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 | $1,418,301 | -13.2% | 9,147 | -7.4% | 0.07% | -11.2% |
| Q2 2023 | $1,633,501 | +5.9% | 9,876 | -1.8% | 0.08% | -2.4% |
| Q1 2023 | $1,543,023 | +17.4% | 10,053 | +21.5% | 0.08% | -8.9% |
| Q4 2022 | $1,313,828 | -4.9% | 8,273 | -3.8% | 0.09% | -14.3% |
| Q3 2022 | $1,381,000 | +31.1% | 8,597 | +22.3% | 0.10% | +23.5% |
| Q2 2022 | $1,053,000 | -3.5% | 7,031 | +2.7% | 0.08% | -1.2% |
| Q1 2022 | $1,091,000 | +5.6% | 6,849 | +12.2% | 0.09% | -15.7% |
| Q3 2021 | $1,033,000 | -0.5% | 6,104 | +2.1% | 0.10% | -3.8% |
| Q2 2021 | $1,038,000 | +66.6% | 5,977 | +58.8% | 0.11% | +45.2% |
| Q1 2021 | $623,000 | +18.0% | 3,765 | +1.5% | 0.07% | +10.6% |
| Q4 2020 | $528,000 | +28.2% | 3,711 | -0.4% | 0.07% | +10.0% |
| Q3 2020 | $412,000 | +24.1% | 3,725 | +19.9% | 0.06% | +13.2% |
| Q2 2020 | $332,000 | +31.7% | 3,106 | +9.3% | 0.05% | +10.4% |
| Q1 2020 | $252,000 | -23.2% | 2,842 | +18.9% | 0.05% | -4.0% |
| Q4 2019 | $328,000 | -0.3% | 2,390 | -6.4% | 0.05% | -7.4% |
| Q3 2019 | $329,000 | +7.2% | 2,554 | +8.6% | 0.05% | -8.5% |
| Q2 2019 | $307,000 | +15.4% | 2,351 | +13.6% | 0.06% | -7.8% |
| Q1 2019 | $266,000 | +48.6% | 2,069 | +32.0% | 0.06% | +39.1% |
| Q4 2018 | $179,000 | -21.8% | 1,567 | -4.8% | 0.05% | -11.5% |
| Q3 2018 | $229,000 | +110.1% | 1,646 | +105.8% | 0.05% | +85.7% |
| Q2 2018 | $109,000 | -19.9% | 800 | -24.0% | 0.03% | -24.3% |
| Q1 2018 | $136,000 | +58.1% | 1,053 | +62.2% | 0.04% | +54.2% |
| Q4 2017 | $86,000 | +120.5% | 649 | +114.2% | 0.02% | +50.0% |
| Q3 2017 | $39,000 | +5.4% | 303 | 0.0% | 0.02% | -5.9% |
| Q2 2017 | $37,000 | +15.6% | 303 | +17.9% | 0.02% | -5.6% |
| Q1 2017 | $32,000 | +3.2% | 257 | +1.2% | 0.02% | -14.3% |
| Q4 2016 | $31,000 | – | 254 | – | 0.02% | – |
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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% |