VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 481 filers reported holding VANGUARD INDEX FDS in Q2 2017. The put-call ratio across all filers is 0.49 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,521,534 | +6.6% | 9,540 | +10.6% | 0.06% | +9.3% |
Q2 2023 | $1,426,740 | +10.5% | 8,626 | +6.1% | 0.05% | +3.8% |
Q1 2023 | $1,290,718 | +4.7% | 8,130 | +4.7% | 0.05% | +2.0% |
Q4 2022 | $1,233,240 | +45.4% | 7,766 | +31.4% | 0.05% | +30.8% |
Q3 2022 | $848,000 | +1.3% | 5,912 | +5.8% | 0.04% | +5.4% |
Q2 2022 | $837,000 | -10.2% | 5,590 | +5.5% | 0.04% | +2.8% |
Q1 2022 | $932,000 | +4.5% | 5,299 | +6.3% | 0.04% | +9.1% |
Q4 2021 | $892,000 | +5.9% | 4,987 | +0.3% | 0.03% | 0.0% |
Q3 2021 | $842,000 | +1.7% | 4,972 | +4.3% | 0.03% | 0.0% |
Q2 2021 | $828,000 | +59.8% | 4,768 | -18.2% | 0.03% | +3.1% |
Q1 2021 | $518,000 | -23.4% | 5,829 | +22.6% | 0.03% | +23.1% |
Q4 2020 | $676,000 | +14.2% | 4,753 | -11.1% | 0.03% | +4.0% |
Q3 2020 | $592,000 | +0.7% | 5,349 | -2.8% | 0.02% | -7.4% |
Q2 2020 | $588,000 | +13.5% | 5,501 | -5.6% | 0.03% | -3.6% |
Q1 2020 | $518,000 | -24.5% | 5,829 | +16.5% | 0.03% | -17.6% |
Q4 2019 | $686,000 | -6.3% | 5,003 | -12.0% | 0.03% | -12.8% |
Q3 2019 | $732,000 | +3.8% | 5,684 | +5.2% | 0.04% | 0.0% |
Q2 2019 | $705,000 | +13.7% | 5,402 | +12.2% | 0.04% | +8.3% |
Q1 2019 | $620,000 | +2.1% | 4,814 | -9.5% | 0.04% | -10.0% |
Q4 2018 | $607,000 | -14.6% | 5,318 | +4.2% | 0.04% | +2.6% |
Q3 2018 | $711,000 | +4.9% | 5,104 | +2.2% | 0.04% | -2.5% |
Q2 2018 | $678,000 | +8.0% | 4,992 | +2.9% | 0.04% | +11.1% |
Q1 2018 | $628,000 | -6.1% | 4,849 | -3.8% | 0.04% | 0.0% |
Q4 2017 | $669,000 | +8.3% | 5,042 | +4.3% | 0.04% | +5.9% |
Q3 2017 | $618,000 | +1.8% | 4,836 | -2.1% | 0.03% | 0.0% |
Q2 2017 | $607,000 | +8.2% | 4,939 | +8.1% | 0.03% | +3.0% |
Q1 2017 | $561,000 | +4.7% | 4,570 | +3.2% | 0.03% | 0.0% |
Q4 2016 | $536,000 | +2.9% | 4,430 | -5.9% | 0.03% | 0.0% |
Q3 2016 | $521,000 | +14.5% | 4,710 | +9.1% | 0.03% | +13.8% |
Q2 2016 | $455,000 | +1.6% | 4,316 | -1.8% | 0.03% | 0.0% |
Q1 2016 | $448,000 | +11.4% | 4,396 | +8.0% | 0.03% | +7.4% |
Q4 2015 | $402,000 | +5.0% | 4,071 | +3.0% | 0.03% | 0.0% |
Q3 2015 | $383,000 | -9.9% | 3,951 | +0.3% | 0.03% | 0.0% |
Q2 2015 | $425,000 | -1.2% | 3,941 | +0.3% | 0.03% | 0.0% |
Q1 2015 | $430,000 | +5.7% | 3,928 | +2.1% | 0.03% | +3.8% |
Q4 2014 | $407,000 | +33.4% | 3,848 | +26.0% | 0.03% | +30.0% |
Q3 2014 | $305,000 | +15.5% | 3,053 | +22.1% | 0.02% | +17.6% |
Q2 2014 | $264,000 | +0.8% | 2,501 | -3.8% | 0.02% | -5.6% |
Q1 2014 | $262,000 | +4.4% | 2,601 | +1.0% | 0.02% | 0.0% |
Q4 2013 | $251,000 | +17.3% | 2,576 | +8.6% | 0.02% | +5.9% |
Q3 2013 | $214,000 | – | 2,373 | – | 0.02% | – |
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% |