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 | $3,007,821 | +1.9% | 18,859 | +5.7% | 0.02% | +9.1% |
| Q2 2023 | $2,951,397 | +14.7% | 17,844 | +10.1% | 0.02% | +10.0% |
| Q1 2023 | $2,572,229 | -29.2% | 16,202 | -29.2% | 0.02% | -33.3% |
| Q4 2022 | $3,632,549 | -3.1% | 22,875 | -12.5% | 0.03% | -9.1% |
| Q3 2022 | $3,750,000 | -6.3% | 26,149 | -2.1% | 0.03% | 0.0% |
| Q2 2022 | $4,003,000 | -8.8% | 26,719 | +7.0% | 0.03% | +10.0% |
| Q1 2022 | $4,391,000 | +5.7% | 24,961 | +7.5% | 0.03% | +11.1% |
| Q4 2021 | $4,153,000 | +33.5% | 23,224 | +26.4% | 0.03% | +22.7% |
| Q3 2021 | $3,110,000 | +4.0% | 18,379 | +6.7% | 0.02% | +4.8% |
| Q2 2021 | $2,991,000 | +10.5% | 17,223 | +5.4% | 0.02% | 0.0% |
| Q1 2021 | $2,706,000 | +11.6% | 16,337 | -4.2% | 0.02% | +5.0% |
| Q4 2020 | $2,425,000 | +39.6% | 17,052 | +8.6% | 0.02% | +25.0% |
| Q3 2020 | $1,737,000 | -0.9% | 15,701 | -4.2% | 0.02% | -5.9% |
| Q2 2020 | $1,753,000 | +17.7% | 16,396 | -2.2% | 0.02% | -5.6% |
| Q1 2020 | $1,489,000 | -53.5% | 16,766 | -28.2% | 0.02% | -40.0% |
| Q4 2019 | $3,199,000 | +4.4% | 23,343 | -1.8% | 0.03% | -3.2% |
| Q3 2019 | $3,063,000 | +11.4% | 23,773 | +12.8% | 0.03% | 0.0% |
| Q2 2019 | $2,750,000 | +3.8% | 21,070 | +2.4% | 0.03% | 0.0% |
| Q1 2019 | $2,649,000 | +32.8% | 20,575 | +17.6% | 0.03% | +24.0% |
| Q4 2018 | $1,995,000 | +33.7% | 17,491 | +63.4% | 0.02% | +38.9% |
| Q3 2018 | $1,492,000 | +7.9% | 10,707 | +5.1% | 0.02% | 0.0% |
| Q2 2018 | $1,383,000 | -43.8% | 10,185 | -46.5% | 0.02% | +12.5% |
| Q1 2018 | $2,462,000 | +98.9% | 19,024 | +104.1% | 0.02% | 0.0% |
| Q4 2017 | $1,238,000 | -0.2% | 9,323 | -3.9% | 0.02% | -5.9% |
| Q3 2017 | $1,240,000 | +19.0% | 9,698 | +14.4% | 0.02% | +13.3% |
| Q2 2017 | $1,042,000 | +114.8% | 8,478 | +114.9% | 0.02% | +114.3% |
| Q1 2017 | $485,000 | +1.7% | 3,946 | +0.1% | 0.01% | 0.0% |
| Q4 2016 | $477,000 | +28.9% | 3,944 | +17.9% | 0.01% | +16.7% |
| Q3 2016 | $370,000 | +9.8% | 3,344 | +4.7% | 0.01% | +20.0% |
| Q2 2016 | $337,000 | +37.6% | 3,195 | +33.1% | 0.01% | +25.0% |
| Q1 2016 | $245,000 | +11.4% | 2,400 | +7.6% | 0.00% | 0.0% |
| Q4 2015 | $220,000 | +3.3% | 2,231 | +13.0% | 0.00% | +33.3% |
| Q2 2015 | $213,000 | +2.9% | 1,975 | +4.6% | 0.00% | 0.0% |
| Q1 2015 | $207,000 | – | 1,888 | – | 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% |