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 | $1,051,113 | -3.5% | 6,590 | +0.1% | 0.08% | 0.0% |
| Q2 2023 | $1,088,905 | +9.0% | 6,583 | +4.6% | 0.08% | +3.8% |
| Q1 2023 | $999,309 | +3.9% | 6,294 | +3.9% | 0.08% | 0.0% |
| Q4 2022 | $961,766 | +13.5% | 6,056 | +2.5% | 0.08% | +5.3% |
| Q3 2022 | $847,000 | -3.4% | 5,907 | +0.9% | 0.08% | -3.8% |
| Q2 2022 | $877,000 | +1.5% | 5,856 | +19.2% | 0.08% | +21.5% |
| Q1 2022 | $864,000 | +1.3% | 4,913 | +3.1% | 0.06% | +6.6% |
| Q4 2021 | $853,000 | +4.9% | 4,767 | -0.8% | 0.06% | -4.7% |
| Q3 2021 | $813,000 | -7.2% | 4,806 | -4.7% | 0.06% | -4.5% |
| Q2 2021 | $876,000 | +5.7% | 5,044 | +0.8% | 0.07% | -1.5% |
| Q1 2021 | $829,000 | -25.2% | 5,003 | -35.9% | 0.07% | -29.2% |
| Q4 2020 | $1,109,000 | +29.0% | 7,801 | +0.4% | 0.10% | +14.3% |
| Q3 2020 | $860,000 | +13.6% | 7,771 | +9.7% | 0.08% | +3.7% |
| Q2 2020 | $757,000 | +24.3% | 7,081 | +3.2% | 0.08% | +3.8% |
| Q1 2020 | $609,000 | -31.9% | 6,860 | +5.2% | 0.08% | -13.3% |
| Q4 2019 | $894,000 | +10.2% | 6,522 | +3.6% | 0.09% | +2.3% |
| Q3 2019 | $811,000 | +1.6% | 6,296 | +3.0% | 0.09% | +1.1% |
| Q2 2019 | $798,000 | +4.3% | 6,115 | +2.9% | 0.09% | +3.6% |
| Q1 2019 | $765,000 | +11.7% | 5,941 | -1.1% | 0.08% | 0.0% |
| Q4 2018 | $685,000 | -14.1% | 6,008 | +5.1% | 0.08% | 0.0% |
| Q3 2018 | $797,000 | +3.2% | 5,717 | +0.6% | 0.08% | -3.4% |
| Q2 2018 | $772,000 | +10.1% | 5,683 | +4.9% | 0.09% | +6.1% |
| Q1 2018 | $701,000 | +40.8% | 5,417 | +44.6% | 0.08% | +49.1% |
| Q4 2017 | $498,000 | +50.0% | 3,747 | +44.3% | 0.06% | +41.0% |
| Q3 2017 | $332,000 | +1129.6% | 2,596 | +938.4% | 0.04% | +875.0% |
| Q1 2015 | $27,000 | -90.7% | 250 | -90.9% | 0.00% | -89.5% |
| Q4 2014 | $290,000 | +5.8% | 2,750 | 0.0% | 0.04% | 0.0% |
| Q3 2014 | $274,000 | -5.5% | 2,750 | 0.0% | 0.04% | -5.0% |
| Q2 2014 | $290,000 | +4.7% | 2,750 | 0.0% | 0.04% | +2.6% |
| Q1 2014 | $277,000 | +3.7% | 2,750 | 0.0% | 0.04% | -2.5% |
| Q4 2013 | $267,000 | +7.2% | 2,750 | 0.0% | 0.04% | -2.4% |
| Q3 2013 | $249,000 | +14.2% | 2,750 | +5.4% | 0.04% | +10.8% |
| Q2 2013 | $218,000 | – | 2,610 | – | 0.04% | – |
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% |