VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $910,369 | -10.8% | 5,708 | -7.5% | 0.02% | -5.9% |
| Q2 2023 | $1,021,014 | +21.6% | 6,173 | +16.7% | 0.02% | +13.3% |
| Q1 2023 | $839,682 | +7.7% | 5,289 | +7.7% | 0.02% | 0.0% |
| Q4 2022 | $779,867 | +2.3% | 4,911 | -7.6% | 0.02% | -11.8% |
| Q3 2022 | $762,000 | -8.1% | 5,317 | -3.9% | 0.02% | -10.5% |
| Q2 2022 | $829,000 | -14.8% | 5,530 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $973,000 | +27.4% | 5,530 | +29.5% | 0.02% | +26.7% |
| Q4 2021 | $764,000 | +5.7% | 4,270 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $723,000 | +1.5% | 4,270 | +4.1% | 0.02% | +7.1% |
| Q2 2021 | $712,000 | +0.6% | 4,102 | -4.0% | 0.01% | -12.5% |
| Q1 2021 | $708,000 | +14.6% | 4,275 | -1.6% | 0.02% | +14.3% |
| Q4 2020 | $618,000 | +28.8% | 4,343 | +0.2% | 0.01% | +16.7% |
| Q3 2020 | $480,000 | +3.4% | 4,336 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $464,000 | -21.4% | 4,336 | -34.8% | 0.01% | -40.0% |
| Q1 2020 | $590,000 | -35.7% | 6,647 | -0.7% | 0.02% | -20.0% |
| Q4 2019 | $917,000 | +5.9% | 6,692 | -0.4% | 0.02% | -3.8% |
| Q3 2019 | $866,000 | +42.4% | 6,722 | +44.4% | 0.03% | +36.8% |
| Q2 2019 | $608,000 | -32.0% | 4,655 | -32.9% | 0.02% | -29.6% |
| Q1 2019 | $894,000 | +226.3% | 6,934 | +253.2% | 0.03% | +200.0% |
| Q3 2018 | $274,000 | +8.3% | 1,963 | +0.5% | 0.01% | +28.6% |
| Q1 2018 | $253,000 | -5.6% | 1,953 | -3.2% | 0.01% | -12.5% |
| Q4 2017 | $268,000 | +9.8% | 2,018 | +5.7% | 0.01% | 0.0% |
| Q3 2017 | $244,000 | +8.9% | 1,910 | +4.8% | 0.01% | 0.0% |
| Q2 2017 | $224,000 | -1.3% | 1,822 | -1.2% | 0.01% | 0.0% |
| Q1 2017 | $227,000 | – | 1,845 | – | 0.01% | – |
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% |