VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204,147 | -3.6% | 1,280 | 0.0% | 0.09% | 0.0% |
| Q2 2023 | $211,712 | -50.4% | 1,280 | -52.4% | 0.09% | -52.2% |
| Q1 2023 | $427,064 | +1.0% | 2,690 | +1.0% | 0.18% | -5.6% |
| Q4 2022 | $423,043 | -19.1% | 2,664 | -26.9% | 0.20% | -25.6% |
| Q3 2022 | $523,000 | -5.6% | 3,644 | -1.4% | 0.26% | +0.8% |
| Q2 2022 | $554,000 | -15.5% | 3,696 | -0.9% | 0.26% | -4.4% |
| Q1 2022 | $656,000 | -4.5% | 3,730 | -2.9% | 0.27% | +0.4% |
| Q4 2021 | $687,000 | +3.3% | 3,843 | -2.2% | 0.27% | -2.5% |
| Q3 2021 | $665,000 | -2.6% | 3,931 | -0.0% | 0.28% | -5.4% |
| Q2 2021 | $683,000 | -8.0% | 3,932 | -12.2% | 0.29% | -14.8% |
| Q1 2021 | $742,000 | +15.2% | 4,478 | -1.2% | 0.34% | +3.6% |
| Q4 2020 | $644,000 | +23.6% | 4,534 | -3.8% | 0.33% | +22.0% |
| Q3 2020 | $521,000 | -30.9% | 4,714 | -14.4% | 0.27% | -40.3% |
| Q4 2019 | $754,000 | +5.0% | 5,504 | -1.2% | 0.46% | +0.4% |
| Q3 2019 | $718,000 | -1.6% | 5,569 | -0.4% | 0.46% | -6.0% |
| Q2 2019 | $730,000 | +1.2% | 5,594 | -0.2% | 0.48% | -2.4% |
| Q1 2019 | $721,000 | -12.3% | 5,605 | -22.2% | 0.50% | -22.0% |
| Q4 2018 | $822,000 | -24.5% | 7,206 | -7.8% | 0.64% | -20.3% |
| Q3 2018 | $1,089,000 | -1.0% | 7,813 | -3.6% | 0.80% | -11.6% |
| Q2 2018 | $1,100,000 | -4.4% | 8,101 | -10.9% | 0.90% | -14.3% |
| Q1 2018 | $1,151,000 | -19.9% | 9,097 | -15.9% | 1.05% | -9.2% |
| Q4 2017 | $1,437,000 | – | 10,820 | – | 1.16% | – |
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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% |