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 | $38,126 | -1.7% | 239,051 | +1.9% | 0.21% | -1.4% |
| Q2 2023 | $38,783 | +7.3% | 234,481 | +3.0% | 0.21% | -16.4% |
| Q1 2023 | $36,150 | -7.8% | 227,704 | -7.8% | 0.26% | -0.4% |
| Q4 2022 | $39,198 | -99.9% | 246,837 | +16.8% | 0.26% | +11.7% |
| Q3 2022 | $30,305,000 | +9.2% | 211,332 | +14.0% | 0.23% | +9.0% |
| Q2 2022 | $27,763,000 | -18.7% | 185,308 | -4.6% | 0.21% | -12.4% |
| Q1 2022 | $34,166,000 | -6.4% | 194,189 | -4.9% | 0.24% | -8.4% |
| Q4 2021 | $36,506,000 | +8.4% | 204,116 | +2.6% | 0.26% | -1.9% |
| Q3 2021 | $33,668,000 | +9.0% | 198,915 | +11.8% | 0.27% | +3.1% |
| Q2 2021 | $30,894,000 | +4.0% | 177,896 | -0.9% | 0.26% | -8.5% |
| Q1 2021 | $29,715,000 | +16.1% | 179,427 | -0.3% | 0.28% | +4.0% |
| Q4 2020 | $25,586,000 | +21.7% | 179,917 | -5.3% | 0.27% | +3.4% |
| Q3 2020 | $21,028,000 | +7.6% | 190,077 | +4.0% | 0.26% | +1.1% |
| Q2 2020 | $19,539,000 | +13.4% | 182,744 | -5.8% | 0.26% | -12.1% |
| Q1 2020 | $17,233,000 | -35.0% | 194,065 | +0.3% | 0.30% | -21.8% |
| Q4 2019 | $26,532,000 | +10.2% | 193,563 | +3.6% | 0.38% | -2.1% |
| Q3 2019 | $24,078,000 | -2.8% | 186,870 | -1.5% | 0.39% | +9.3% |
| Q2 2019 | $24,770,000 | +3.3% | 189,751 | +1.9% | 0.36% | -4.3% |
| Q1 2019 | $23,980,000 | +17.8% | 186,285 | +4.4% | 0.37% | +1.4% |
| Q4 2018 | $20,360,000 | -17.8% | 178,505 | +0.4% | 0.37% | -12.4% |
| Q3 2018 | $24,781,000 | +15.6% | 177,818 | +12.6% | 0.42% | -10.5% |
| Q2 2018 | $21,439,000 | -27.1% | 157,884 | -30.6% | 0.47% | -24.9% |
| Q1 2018 | $29,427,000 | -12.5% | 227,376 | -10.2% | 0.62% | -2.8% |
| Q4 2017 | $33,634,000 | +6.9% | 253,310 | +2.9% | 0.64% | -1.5% |
| Q3 2017 | $31,468,000 | +9.2% | 246,249 | +5.0% | 0.65% | +17.3% |
| Q2 2017 | $28,817,000 | – | 234,457 | – | 0.55% | – |
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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% |