VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 976 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,933 | -3.6% | 288 | 0.0% | 0.00% | – |
| Q2 2023 | $47,635 | +60.5% | 288 | +54.0% | 0.00% | – |
| Q1 2023 | $29,688 | -76.1% | 187 | -73.5% | 0.00% | – |
| Q1 2022 | $124,000 | -35.8% | 705 | -34.7% | 0.00% | – |
| Q4 2021 | $193,000 | +5.5% | 1,080 | 0.0% | 0.00% | – |
| Q3 2021 | $183,000 | -38.6% | 1,080 | -36.9% | 0.00% | – |
| Q2 2021 | $298,000 | -13.4% | 1,711 | -17.6% | 0.00% | – |
| Q1 2021 | $344,000 | +27.9% | 2,077 | +10.0% | 0.00% | – |
| Q4 2020 | $269,000 | +38.7% | 1,888 | +7.5% | 0.00% | – |
| Q3 2020 | $194,000 | +28.5% | 1,757 | +24.4% | 0.00% | – |
| Q2 2020 | $151,000 | +243.2% | 1,412 | +182.4% | 0.00% | – |
| Q1 2020 | $44,000 | -35.3% | 500 | 0.0% | 0.00% | – |
| Q4 2019 | $68,000 | -99.7% | 500 | -99.8% | 0.00% | -100.0% |
| Q3 2019 | $25,837,000 | -1.5% | 200,525 | -0.2% | 0.02% | +20.0% |
| Q2 2019 | $26,223,000 | +1.5% | 200,891 | +0.1% | 0.02% | 0.0% |
| Q1 2019 | $25,830,000 | +12.7% | 200,658 | -0.1% | 0.02% | -6.2% |
| Q4 2018 | $22,911,000 | -18.1% | 200,877 | +0.1% | 0.02% | +100.0% |
| Q3 2018 | $27,978,000 | +2.6% | 200,757 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $27,261,000 | +4.9% | 200,757 | -0.1% | 0.01% | -33.3% |
| Q1 2018 | $25,994,000 | +21.4% | 200,862 | -0.8% | 0.01% | -7.7% |
| Q4 2014 | $21,408,000 | +10878.5% | 202,407 | +10174.5% | 0.01% | – |
| Q3 2014 | $195,000 | -4.9% | 1,970 | +1.1% | 0.00% | – |
| Q2 2014 | $205,000 | +173.3% | 1,949 | +159.9% | 0.00% | – |
| Q1 2014 | $75,000 | +2.7% | 750 | 0.0% | 0.00% | – |
| Q4 2013 | $73,000 | -99.6% | 750 | -99.6% | 0.00% | -100.0% |
| Q3 2013 | $18,115,000 | – | 200,750 | – | 0.01% | – |
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% |