.12% | -25.8% |
| Q1 2020 | $4,263,000 | -25.1% | 48,007 | +15.6% | 2.86% | -17.0% |
| Q4 2019 | $5,691,000 | +7.1% | 41,518 | +0.7% | 3.44% | +37.8% |
| Q3 2019 | $5,314,000 | +9.4% | 41,243 | +10.9% | 2.50% | +5.9% |
| Q2 2019 | $4,857,000 | +5.4% | 37,204 | +4.0% | 2.36% | -2.4% |
| Q1 2019 | $4,606,000 | +52.9% | 35,780 | +35.5% | 2.42% | +32.4% |
| Q4 2018 | $3,012,000 | -61.1% | 26,411 | -52.5% | 1.82% | -58.1% |
| Q3 2018 | $7,746,000 | +2.4% | 55,582 | -0.2% | 4.35% | +0.2% |
| Q2 2018 | $7,564,000 | +1.8% | 55,705 | -2.9% | 4.34% | +6.2% |
| Q1 2018 | $7,427,000 | +127.1% | 57,388 | +133.0% | 4.09% | +104.1% |
| Q4 2017 | $3,271,000 | +19.9% | 24,634 | +15.4% | 2.00% | +6.1% |
| Q3 2017 | $2,727,000 | +870.5% | 21,338 | +833.0% | 1.89% | +767.0% |
| Q2 2017 | $281,000 | – | 2,287 | – | 0.22% | – |
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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% |