VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 588 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $752,952 | -9.7% | 4,721 | -6.3% | 0.02% | -5.9% |
| Q2 2023 | $833,616 | -3.5% | 5,040 | -7.3% | 0.02% | -5.6% |
| Q1 2023 | $863,496 | +0.6% | 5,439 | +0.6% | 0.02% | -10.0% |
| Q4 2022 | $858,473 | +10.8% | 5,406 | +0.1% | 0.02% | +11.1% |
| Q3 2022 | $775,000 | -3.7% | 5,403 | +0.6% | 0.02% | +5.9% |
| Q2 2022 | $805,000 | -27.5% | 5,371 | -15.0% | 0.02% | -15.0% |
| Q1 2022 | $1,111,000 | +1.6% | 6,316 | +3.3% | 0.02% | +5.3% |
| Q4 2021 | $1,093,000 | +3.0% | 6,112 | -2.5% | 0.02% | -5.0% |
| Q3 2021 | $1,061,000 | +11.1% | 6,268 | +14.0% | 0.02% | +17.6% |
| Q2 2021 | $955,000 | +4.6% | 5,497 | -0.3% | 0.02% | -5.6% |
| Q1 2021 | $913,000 | +58.0% | 5,515 | +35.8% | 0.02% | +50.0% |
| Q4 2020 | $578,000 | +187.6% | 4,062 | +79.1% | 0.01% | +100.0% |
| Q1 2020 | $201,000 | -64.5% | 2,268 | -45.0% | 0.01% | -57.1% |
| Q4 2019 | $566,000 | +83.8% | 4,126 | +72.6% | 0.01% | +75.0% |
| Q3 2019 | $308,000 | -5.5% | 2,390 | -4.3% | 0.01% | -11.1% |
| Q2 2019 | $326,000 | -33.2% | 2,498 | -34.1% | 0.01% | -30.8% |
| Q1 2019 | $488,000 | +4.3% | 3,792 | -7.4% | 0.01% | -13.3% |
| Q4 2018 | $468,000 | -20.5% | 4,096 | -3.1% | 0.02% | 0.0% |
| Q3 2018 | $589,000 | +1.4% | 4,229 | -1.2% | 0.02% | -6.2% |
| Q2 2018 | $581,000 | +4.3% | 4,279 | -0.7% | 0.02% | +14.3% |
| Q1 2018 | $557,000 | +0.5% | 4,310 | +3.3% | 0.01% | 0.0% |
| Q4 2017 | $554,000 | +7.2% | 4,172 | +3.2% | 0.01% | 0.0% |
| Q3 2017 | $517,000 | +10.0% | 4,042 | +5.6% | 0.01% | +7.7% |
| Q2 2017 | $470,000 | +9.3% | 3,829 | +9.6% | 0.01% | +8.3% |
| Q1 2017 | $430,000 | -28.6% | 3,495 | -29.8% | 0.01% | -33.3% |
| Q4 2016 | $602,000 | +36.8% | 4,976 | +25.2% | 0.02% | +38.5% |
| Q3 2016 | $440,000 | +2.1% | 3,976 | -3.0% | 0.01% | 0.0% |
| Q2 2016 | $431,000 | -13.1% | 4,097 | -15.9% | 0.01% | -13.3% |
| Q1 2016 | $496,000 | -30.0% | 4,872 | -32.2% | 0.02% | -28.6% |
| Q4 2015 | $709,000 | +25.3% | 7,181 | +23.0% | 0.02% | +23.5% |
| Q3 2015 | $566,000 | +7.0% | 5,840 | +18.9% | 0.02% | +13.3% |
| Q2 2015 | $529,000 | -94.8% | 4,911 | -94.7% | 0.02% | -94.6% |
| Q1 2015 | $10,191,000 | +9.8% | 93,157 | +6.2% | 0.28% | +4.1% |
| Q4 2014 | $9,279,000 | +8.6% | 87,728 | +2.4% | 0.27% | +4.7% |
| Q3 2014 | $8,548,000 | -3.9% | 85,705 | +1.7% | 0.25% | -5.2% |
| Q2 2014 | $8,893,000 | +5.1% | 84,291 | +0.3% | 0.27% | +5.5% |
| Q1 2014 | $8,458,000 | +5.0% | 84,040 | +1.5% | 0.25% | -1.6% |
| Q4 2013 | $8,058,000 | +5.7% | 82,759 | -2.0% | 0.26% | -3.7% |
| Q3 2013 | $7,621,000 | +11.9% | 84,458 | +3.8% | 0.27% | +1.9% |
| Q2 2013 | $6,812,000 | – | 81,382 | – | 0.26% | – |
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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% |