VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,028,553 | -3.6% | 12,719 | 0.0% | 0.19% | +2.7% |
| Q2 2023 | $2,103,723 | +3.0% | 12,719 | -1.1% | 0.19% | 0.0% |
| Q1 2023 | $2,042,447 | +0.9% | 12,865 | +0.9% | 0.19% | +0.5% |
| Q4 2022 | $2,023,747 | +10.0% | 12,744 | -0.6% | 0.19% | +2.2% |
| Q3 2022 | $1,839,000 | -5.8% | 12,827 | -1.5% | 0.18% | 0.0% |
| Q2 2022 | $1,952,000 | +10.8% | 13,026 | +30.1% | 0.18% | +30.7% |
| Q1 2022 | $1,762,000 | +4.6% | 10,011 | +6.3% | 0.14% | +6.9% |
| Q4 2021 | $1,685,000 | +8.3% | 9,421 | +2.5% | 0.13% | 0.0% |
| Q3 2021 | $1,556,000 | -9.4% | 9,195 | -7.0% | 0.13% | -11.5% |
| Q2 2021 | $1,717,000 | +17.4% | 9,889 | +11.9% | 0.15% | +8.0% |
| Q1 2021 | $1,463,000 | +33.0% | 8,837 | +14.2% | 0.14% | +26.9% |
| Q4 2020 | $1,100,000 | +22.1% | 7,738 | -5.0% | 0.11% | +14.9% |
| Q3 2020 | $901,000 | -1.6% | 8,148 | -4.9% | 0.09% | -16.1% |
| Q2 2020 | $916,000 | +18.7% | 8,567 | -1.4% | 0.11% | -2.6% |
| Q1 2020 | $772,000 | -32.4% | 8,692 | +4.4% | 0.12% | -12.2% |
| Q4 2019 | $1,142,000 | +6.6% | 8,329 | +0.2% | 0.13% | -2.2% |
| Q3 2019 | $1,071,000 | +1.0% | 8,311 | +2.4% | 0.13% | +9.8% |
| Q2 2019 | $1,060,000 | +3.7% | 8,117 | +2.2% | 0.12% | +16.2% |
| Q1 2019 | $1,022,000 | +15.3% | 7,941 | +2.3% | 0.10% | +2.9% |
| Q4 2018 | $886,000 | +182.2% | 7,764 | +244.8% | 0.10% | +218.8% |
| Q3 2018 | $314,000 | +2.6% | 2,252 | 0.0% | 0.03% | -5.9% |
| Q2 2018 | $306,000 | +5.2% | 2,252 | 0.0% | 0.03% | +3.0% |
| Q1 2018 | $291,000 | -2.7% | 2,252 | 0.0% | 0.03% | +3.1% |
| Q4 2017 | $299,000 | -10.7% | 2,252 | -14.0% | 0.03% | -15.8% |
| Q3 2017 | $335,000 | +4.0% | 2,619 | 0.0% | 0.04% | -7.3% |
| Q2 2017 | $322,000 | 0.0% | 2,619 | 0.0% | 0.04% | -2.4% |
| Q1 2017 | $322,000 | +1.6% | 2,619 | 0.0% | 0.04% | -8.7% |
| Q4 2016 | $317,000 | +9.3% | 2,619 | 0.0% | 0.05% | +4.5% |
| Q3 2016 | $290,000 | +22.4% | 2,619 | +16.3% | 0.04% | +22.2% |
| Q2 2016 | $237,000 | -1.7% | 2,252 | -4.9% | 0.04% | -2.7% |
| Q1 2016 | $241,000 | +3.0% | 2,368 | 0.0% | 0.04% | 0.0% |
| Q4 2015 | $234,000 | +2.2% | 2,368 | 0.0% | 0.04% | +5.7% |
| Q3 2015 | $229,000 | -13.9% | 2,368 | -4.2% | 0.04% | -5.4% |
| Q2 2015 | $266,000 | +2.7% | 2,471 | +4.3% | 0.04% | 0.0% |
| Q1 2015 | $259,000 | +3.6% | 2,368 | 0.0% | 0.04% | -5.1% |
| Q4 2014 | $250,000 | +5.9% | 2,368 | 0.0% | 0.04% | +8.3% |
| Q3 2014 | $236,000 | -6.3% | 2,368 | -0.8% | 0.04% | -14.3% |
| Q2 2014 | $252,000 | +5.0% | 2,388 | 0.0% | 0.04% | +7.7% |
| Q1 2014 | $240,000 | +3.0% | 2,388 | 0.0% | 0.04% | 0.0% |
| Q4 2013 | $233,000 | +8.4% | 2,388 | 0.0% | 0.04% | -2.5% |
| Q3 2013 | $215,000 | -21.5% | 2,388 | -27.0% | 0.04% | -31.0% |
| Q2 2013 | $274,000 | – | 3,271 | – | 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% |