VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $113,456,510 | -6.0% | 711,005 | -2.6% | 0.04% | -2.6% |
Q2 2023 | $120,743,334 | -2.6% | 730,246 | -6.3% | 0.04% | -7.3% |
Q1 2023 | $123,969,521 | +3.3% | 779,621 | +3.1% | 0.04% | 0.0% |
Q4 2022 | $119,974,000 | -9.3% | 756,159 | -17.8% | 0.04% | -16.3% |
Q3 2022 | $132,233,000 | +0.2% | 920,256 | +4.7% | 0.05% | +6.5% |
Q2 2022 | $131,967,000 | -15.1% | 879,281 | -0.8% | 0.05% | 0.0% |
Q1 2022 | $155,529,000 | +3.6% | 886,361 | +6.1% | 0.05% | +9.5% |
Q4 2021 | $150,165,000 | +3.6% | 835,494 | -2.4% | 0.04% | -8.7% |
Q3 2021 | $144,888,000 | +5.8% | 856,385 | +8.5% | 0.05% | +9.5% |
Q2 2021 | $136,975,000 | +13.3% | 788,967 | +8.1% | 0.04% | +5.0% |
Q1 2021 | $120,903,000 | +80.0% | 730,070 | +54.3% | 0.04% | +66.7% |
Q4 2020 | $67,182,000 | +26.8% | 473,015 | -0.8% | 0.02% | +9.1% |
Q3 2020 | $52,964,000 | +15.0% | 477,017 | +10.8% | 0.02% | +10.0% |
Q2 2020 | $46,040,000 | +8.9% | 430,441 | -10.4% | 0.02% | -9.1% |
Q1 2020 | $42,272,000 | -31.5% | 480,447 | +7.5% | 0.02% | -15.4% |
Q4 2019 | $61,685,000 | +10.9% | 446,776 | +3.8% | 0.03% | +4.0% |
Q3 2019 | $55,599,000 | +4.3% | 430,249 | +5.1% | 0.02% | +4.2% |
Q2 2019 | $53,316,000 | -18.0% | 409,367 | -18.9% | 0.02% | -20.0% |
Q1 2019 | $64,986,000 | +11.9% | 504,869 | -1.1% | 0.03% | +3.4% |
Q4 2018 | $58,071,000 | -36.9% | 510,327 | -3.8% | 0.03% | -9.4% |
Q3 2018 | $92,090,000 | -53.1% | 530,235 | -63.4% | 0.03% | -63.2% |
Q2 2018 | $196,516,000 | +0.4% | 1,448,255 | -4.2% | 0.09% | -2.2% |
Q1 2018 | $195,789,000 | +242.9% | 1,511,552 | +250.1% | 0.09% | +242.3% |
Q4 2017 | $57,099,000 | +19.4% | 431,771 | +15.4% | 0.03% | +13.0% |
Q3 2017 | $47,826,000 | +11.7% | 374,234 | +7.4% | 0.02% | +9.5% |
Q2 2017 | $42,809,000 | +14.0% | 348,436 | +13.9% | 0.02% | +10.5% |
Q1 2017 | $37,536,000 | +21.3% | 306,031 | +19.5% | 0.02% | +11.8% |
Q4 2016 | $30,940,000 | +25.6% | 256,040 | +15.0% | 0.02% | +21.4% |
Q3 2016 | $24,630,000 | +72.5% | 222,696 | +64.8% | 0.01% | +75.0% |
Q2 2016 | $14,282,000 | +46.0% | 135,147 | +40.5% | 0.01% | +33.3% |
Q1 2016 | $9,781,000 | +41.7% | 96,207 | +37.7% | 0.01% | +50.0% |
Q4 2015 | $6,902,000 | +19.4% | 69,882 | +17.0% | 0.00% | 0.0% |
Q3 2015 | $5,780,000 | -3.8% | 59,729 | +7.1% | 0.00% | +33.3% |
Q2 2015 | $6,007,000 | +25.9% | 55,745 | +27.8% | 0.00% | 0.0% |
Q1 2015 | $4,773,000 | +88.1% | 43,624 | +82.0% | 0.00% | +200.0% |
Q4 2014 | $2,538,000 | +121.7% | 23,963 | +108.7% | 0.00% | 0.0% |
Q3 2014 | $1,145,000 | +20.9% | 11,481 | +27.9% | 0.00% | 0.0% |
Q2 2014 | $947,000 | +0.6% | 8,977 | -4.0% | 0.00% | 0.0% |
Q1 2014 | $941,000 | +9.5% | 9,347 | +6.0% | 0.00% | 0.0% |
Q4 2013 | $859,000 | +13.3% | 8,816 | +4.9% | 0.00% | – |
Q3 2013 | $758,000 | +41.9% | 8,401 | +31.6% | 0.00% | – |
Q2 2013 | $534,000 | – | 6,386 | – | 0.00% | – |
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% |