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 | $4,460,803 | -18.4% | 27,969 | -15.4% | 0.25% | -13.1% |
Q2 2023 | $5,468,706 | +4.0% | 33,064 | -0.1% | 0.28% | +1.1% |
Q1 2023 | $5,258,467 | +6.1% | 33,103 | +6.1% | 0.28% | -7.0% |
Q4 2022 | $4,953,910 | +54.3% | 31,196 | +39.3% | 0.30% | +35.0% |
Q3 2022 | $3,211,000 | +6.8% | 22,392 | +11.6% | 0.22% | -1.8% |
Q2 2022 | $3,007,000 | -35.2% | 20,070 | -24.0% | 0.23% | -39.0% |
Q1 2022 | $4,643,000 | -1.0% | 26,391 | +0.6% | 0.37% | -0.3% |
Q4 2021 | $4,692,000 | +9.2% | 26,237 | +3.3% | 0.37% | +6.3% |
Q3 2021 | $4,298,000 | -15.0% | 25,395 | -12.8% | 0.35% | -15.4% |
Q2 2021 | $5,057,000 | +1.2% | 29,120 | -3.5% | 0.42% | -7.2% |
Q1 2021 | $4,997,000 | +39.2% | 30,168 | +19.5% | 0.45% | +29.2% |
Q4 2020 | $3,591,000 | +59.9% | 25,254 | +24.4% | 0.35% | +43.0% |
Q3 2020 | $2,246,000 | +39.0% | 20,303 | +34.4% | 0.24% | +14.2% |
Q2 2020 | $1,616,000 | -51.9% | 15,110 | -60.1% | 0.21% | -61.4% |
Q1 2020 | $3,363,000 | +167.1% | 37,877 | +312.2% | 0.55% | +149.5% |
Q4 2019 | $1,259,000 | +4.3% | 9,188 | -1.9% | 0.22% | +12.8% |
Q3 2019 | $1,207,000 | +0.5% | 9,369 | +1.8% | 0.20% | +2.1% |
Q2 2019 | $1,201,000 | +27.0% | 9,200 | +25.2% | 0.19% | +14.4% |
Q1 2019 | $946,000 | -20.5% | 7,351 | -29.5% | 0.17% | -33.5% |
Q4 2018 | $1,190,000 | +28.1% | 10,434 | +56.5% | 0.25% | -18.2% |
Q3 2018 | $929,000 | +19.0% | 6,667 | +15.4% | 0.31% | +67.8% |
Q2 2018 | $781,000 | – | 5,775 | – | 0.18% | – |
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% |