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 | $13,032,357 | +66.6% | 81,713 | +72.8% | 0.16% | +26.6% |
| Q2 2023 | $7,822,800 | -30.5% | 47,297 | -33.3% | 0.13% | -33.3% |
| Q1 2023 | $11,259,494 | +12.8% | 70,923 | +12.8% | 0.19% | -1.0% |
| Q4 2022 | $9,980,797 | +6.8% | 62,851 | -3.6% | 0.19% | -7.2% |
| Q3 2022 | $9,344,000 | -13.6% | 65,219 | -9.7% | 0.21% | -8.3% |
| Q2 2022 | $10,820,000 | -20.3% | 72,206 | -6.5% | 0.23% | +22.6% |
| Q1 2022 | $13,584,000 | +4.1% | 77,209 | +5.8% | 0.19% | -45.3% |
| Q4 2021 | $13,049,000 | -3.0% | 72,963 | -8.2% | 0.34% | +2.4% |
| Q3 2021 | $13,449,000 | -10.8% | 79,459 | -8.5% | 0.33% | -37.8% |
| Q2 2021 | $15,080,000 | +1063.6% | 86,837 | +1008.7% | 0.53% | +567.5% |
| Q1 2021 | $1,296,000 | +31.7% | 7,832 | +13.0% | 0.08% | +19.4% |
| Q4 2020 | $984,000 | +28.0% | 6,931 | -0.2% | 0.07% | -9.5% |
| Q3 2020 | $769,000 | -26.0% | 6,946 | -28.6% | 0.07% | -28.8% |
| Q2 2020 | $1,039,000 | -0.8% | 9,723 | -17.5% | 0.10% | -37.7% |
| Q1 2020 | $1,047,000 | -37.9% | 11,791 | -4.1% | 0.17% | -68.1% |
| Q4 2019 | $1,686,000 | +1.3% | 12,300 | -4.8% | 0.52% | -27.3% |
| Q3 2019 | $1,665,000 | -12.4% | 12,914 | -11.3% | 0.72% | +3.8% |
| Q2 2019 | $1,900,000 | +159.6% | 14,557 | +156.6% | 0.69% | +152.0% |
| Q1 2019 | $732,000 | +81.2% | 5,673 | +60.0% | 0.28% | +12.2% |
| Q4 2018 | $404,000 | – | 3,546 | – | 0.24% | – |
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% |