VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,990 | -1.9% | 225,652 | +1.8% | 0.60% | +2.2% |
| Q2 2023 | $36,670 | +5.1% | 221,706 | +0.9% | 0.58% | +3.5% |
| Q1 2023 | $34,883 | +1.8% | 219,721 | +1.8% | 0.56% | +1.8% |
| Q4 2022 | $34,263 | -99.9% | 215,762 | +1.5% | 0.55% | +5.1% |
| Q3 2022 | $30,477,000 | -2.0% | 212,528 | +2.4% | 0.53% | +5.4% |
| Q2 2022 | $31,093,000 | -10.8% | 207,538 | +4.7% | 0.50% | +0.8% |
| Q1 2022 | $34,868,000 | +2.0% | 198,177 | +3.7% | 0.50% | +5.5% |
| Q4 2021 | $34,192,000 | +8.8% | 191,176 | +3.0% | 0.47% | +3.8% |
| Q3 2021 | $31,420,000 | -1.7% | 185,630 | +0.9% | 0.45% | +3.4% |
| Q2 2021 | $31,964,000 | +5.5% | 184,065 | +0.6% | 0.44% | +1.4% |
| Q1 2021 | $30,293,000 | +52.3% | 182,919 | +30.8% | 0.43% | +35.4% |
| Q4 2020 | $19,894,000 | +76.8% | 139,888 | +37.5% | 0.32% | +46.3% |
| Q3 2020 | $11,254,000 | +24.0% | 101,733 | +19.8% | 0.22% | +19.1% |
| Q2 2020 | $9,077,000 | +261.3% | 84,893 | +200.1% | 0.18% | +205.0% |
| Q1 2020 | $2,512,000 | +125500.0% | 28,286 | +166288.2% | 0.06% | – |
| Q4 2019 | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | -84.6% | 17 | -83.2% | 0.00% | – |
| Q2 2019 | $13,000 | -27.8% | 101 | -27.3% | 0.00% | – |
| Q1 2019 | $18,000 | -83.9% | 139 | -85.9% | 0.00% | -100.0% |
| Q4 2018 | $112,000 | +2140.0% | 985 | +2492.1% | 0.00% | – |
| Q3 2018 | $5,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q2 2018 | $5,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q1 2018 | $5,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q4 2017 | $5,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q3 2017 | $5,000 | -28.6% | 38 | -32.1% | 0.00% | – |
| Q4 2016 | $7,000 | – | 56 | – | 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% |