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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $244,131 | +3.0% | 1,476 | -10.8% | 0.16% | -20.3% |
Q3 2022 | $237,000 | -5.6% | 1,655 | -1.1% | 0.21% | -1.0% |
Q2 2022 | $251,000 | -19.3% | 1,674 | -5.4% | 0.21% | -3.2% |
Q1 2022 | $311,000 | -51.1% | 1,769 | -51.6% | 0.22% | -7.3% |
Q4 2021 | $636,000 | +106.5% | 3,653 | +100.8% | 0.23% | -6.0% |
Q3 2021 | $308,000 | +7.7% | 1,819 | +10.4% | 0.25% | +7.8% |
Q2 2021 | $286,000 | +3.6% | 1,647 | -1.0% | 0.23% | -9.8% |
Q1 2021 | $276,000 | +15.0% | 1,664 | -1.5% | 0.26% | +1.2% |
Q4 2020 | $240,000 | -6.6% | 1,690 | -29.8% | 0.25% | -35.1% |
Q3 2020 | $257,000 | 0.0% | 2,407 | 0.0% | 0.39% | 0.0% |
Q2 2020 | $257,000 | +8.9% | 2,407 | -9.4% | 0.39% | -23.5% |
Q1 2020 | $236,000 | -33.0% | 2,656 | +3.3% | 0.51% | -22.2% |
Q4 2019 | $352,000 | +9.0% | 2,570 | +2.7% | 0.65% | -1.5% |
Q3 2019 | $323,000 | -6.6% | 2,503 | -5.7% | 0.66% | -10.7% |
Q2 2019 | $346,000 | -9.7% | 2,654 | -10.8% | 0.74% | +10.6% |
Q1 2019 | $383,000 | +15.4% | 2,977 | +2.4% | 0.67% | -4.0% |
Q4 2018 | $332,000 | -21.0% | 2,908 | -3.5% | 0.70% | -13.4% |
Q3 2018 | $420,000 | -0.7% | 3,015 | -3.1% | 0.81% | -1.6% |
Q2 2018 | $423,000 | +8.5% | 3,113 | +3.4% | 0.82% | -2.2% |
Q1 2018 | $390,000 | – | 3,010 | – | 0.84% | – |
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% |