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 | $204,626 | -18.2% | 1,283 | -15.1% | 0.25% | -10.6% |
| Q2 2023 | $250,085 | +5.6% | 1,512 | +1.3% | 0.28% | -8.4% |
| Q1 2023 | $236,870 | -33.4% | 1,492 | -33.4% | 0.31% | -38.9% |
| Q4 2022 | $355,871 | +31.3% | 2,241 | +18.4% | 0.51% | +37.5% |
| Q3 2022 | $271,000 | -0.7% | 1,893 | +3.7% | 0.37% | -17.5% |
| Q2 2022 | $273,000 | -40.8% | 1,825 | -30.3% | 0.45% | -20.6% |
| Q1 2022 | $461,000 | +14.7% | 2,619 | +16.6% | 0.56% | +68.3% |
| Q4 2021 | $402,000 | -52.3% | 2,246 | -62.8% | 0.33% | -81.8% |
| Q3 2018 | $842,000 | -7.4% | 6,041 | -9.7% | 1.84% | -15.2% |
| Q2 2018 | $909,000 | +4.7% | 6,693 | -0.2% | 2.16% | -5.4% |
| Q1 2018 | $868,000 | +2.2% | 6,708 | +4.9% | 2.29% | +13.8% |
| Q4 2017 | $849,000 | +274.0% | 6,392 | +260.1% | 2.01% | +400.0% |
| Q3 2017 | $227,000 | +1791.7% | 1,775 | +1675.0% | 0.40% | +2015.8% |
| Q2 2017 | $12,000 | 0.0% | 100 | 0.0% | 0.02% | +11.8% |
| Q1 2017 | $12,000 | -71.4% | 100 | -71.4% | 0.02% | -75.7% |
| Q4 2016 | $42,000 | +7.7% | 350 | -49.6% | 0.07% | +1.4% |
| Q3 2016 | $39,000 | -48.0% | 695 | -2.9% | 0.07% | -42.5% |
| Q2 2016 | $75,000 | +2.7% | 716 | +0.1% | 0.12% | +10.1% |
| Q1 2016 | $73,000 | +62.2% | 715 | +55.1% | 0.11% | +70.3% |
| Q4 2015 | $45,000 | -89.6% | 461 | -89.7% | 0.06% | -89.4% |
| Q3 2015 | $432,000 | -26.5% | 4,456 | -18.3% | 0.60% | -10.9% |
| Q2 2015 | $588,000 | -1.5% | 5,456 | 0.0% | 0.68% | -5.6% |
| Q1 2015 | $597,000 | +3.5% | 5,456 | 0.0% | 0.72% | +7.5% |
| Q4 2014 | $577,000 | +8.1% | 5,456 | +2.0% | 0.67% | -3.0% |
| Q3 2014 | $534,000 | +1343.2% | 5,350 | +1428.6% | 0.69% | +1200.0% |
| Q2 2014 | $37,000 | +5.7% | 350 | 0.0% | 0.05% | -8.6% |
| Q1 2014 | $35,000 | +2.9% | 350 | 0.0% | 0.06% | +13.7% |
| Q4 2013 | $34,000 | – | 350 | – | 0.05% | – |
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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% |