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 | $6,460 | -4.4% | 40,505 | -0.9% | 0.88% | -0.9% |
| Q2 2023 | $6,757 | +7.7% | 40,853 | +3.4% | 0.88% | +2.8% |
| Q1 2023 | $6,272 | -1.5% | 39,511 | -1.4% | 0.86% | -8.5% |
| Q4 2022 | $6,366 | -99.9% | 40,090 | -13.2% | 0.94% | -13.3% |
| Q3 2022 | $6,620,000 | -5.6% | 46,167 | -1.4% | 1.08% | -0.8% |
| Q2 2022 | $7,012,000 | -23.0% | 46,801 | -9.6% | 1.09% | -15.5% |
| Q1 2022 | $9,105,000 | +3.3% | 51,753 | +5.1% | 1.29% | +5.4% |
| Q4 2021 | $8,810,000 | +3.0% | 49,258 | -2.5% | 1.23% | -3.8% |
| Q3 2021 | $8,554,000 | -4.2% | 50,540 | -1.7% | 1.28% | -4.4% |
| Q2 2021 | $8,927,000 | +2.9% | 51,406 | -1.9% | 1.34% | -3.7% |
| Q1 2021 | $8,676,000 | +12.7% | 52,388 | -3.2% | 1.39% | +2.4% |
| Q4 2020 | $7,700,000 | -58.2% | 54,143 | -67.5% | 1.36% | -65.0% |
| Q3 2020 | $18,427,000 | +7.2% | 166,562 | +3.6% | 3.87% | +1.9% |
| Q2 2020 | $17,185,000 | -31.7% | 160,725 | -43.3% | 3.80% | +19.8% |
| Q1 2020 | $25,156,000 | +29.5% | 283,278 | +99.9% | 3.17% | -24.1% |
| Q4 2019 | $19,426,000 | +14.3% | 141,725 | +7.4% | 4.17% | +6.2% |
| Q3 2019 | $17,002,000 | +1.3% | 131,952 | +2.6% | 3.93% | -6.0% |
| Q2 2019 | $16,788,000 | +4.9% | 128,604 | +3.4% | 4.18% | +1.7% |
| Q1 2019 | $16,005,000 | +14.2% | 124,332 | +1.2% | 4.11% | +4.3% |
| Q4 2018 | $14,009,000 | -14.8% | 122,821 | +4.1% | 3.94% | -8.4% |
| Q3 2018 | $16,449,000 | -2.3% | 118,033 | -4.8% | 4.31% | -0.4% |
| Q2 2018 | $16,841,000 | +13.3% | 124,019 | +8.0% | 4.32% | +21.7% |
| Q1 2018 | $14,868,000 | +1.5% | 114,883 | +4.1% | 3.55% | -13.7% |
| Q4 2017 | $14,652,000 | – | 110,349 | – | 4.12% | – |
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% |