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 | $2,020,815 | -3.0% | 12,670 | +0.6% | 0.10% | -4.6% |
| Q2 2023 | $2,084,111 | +1.0% | 12,600 | -3.1% | 0.11% | -12.8% |
| Q1 2023 | $2,063,644 | +7.7% | 12,999 | +7.7% | 0.12% | +7.8% |
| Q4 2022 | $1,916,031 | +76.3% | 12,066 | +59.1% | 0.12% | +54.7% |
| Q3 2022 | $1,087,000 | -5.6% | 7,582 | +0.1% | 0.08% | +31.6% |
| Q2 2022 | $1,151,000 | +11.6% | 7,578 | +29.2% | 0.06% | +29.5% |
| Q1 2022 | $1,031,000 | +3.0% | 5,864 | +4.7% | 0.04% | +15.8% |
| Q4 2021 | $1,001,000 | +19.6% | 5,600 | +15.4% | 0.04% | +18.8% |
| Q3 2021 | $837,000 | -24.5% | 4,854 | -23.6% | 0.03% | -25.6% |
| Q2 2021 | $1,108,000 | -22.8% | 6,352 | -23.8% | 0.04% | +7.5% |
| Q1 2021 | $1,435,000 | +26.1% | 8,336 | -5.8% | 0.04% | -13.0% |
| Q4 2020 | $1,138,000 | +90.9% | 8,846 | +61.0% | 0.05% | +48.4% |
| Q3 2020 | $596,000 | +8.4% | 5,495 | +2.0% | 0.03% | 0.0% |
| Q2 2020 | $550,000 | +19.6% | 5,387 | +3.6% | 0.03% | 0.0% |
| Q1 2020 | $460,000 | -28.6% | 5,202 | +10.5% | 0.03% | -8.8% |
| Q4 2019 | $644,000 | +28.0% | 4,708 | +20.2% | 0.03% | +13.3% |
| Q3 2019 | $503,000 | +23.0% | 3,917 | +24.9% | 0.03% | +20.0% |
| Q2 2019 | $409,000 | -8.9% | 3,137 | -10.1% | 0.02% | -16.7% |
| Q1 2019 | $449,000 | +10.6% | 3,490 | -2.8% | 0.03% | 0.0% |
| Q4 2018 | $406,000 | -63.1% | 3,592 | -54.6% | 0.03% | -58.9% |
| Q3 2018 | $1,101,000 | +10.1% | 7,907 | +7.3% | 0.07% | -6.4% |
| Q2 2018 | $1,000,000 | +16.6% | 7,369 | +11.1% | 0.08% | +4.0% |
| Q1 2018 | $858,000 | +15.3% | 6,633 | +18.3% | 0.08% | +13.6% |
| Q4 2017 | $744,000 | +11.4% | 5,609 | +7.2% | 0.07% | 0.0% |
| Q3 2017 | $668,000 | +9.9% | 5,233 | +5.6% | 0.07% | +6.5% |
| Q2 2017 | $608,000 | +2.0% | 4,954 | +2.1% | 0.06% | 0.0% |
| Q1 2017 | $596,000 | +23.7% | 4,854 | +21.7% | 0.06% | -3.1% |
| Q4 2016 | $482,000 | +13.7% | 3,988 | +4.0% | 0.06% | +12.3% |
| Q3 2016 | $424,000 | -7.8% | 3,836 | -11.9% | 0.06% | -14.9% |
| Q2 2016 | $460,000 | +2.9% | 4,353 | -0.7% | 0.07% | -1.5% |
| Q1 2016 | $447,000 | – | 4,382 | – | 0.07% | – |
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% |