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 | $204,695,286 | -4.5% | 1,283,436 | -1.0% | 0.18% | -4.4% |
| Q2 2023 | $214,417,538 | +6.1% | 1,296,358 | +1.9% | 0.18% | +3.4% |
| Q1 2023 | $202,066,521 | -0.5% | 1,272,780 | -0.5% | 0.18% | -9.2% |
| Q4 2022 | $203,154,613 | +15.9% | 1,279,311 | +4.7% | 0.20% | +6.6% |
| Q3 2022 | $175,244,000 | -5.8% | 1,222,066 | -1.6% | 0.18% | +0.5% |
| Q2 2022 | $185,979,000 | +10.6% | 1,241,352 | +29.9% | 0.18% | +23.8% |
| Q1 2022 | $168,133,000 | -1.2% | 955,630 | +0.4% | 0.15% | +4.3% |
| Q4 2021 | $170,170,000 | +5.3% | 951,469 | -0.3% | 0.14% | -5.4% |
| Q3 2021 | $161,591,000 | -0.4% | 954,686 | +2.2% | 0.15% | +1.4% |
| Q2 2021 | $162,269,000 | +2.5% | 934,400 | -2.3% | 0.15% | -4.5% |
| Q1 2021 | $158,322,000 | +13.8% | 955,993 | -2.3% | 0.15% | +10.0% |
| Q4 2020 | $139,119,000 | +38.1% | 978,259 | +7.4% | 0.14% | +12.9% |
| Q3 2020 | $100,771,000 | -18.1% | 910,867 | -20.8% | 0.12% | -24.4% |
| Q2 2020 | $123,030,000 | +4.3% | 1,150,684 | -13.4% | 0.16% | +10.8% |
| Q1 2020 | $117,984,000 | -36.5% | 1,328,664 | -2.0% | 0.15% | -19.1% |
| Q4 2019 | $185,744,000 | +6.1% | 1,355,104 | -0.3% | 0.18% | +4.6% |
| Q3 2019 | $175,105,000 | +2.9% | 1,358,969 | +4.3% | 0.18% | +4.8% |
| Q2 2019 | $170,161,000 | +0.5% | 1,303,508 | -0.9% | 0.17% | -1.8% |
| Q1 2019 | $169,380,000 | +9.2% | 1,315,780 | -3.2% | 0.17% | -1.7% |
| Q4 2018 | $155,078,000 | -20.1% | 1,359,627 | -2.4% | 0.17% | -6.0% |
| Q3 2018 | $194,173,000 | +1.6% | 1,393,319 | -1.0% | 0.18% | -2.6% |
| Q2 2018 | $191,038,000 | +6.9% | 1,406,871 | +1.9% | 0.19% | +7.4% |
| Q1 2018 | $178,643,000 | -2.4% | 1,380,327 | +0.1% | 0.18% | -1.1% |
| Q4 2017 | $183,022,000 | +5.4% | 1,378,382 | +1.4% | 0.18% | -1.1% |
| Q3 2017 | $173,628,000 | +4.9% | 1,358,685 | +0.9% | 0.18% | +1.1% |
| Q2 2017 | $165,528,000 | +2.1% | 1,346,734 | +2.0% | 0.18% | -1.1% |
| Q1 2017 | $162,185,000 | +11.3% | 1,320,071 | +9.7% | 0.18% | +8.4% |
| Q4 2016 | $145,656,000 | +14.6% | 1,203,774 | +4.8% | 0.17% | +12.2% |
| Q3 2016 | $127,087,000 | +5.6% | 1,148,450 | +0.5% | 0.15% | +5.0% |
| Q2 2016 | $120,381,000 | +4.4% | 1,143,117 | +1.0% | 0.14% | +4.4% |
| Q1 2016 | $115,264,000 | +6.2% | 1,131,376 | +2.9% | 0.14% | +5.5% |
| Q4 2015 | $108,576,000 | +4.0% | 1,099,264 | +2.0% | 0.13% | +2.4% |
| Q3 2015 | $104,423,000 | -6.0% | 1,078,193 | +4.7% | 0.12% | +0.8% |
| Q2 2015 | $111,056,000 | +15.9% | 1,030,104 | +17.6% | 0.12% | +18.1% |
| Q1 2015 | $95,806,000 | +3.0% | 875,746 | -0.4% | 0.10% | +2.9% |
| Q4 2014 | $93,029,000 | +53.3% | 879,530 | +44.5% | 0.10% | +43.7% |
| Q3 2014 | $60,699,000 | -11.9% | 608,575 | -6.8% | 0.07% | -19.3% |
| Q2 2014 | $68,898,000 | +4.3% | 653,048 | -0.5% | 0.09% | +1.1% |
| Q1 2014 | $66,076,000 | +36.2% | 656,561 | +31.7% | 0.09% | +35.9% |
| Q4 2013 | $48,525,000 | +8.2% | 498,361 | +0.3% | 0.06% | -1.5% |
| Q3 2013 | $44,855,000 | +14.3% | 497,058 | +6.0% | 0.06% | +14.0% |
| Q2 2013 | $39,245,000 | – | 468,878 | – | 0.06% | – |
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% |