VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $807,551 | -12.4% | 5,063 | -9.2% | 0.08% | -14.1% |
| Q2 2023 | $921,894 | +17.7% | 5,574 | +13.0% | 0.09% | +8.2% |
| Q1 2023 | $783,097 | +3.3% | 4,933 | +3.3% | 0.08% | -6.6% |
| Q4 2022 | $758,315 | +33.3% | 4,775 | +20.3% | 0.09% | +12.3% |
| Q3 2022 | $569,000 | -7.6% | 3,970 | -3.4% | 0.08% | -24.3% |
| Q2 2022 | $616,000 | -15.6% | 4,111 | -0.9% | 0.11% | -8.5% |
| Q1 2022 | $730,000 | -6.6% | 4,149 | -5.1% | 0.12% | -5.6% |
| Q4 2021 | $782,000 | +3.9% | 4,374 | -1.7% | 0.12% | -16.8% |
| Q3 2021 | $753,000 | +5.8% | 4,449 | +8.6% | 0.15% | -9.7% |
| Q2 2021 | $712,000 | +3.5% | 4,098 | -1.4% | 0.16% | -18.7% |
| Q1 2021 | $688,000 | +0.4% | 4,156 | -13.7% | 0.20% | -12.9% |
| Q4 2020 | $685,000 | +1.8% | 4,814 | -20.8% | 0.23% | -15.6% |
| Q3 2020 | $673,000 | -45.6% | 6,079 | -47.4% | 0.28% | -53.0% |
| Q2 2020 | $1,236,000 | -3.9% | 11,560 | -20.2% | 0.59% | -27.0% |
| Q1 2020 | $1,286,000 | -36.1% | 14,487 | -1.3% | 0.80% | -30.6% |
| Q4 2019 | $2,013,000 | +6.1% | 14,684 | -0.3% | 1.16% | -6.5% |
| Q3 2019 | $1,898,000 | -1.7% | 14,728 | -0.4% | 1.24% | -13.5% |
| Q2 2019 | $1,930,000 | +0.2% | 14,786 | -1.2% | 1.43% | -6.1% |
| Q1 2019 | $1,927,000 | +8.1% | 14,967 | -4.2% | 1.53% | -7.3% |
| Q4 2018 | $1,782,000 | -18.6% | 15,620 | -0.5% | 1.65% | -34.2% |
| Q3 2018 | $2,189,000 | -0.5% | 15,706 | -3.1% | 2.50% | -1.2% |
| Q2 2018 | $2,200,000 | -0.3% | 16,203 | -5.0% | 2.53% | -2.2% |
| Q1 2018 | $2,207,000 | -67.9% | 17,051 | -67.0% | 2.59% | -55.1% |
| Q4 2017 | $6,871,000 | – | 51,748 | – | 5.77% | – |
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% |