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 | $846,828 | +0.6% | 5,310 | +4.4% | 0.12% | -4.6% |
Q2 2023 | $841,502 | +3.2% | 5,088 | -1.0% | 0.13% | -2.2% |
Q1 2023 | $815,686 | -51.4% | 5,138 | -49.9% | 0.13% | -6.9% |
Q4 2022 | $1,679,933 | +127.6% | 10,262 | +99.4% | 0.14% | -2.0% |
Q3 2022 | $738,000 | -7.6% | 5,146 | -3.5% | 0.15% | 0.0% |
Q2 2022 | $799,000 | +46.6% | 5,333 | +72.3% | 0.15% | +58.1% |
Q1 2022 | $545,000 | +13.8% | 3,096 | +15.7% | 0.09% | +12.0% |
Q4 2021 | $479,000 | +21.9% | 2,676 | +15.3% | 0.08% | +16.9% |
Q3 2021 | $393,000 | -1.8% | 2,320 | +0.7% | 0.07% | -7.8% |
Q2 2021 | $400,000 | +16.3% | 2,304 | +10.9% | 0.08% | +13.2% |
Q1 2021 | $344,000 | +31.8% | 2,078 | +13.4% | 0.07% | +21.4% |
Q4 2020 | $261,000 | +11.5% | 1,832 | -13.4% | 0.06% | -3.4% |
Q3 2020 | $234,000 | +8.8% | 2,116 | +5.0% | 0.06% | -7.9% |
Q2 2020 | $215,000 | -57.8% | 2,015 | -64.9% | 0.06% | -65.9% |
Q1 2020 | $510,000 | -79.5% | 5,743 | -68.4% | 0.18% | -79.1% |
Q4 2019 | $2,488,000 | – | 18,150 | – | 0.89% | – |
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% |