VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 588 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,095,372 | +34.1% | 26,433 | +26.0% | 0.14% | +34.3% |
| Q2 2023 | $2,308,574 | +63.7% | 20,984 | +31.9% | 0.10% | +54.4% |
| Q1 2023 | $1,410,523 | +4.4% | 15,909 | +2.4% | 0.07% | -8.1% |
| Q4 2022 | $1,351,203 | +39.4% | 15,534 | +12.7% | 0.07% | +19.4% |
| Q3 2022 | $969,000 | +19.5% | 13,780 | +10.8% | 0.06% | +21.6% |
| Q2 2022 | $811,000 | +18.2% | 12,433 | +13.8% | 0.05% | +45.7% |
| Q1 2022 | $686,000 | +48.5% | 10,929 | +322.8% | 0.04% | +40.0% |
| Q4 2021 | $462,000 | +116.9% | 2,585 | +105.0% | 0.02% | +108.3% |
| Q3 2021 | $213,000 | -4.5% | 1,261 | -1.9% | 0.01% | -14.3% |
| Q2 2021 | $223,000 | +23.9% | 1,286 | +18.1% | 0.01% | +75.0% |
| Q1 2021 | $180,000 | +78.2% | 1,089 | +54.0% | 0.01% | +60.0% |
| Q4 2020 | $101,000 | +129.5% | 707 | +78.5% | 0.01% | +25.0% |
| Q3 2020 | $44,000 | +175.0% | 396 | +165.8% | 0.00% | +300.0% |
| Q2 2020 | $16,000 | +23.1% | 149 | +11.2% | 0.00% | 0.0% |
| Q1 2020 | $13,000 | -78.3% | 134 | -69.3% | 0.00% | -83.3% |
| Q4 2019 | $60,000 | +328.6% | 437 | +293.7% | 0.01% | +200.0% |
| Q3 2019 | $14,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $14,000 | -73.1% | 111 | -72.6% | 0.00% | -66.7% |
| Q1 2019 | $52,000 | -31.6% | 405 | -39.0% | 0.01% | -45.5% |
| Q4 2018 | $76,000 | -45.7% | 664 | -39.8% | 0.01% | -42.1% |
| Q3 2018 | $140,000 | -4.1% | 1,103 | +4.7% | 0.02% | -5.0% |
| Q2 2018 | $146,000 | +217.4% | 1,053 | +193.3% | 0.02% | +185.7% |
| Q1 2018 | $46,000 | +58.6% | 359 | +63.2% | 0.01% | +40.0% |
| Q4 2017 | $29,000 | +31.8% | 220 | +29.4% | 0.01% | 0.0% |
| Q3 2017 | $22,000 | – | 170 | – | 0.01% | – |
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% |