VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,052,579 | +0.3% | 6,630 | +0.3% | 0.70% | -4.9% |
Q4 2022 | $1,049,668 | +9.6% | 6,610 | -1.0% | 0.74% | +10.0% |
Q3 2022 | $958,000 | -2.9% | 6,680 | +1.4% | 0.67% | +3.4% |
Q2 2022 | $987,000 | -11.2% | 6,585 | +4.2% | 0.65% | +6.9% |
Q1 2022 | $1,112,000 | +3.2% | 6,320 | +4.9% | 0.61% | +5.9% |
Q4 2021 | $1,078,000 | +7.7% | 6,025 | +1.9% | 0.58% | 0.0% |
Q3 2021 | $1,001,000 | +62.2% | 5,915 | +6.0% | 0.58% | +11.7% |
Q3 2020 | $617,000 | +3.0% | 5,580 | -0.4% | 0.52% | -4.6% |
Q2 2020 | $599,000 | +23.5% | 5,600 | +2.5% | 0.54% | -3.1% |
Q1 2020 | $485,000 | -29.0% | 5,465 | +9.7% | 0.56% | -7.5% |
Q4 2019 | $683,000 | +6.2% | 4,980 | -0.2% | 0.60% | -0.8% |
Q3 2019 | $643,000 | +6.1% | 4,990 | +7.5% | 0.61% | +4.8% |
Q2 2019 | $606,000 | +5.6% | 4,640 | +13.7% | 0.58% | -2.0% |
Q2 2018 | $574,000 | +10.6% | 4,080 | +1.7% | 0.59% | -13.7% |
Q1 2018 | $519,000 | -88.0% | 4,010 | -87.7% | 0.68% | -71.2% |
Q4 2017 | $4,339,000 | – | 32,681 | – | 2.38% | – |
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% |