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 | $1,596,344 | -35.3% | 10,009 | -32.9% | 0.67% | -31.4% |
| Q2 2023 | $2,467,197 | -18.4% | 14,915 | -21.7% | 0.98% | -12.7% |
| Q1 2023 | $3,023,203 | -0.6% | 19,043 | -0.5% | 1.12% | -3.7% |
| Q4 2022 | $3,040,655 | +9.3% | 19,148 | -1.3% | 1.17% | +2.5% |
| Q3 2022 | $2,783,000 | -5.9% | 19,407 | -1.7% | 1.14% | +1.3% |
| Q2 2022 | $2,957,000 | -58.4% | 19,739 | -51.2% | 1.12% | -53.7% |
| Q1 2022 | $7,110,000 | -12.6% | 40,412 | -11.1% | 2.43% | -11.1% |
| Q4 2021 | $8,132,000 | -0.1% | 45,471 | -5.5% | 2.73% | +1.6% |
| Q3 2021 | $8,141,000 | -5.2% | 48,099 | -2.8% | 2.69% | +0.6% |
| Q2 2021 | $8,592,000 | +0.3% | 49,474 | -4.4% | 2.67% | +0.1% |
| Q1 2021 | $8,570,000 | +0.6% | 51,748 | -13.6% | 2.67% | +2.1% |
| Q4 2020 | $8,519,000 | +12.6% | 59,903 | -12.4% | 2.62% | +13.1% |
| Q3 2020 | $7,566,000 | -16.2% | 68,390 | -19.0% | 2.31% | -6.1% |
| Q2 2020 | $9,028,000 | +15.5% | 84,433 | -4.1% | 2.46% | +8.7% |
| Q1 2020 | $7,815,000 | -35.7% | 88,005 | -0.7% | 2.26% | -15.7% |
| Q4 2019 | $12,145,000 | +29.4% | 88,603 | +21.7% | 2.69% | +13.9% |
| Q3 2019 | $9,384,000 | -12.9% | 72,832 | -11.7% | 2.36% | +2.0% |
| Q2 2019 | $10,774,000 | -2.2% | 82,503 | -3.5% | 2.31% | -4.1% |
| Q1 2019 | $11,012,000 | +45.6% | 85,515 | +28.9% | 2.41% | +39.7% |
| Q4 2018 | $7,565,000 | – | 66,325 | – | 1.72% | – |
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% |