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 | $215,312 | -3.6% | 1,350 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $223,290 | +4.2% | 1,350 | 0.0% | 0.07% | -1.3% |
| Q1 2023 | $214,326 | -0.0% | 1,350 | 0.0% | 0.08% | -1.3% |
| Q4 2022 | $214,380 | -7.2% | 1,350 | -16.1% | 0.08% | -28.3% |
| Q3 2022 | $231,000 | +14.4% | 1,610 | +19.3% | 0.11% | +27.7% |
| Q2 2022 | $202,000 | -15.1% | 1,350 | 0.0% | 0.08% | -16.2% |
| Q1 2022 | $238,000 | -1.2% | 1,350 | 0.0% | 0.10% | -13.2% |
| Q4 2021 | $241,000 | -8.0% | 1,350 | -12.9% | 0.11% | -29.6% |
| Q3 2021 | $262,000 | -58.7% | 1,550 | -57.5% | 0.16% | -57.3% |
| Q2 2021 | $634,000 | +132.2% | 3,650 | +121.2% | 0.38% | +117.8% |
| Q1 2021 | $273,000 | +9.6% | 1,650 | -5.7% | 0.17% | +13.7% |
| Q4 2020 | $249,000 | +28.4% | 1,750 | 0.0% | 0.15% | +20.5% |
| Q3 2020 | $194,000 | +3.7% | 1,750 | 0.0% | 0.13% | +0.8% |
| Q2 2020 | $187,000 | -27.5% | 1,750 | -39.7% | 0.13% | -31.9% |
| Q1 2020 | $258,000 | -35.5% | 2,900 | -0.7% | 0.18% | -23.2% |
| Q4 2019 | $400,000 | +7.0% | 2,920 | +0.5% | 0.24% | +1.3% |
| Q3 2019 | $374,000 | -97.2% | 2,905 | -96.9% | 0.24% | -98.0% |
| Q3 2018 | $13,277,000 | -99.9% | 95,090 | -0.7% | 12.03% | -4.6% |
| Q2 2018 | $13,004,478,000 | +104437.6% | 95,770 | -0.4% | 12.61% | +3.5% |
| Q1 2018 | $12,440,000 | -2.2% | 96,175 | +0.8% | 12.18% | +10.4% |
| Q4 2017 | $12,720,000 | – | 95,388 | – | 11.03% | – |
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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% |