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 | $8,849,888 | +12.4% | 55,489 | +16.6% | 0.03% | +17.2% |
| Q2 2023 | $7,872,077 | -13.8% | 47,594 | -17.3% | 0.03% | -19.4% |
| Q1 2023 | $9,136,699 | +1.3% | 57,550 | +1.3% | 0.04% | -7.7% |
| Q4 2022 | $9,019,545 | +33.0% | 56,798 | +20.1% | 0.04% | +25.8% |
| Q3 2022 | $6,782,000 | -3.7% | 47,298 | +0.6% | 0.03% | 0.0% |
| Q2 2022 | $7,046,000 | +4.2% | 47,030 | +22.3% | 0.03% | +29.2% |
| Q1 2022 | $6,763,000 | +14.8% | 38,442 | +16.7% | 0.02% | +33.3% |
| Q4 2021 | $5,893,000 | +13.4% | 32,947 | +7.3% | 0.02% | 0.0% |
| Q3 2021 | $5,195,000 | +0.3% | 30,694 | +2.9% | 0.02% | 0.0% |
| Q2 2021 | $5,179,000 | +15.9% | 29,825 | +10.5% | 0.02% | +5.9% |
| Q1 2021 | $4,470,000 | +27.0% | 26,990 | +9.0% | 0.02% | +30.8% |
| Q4 2020 | $3,520,000 | +35.8% | 24,753 | +5.6% | 0.01% | +18.2% |
| Q3 2020 | $2,593,000 | +3.2% | 23,437 | -0.3% | 0.01% | -8.3% |
| Q2 2020 | $2,512,000 | +42.1% | 23,498 | +18.0% | 0.01% | +9.1% |
| Q1 2020 | $1,768,000 | -46.3% | 19,915 | -17.1% | 0.01% | -35.3% |
| Q4 2019 | $3,292,000 | +11.8% | 24,019 | +5.1% | 0.02% | 0.0% |
| Q3 2019 | $2,945,000 | -1.4% | 22,855 | -0.1% | 0.02% | 0.0% |
| Q2 2019 | $2,986,000 | -1.1% | 22,872 | -2.5% | 0.02% | -5.6% |
| Q1 2019 | $3,019,000 | +20.2% | 23,454 | +6.5% | 0.02% | 0.0% |
| Q4 2018 | $2,511,000 | +10.1% | 22,013 | +34.6% | 0.02% | +28.6% |
| Q3 2018 | $2,280,000 | -3.5% | 16,360 | -6.0% | 0.01% | -12.5% |
| Q2 2018 | $2,362,000 | +3.4% | 17,397 | -1.5% | 0.02% | 0.0% |
| Q1 2018 | $2,285,000 | +1.7% | 17,658 | +4.3% | 0.02% | +6.7% |
| Q4 2017 | $2,247,000 | +19.6% | 16,922 | +15.1% | 0.02% | +7.1% |
| Q3 2017 | $1,879,000 | -6.8% | 14,704 | -10.4% | 0.01% | -6.7% |
| Q2 2017 | $2,016,000 | +23.3% | 16,404 | +24.4% | 0.02% | +15.4% |
| Q1 2017 | $1,635,000 | -1.8% | 13,183 | -4.2% | 0.01% | -13.3% |
| Q4 2016 | $1,665,000 | +25.5% | 13,761 | +14.8% | 0.02% | +25.0% |
| Q3 2016 | $1,327,000 | +59.9% | 11,990 | +52.0% | 0.01% | +50.0% |
| Q2 2016 | $830,000 | +23.9% | 7,886 | +19.8% | 0.01% | +33.3% |
| Q1 2016 | $670,000 | -14.2% | 6,583 | -16.8% | 0.01% | -14.3% |
| Q4 2015 | $781,000 | +2.0% | 7,914 | -0.0% | 0.01% | 0.0% |
| Q3 2015 | $766,000 | -10.1% | 7,915 | 0.0% | 0.01% | +600.0% |
| Q2 2015 | $852,000 | -2.7% | 7,915 | -1.2% | 0.00% | 0.0% |
| Q1 2015 | $876,000 | +35.2% | 8,008 | +30.5% | 0.00% | 0.0% |
| Q4 2014 | $648,000 | +10.6% | 6,135 | +4.4% | 0.00% | 0.0% |
| Q3 2014 | $586,000 | -0.3% | 5,874 | +5.3% | 0.00% | 0.0% |
| Q2 2014 | $588,000 | -5.2% | 5,576 | -9.6% | 0.00% | 0.0% |
| Q1 2014 | $620,000 | +7.6% | 6,171 | +4.3% | 0.00% | 0.0% |
| Q4 2013 | $576,000 | +58.2% | 5,919 | +46.5% | 0.00% | 0.0% |
| Q3 2013 | $364,000 | +75.8% | 4,041 | +62.7% | 0.00% | – |
| Q2 2013 | $207,000 | – | 2,483 | – | 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% |