VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 675 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $489,864 | -10.3% | 2,722 | -20.5% | 0.15% | -15.6% |
| Q3 2023 | $545,949 | -14.5% | 3,423 | -11.3% | 0.17% | -15.2% |
| Q2 2023 | $638,500 | +26.2% | 3,860 | +21.1% | 0.20% | +20.0% |
| Q1 2023 | $506,098 | -5.6% | 3,188 | -5.5% | 0.17% | -12.4% |
| Q4 2022 | $536,021 | +18.1% | 3,375 | +6.7% | 0.19% | +9.0% |
| Q3 2022 | $454,000 | -5.6% | 3,164 | -1.4% | 0.18% | +1.1% |
| Q2 2022 | $481,000 | -20.1% | 3,210 | -6.1% | 0.18% | -8.3% |
| Q1 2022 | $602,000 | -4.1% | 3,419 | -2.6% | 0.19% | -6.3% |
| Q4 2021 | $628,000 | +2.4% | 3,509 | -3.1% | 0.20% | -5.5% |
| Q3 2021 | $613,000 | -17.2% | 3,622 | -15.0% | 0.22% | -20.8% |
| Q2 2021 | $740,000 | +5.0% | 4,262 | +0.0% | 0.27% | +6.6% |
| Q1 2021 | $705,000 | +11.9% | 4,260 | -3.9% | 0.26% | +3.6% |
| Q4 2020 | $630,000 | +15.4% | 4,435 | -10.2% | 0.25% | +2.1% |
| Q3 2020 | $546,000 | +2.2% | 4,938 | -1.3% | 0.24% | -0.8% |
| Q2 2020 | $534,000 | +19.5% | 5,002 | -0.7% | 0.24% | +4.3% |
| Q1 2020 | $447,000 | -26.6% | 5,037 | +13.2% | 0.24% | -23.5% |
| Q4 2019 | $609,000 | +7.0% | 4,450 | +0.6% | 0.31% | +15.0% |
| Q3 2019 | $569,000 | -1.4% | 4,422 | -0.0% | 0.27% | +1.5% |
| Q2 2019 | $577,000 | -46.9% | 4,423 | -7.2% | 0.26% | +13.4% |
| Q1 2019 | $1,086,000 | +125.8% | 4,764 | +12.8% | 0.23% | +4.5% |
| Q4 2018 | $481,000 | -19.7% | 4,225 | -1.9% | 0.22% | -9.4% |
| Q3 2018 | $599,000 | +5.6% | 4,305 | +3.0% | 0.24% | +2.5% |
| Q2 2018 | $567,000 | +72.9% | 4,181 | +64.5% | 0.24% | +77.0% |
| Q1 2018 | $328,000 | +6.8% | 2,542 | +9.8% | 0.14% | +8.9% |
| Q4 2017 | $307,000 | +4.1% | 2,316 | 0.0% | 0.12% | -23.0% |
| Q3 2017 | $295,000 | +3.9% | 2,316 | 0.0% | 0.16% | +3.2% |
| Q2 2017 | $284,000 | 0.0% | 2,316 | 0.0% | 0.16% | -0.6% |
| Q1 2017 | $284,000 | +44.2% | 2,316 | +41.8% | 0.16% | +40.2% |
| Q4 2016 | $197,000 | -23.0% | 1,633 | -29.6% | 0.11% | -23.3% |
| Q3 2016 | $256,000 | -5.5% | 2,321 | -10.0% | 0.15% | -8.8% |
| Q2 2016 | $271,000 | +3.4% | 2,580 | +0.2% | 0.16% | +0.6% |
| Q1 2016 | $262,000 | +38.6% | 2,576 | +34.4% | 0.16% | +34.7% |
| Q4 2015 | $189,000 | – | 1,917 | – | 0.12% | – |
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% |