VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 976 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $249,123 | -4.7% | 1,562 | -1.1% | 0.08% | 0.0% |
Q2 2023 | $261,332 | -3.1% | 1,580 | -6.9% | 0.08% | -8.4% |
Q1 2023 | $269,574 | -2.0% | 1,698 | -2.0% | 0.08% | -7.8% |
Q4 2022 | $275,200 | +11.0% | 1,733 | 0.0% | 0.09% | +3.4% |
Q3 2022 | $248,000 | -31.1% | 1,733 | -28.0% | 0.09% | -26.3% |
Q2 2022 | $360,000 | +21.6% | 2,406 | +43.1% | 0.12% | +38.8% |
Q1 2022 | $296,000 | -3.9% | 1,681 | -2.3% | 0.08% | +1.2% |
Q4 2021 | $308,000 | +0.3% | 1,720 | -5.2% | 0.08% | -4.5% |
Q3 2021 | $307,000 | -1.0% | 1,814 | 0.0% | 0.09% | +1.1% |
Q2 2021 | $310,000 | +3.0% | 1,814 | -0.4% | 0.09% | -12.1% |
Q1 2021 | $301,000 | +1.0% | 1,822 | -13.2% | 0.10% | 0.0% |
Q4 2020 | $298,000 | +34.2% | 2,099 | +4.8% | 0.10% | +5.3% |
Q3 2020 | $222,000 | +4.7% | 2,003 | +1.1% | 0.09% | -2.1% |
Q2 2020 | $212,000 | -45.2% | 1,981 | -29.9% | 0.10% | -45.8% |
Q4 2019 | $387,000 | – | 2,825 | – | 0.18% | – |
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% |