VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $319,621 | -2.3% | 2,004 | +1.4% | 0.02% | 0.0% |
Q2 2023 | $326,995 | -21.9% | 1,977 | -25.0% | 0.02% | -28.6% |
Q1 2023 | $418,713 | +2.8% | 2,637 | +2.8% | 0.02% | 0.0% |
Q4 2022 | $407,441 | +12.2% | 2,566 | +1.4% | 0.02% | +5.0% |
Q3 2022 | $363,000 | -6.4% | 2,531 | -2.2% | 0.02% | 0.0% |
Q2 2022 | $388,000 | -17.1% | 2,588 | -2.7% | 0.02% | -4.8% |
Q1 2022 | $468,000 | -53.4% | 2,659 | -52.6% | 0.02% | -51.2% |
Q4 2021 | $1,004,000 | -1.8% | 5,614 | -7.0% | 0.04% | -10.4% |
Q3 2021 | $1,022,000 | -5.3% | 6,039 | -2.8% | 0.05% | -4.0% |
Q2 2021 | $1,079,000 | -24.3% | 6,214 | -27.8% | 0.05% | -28.6% |
Q1 2021 | $1,426,000 | +16.6% | 8,612 | +0.1% | 0.07% | +4.5% |
Q4 2020 | $1,223,000 | +51.0% | 8,600 | +17.5% | 0.07% | +34.0% |
Q3 2020 | $810,000 | -22.5% | 7,320 | -25.1% | 0.05% | -26.5% |
Q2 2020 | $1,045,000 | +59.5% | 9,776 | +32.6% | 0.07% | +36.0% |
Q1 2020 | $655,000 | -42.5% | 7,371 | -11.3% | 0.05% | -20.6% |
Q4 2019 | $1,139,000 | +13.8% | 8,310 | +7.0% | 0.06% | +5.0% |
Q3 2019 | $1,001,000 | -3.7% | 7,769 | -2.4% | 0.06% | -4.8% |
Q2 2019 | $1,039,000 | -0.7% | 7,963 | -2.0% | 0.06% | -3.1% |
Q1 2019 | $1,046,000 | +7.8% | 8,122 | -4.5% | 0.06% | -4.4% |
Q4 2018 | $970,000 | -22.2% | 8,508 | -4.9% | 0.07% | -8.1% |
Q3 2018 | $1,247,000 | -3.3% | 8,950 | -5.7% | 0.07% | -2.6% |
Q2 2018 | $1,289,000 | +7.5% | 9,491 | +2.5% | 0.08% | +2.7% |
Q1 2018 | $1,199,000 | -9.5% | 9,261 | -7.2% | 0.07% | -1.3% |
Q4 2017 | $1,325,000 | +12.7% | 9,978 | +8.4% | 0.08% | -1.3% |
Q3 2017 | $1,176,000 | -47.2% | 9,205 | -49.2% | 0.08% | -47.9% |
Q2 2017 | $2,228,000 | +1.0% | 18,135 | +1.1% | 0.15% | +0.7% |
Q1 2017 | $2,205,000 | +5.1% | 17,945 | +3.5% | 0.14% | +1.4% |
Q4 2016 | $2,098,000 | +12.1% | 17,341 | +2.8% | 0.14% | +8.3% |
Q3 2016 | $1,871,000 | +1.9% | 16,866 | -3.3% | 0.13% | 0.0% |
Q2 2016 | $1,837,000 | +5.9% | 17,441 | +2.5% | 0.13% | +4.8% |
Q1 2016 | $1,734,000 | -8.3% | 17,018 | -3.0% | 0.13% | -2.3% |
Q2 2015 | $1,891,000 | -2.8% | 17,539 | -1.3% | 0.13% | -3.0% |
Q1 2015 | $1,945,000 | +21.3% | 17,775 | +17.2% | 0.13% | +4.7% |
Q4 2014 | $1,604,000 | -18.4% | 15,161 | -23.1% | 0.13% | -24.9% |
Q3 2014 | $1,966,000 | -3.9% | 19,709 | +1.6% | 0.17% | -4.5% |
Q2 2014 | $2,046,000 | +24.2% | 19,394 | +18.5% | 0.18% | +18.0% |
Q1 2014 | $1,648,000 | +6.7% | 16,371 | +3.3% | 0.15% | 0.0% |
Q4 2013 | $1,544,000 | -25.0% | 15,853 | -30.6% | 0.15% | -34.8% |
Q3 2013 | $2,060,000 | +24.6% | 22,827 | +15.6% | 0.23% | +11.7% |
Q2 2013 | $1,653,000 | – | 19,755 | – | 0.21% | – |
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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% |