VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $39,925,779 | -4.3% | 250,334 | -0.8% | 0.80% | -2.4% |
Q2 2023 | $41,728,890 | +13.8% | 252,291 | +9.2% | 0.82% | +7.0% |
Q1 2023 | $36,673,160 | +0.3% | 230,997 | +0.3% | 0.77% | -6.9% |
Q4 2022 | $36,580,224 | +9.2% | 230,354 | -1.4% | 0.83% | +0.2% |
Q3 2022 | $33,512,000 | -3.7% | 233,696 | +0.6% | 0.83% | +1.3% |
Q2 2022 | $34,801,000 | -15.8% | 232,284 | -1.1% | 0.82% | -4.6% |
Q1 2022 | $41,323,000 | -2.2% | 234,866 | -0.6% | 0.85% | +0.2% |
Q4 2021 | $42,245,000 | +4.9% | 236,203 | -0.7% | 0.85% | -3.6% |
Q3 2021 | $40,270,000 | +3.9% | 237,922 | +6.6% | 0.88% | +6.4% |
Q2 2021 | $38,749,000 | +1.1% | 223,128 | -3.6% | 0.83% | -12.1% |
Q1 2021 | $38,319,000 | +11.9% | 231,374 | -3.9% | 0.94% | +4.4% |
Q4 2020 | $34,253,000 | +24.5% | 240,864 | -3.2% | 0.90% | +10.8% |
Q3 2020 | $27,519,000 | -2.5% | 248,754 | -5.8% | 0.82% | -9.3% |
Q2 2020 | $28,221,000 | +29.5% | 263,939 | +7.5% | 0.90% | +10.1% |
Q1 2020 | $21,797,000 | -16.6% | 245,472 | +28.7% | 0.82% | -3.3% |
Q4 2019 | $26,147,000 | +13.2% | 190,755 | +6.4% | 0.85% | -0.8% |
Q3 2019 | $23,094,000 | +9.3% | 179,241 | +10.7% | 0.85% | +4.2% |
Q2 2019 | $21,138,000 | +8.7% | 161,926 | +7.2% | 0.82% | +1.6% |
Q1 2019 | $19,447,000 | +16.2% | 151,069 | +2.9% | 0.81% | +4.8% |
Q4 2018 | $16,739,000 | -11.7% | 146,753 | +7.9% | 0.77% | +19.6% |
Q3 2018 | $18,959,000 | +5.7% | 136,040 | +3.0% | 0.64% | -2.0% |
Q2 2018 | $17,929,000 | +7.2% | 132,027 | +2.1% | 0.66% | +6.5% |
Q1 2018 | $16,730,000 | -24.3% | 129,268 | -22.3% | 0.62% | -8.3% |
Q4 2017 | $22,088,000 | +28.2% | 166,356 | +23.4% | 0.67% | -7.2% |
Q3 2017 | $17,231,000 | +10.4% | 134,836 | +6.2% | 0.72% | -1.0% |
Q2 2017 | $15,610,000 | -12.7% | 127,004 | -12.7% | 0.73% | -20.6% |
Q1 2017 | $17,883,000 | +9.7% | 145,559 | +8.0% | 0.92% | +2.7% |
Q4 2016 | $16,302,000 | +6.3% | 134,728 | -2.8% | 0.90% | +3.7% |
Q3 2016 | $15,338,000 | +10.5% | 138,608 | +5.2% | 0.86% | +5.4% |
Q2 2016 | $13,883,000 | +11.6% | 131,786 | +7.9% | 0.82% | -6.3% |
Q1 2016 | $12,444,000 | +16.7% | 122,144 | +13.1% | 0.88% | +5.2% |
Q4 2015 | $10,665,000 | +8.3% | 107,999 | +6.2% | 0.83% | +9.9% |
Q3 2015 | $9,848,000 | -6.6% | 101,680 | +4.0% | 0.76% | -2.9% |
Q2 2015 | $10,544,000 | -2.8% | 97,803 | -1.3% | 0.78% | -10.9% |
Q1 2015 | $10,845,000 | +9.1% | 99,137 | +5.5% | 0.88% | +1.5% |
Q4 2014 | $9,937,000 | +14.8% | 93,947 | +8.3% | 0.86% | +4.5% |
Q3 2014 | $8,653,000 | -4.2% | 86,756 | +1.3% | 0.83% | -11.5% |
Q2 2014 | $9,035,000 | +14.2% | 85,643 | +8.9% | 0.93% | -14.4% |
Q1 2014 | $7,914,000 | +38.5% | 78,641 | +34.0% | 1.09% | +27.0% |
Q4 2013 | $5,715,000 | – | 58,689 | – | 0.86% | – |
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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% |