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 | $754 | -5.9% | 4,715 | -2.6% | 0.05% | -4.2% |
| Q2 2023 | $801 | +1.3% | 4,840 | -2.5% | 0.05% | -5.9% |
| Q1 2023 | $791 | -20.6% | 4,962 | -20.6% | 0.05% | -23.9% |
| Q4 2022 | $996 | -99.9% | 6,250 | -3.1% | 0.07% | 0.0% |
| Q3 2022 | $923,000 | +6.7% | 6,447 | +11.4% | 0.07% | +9.8% |
| Q2 2022 | $865,000 | -22.5% | 5,788 | -8.9% | 0.06% | -15.3% |
| Q1 2022 | $1,116,000 | -6.8% | 6,354 | -5.1% | 0.07% | -2.7% |
| Q4 2021 | $1,197,000 | -3.3% | 6,693 | -8.3% | 0.07% | -9.8% |
| Q3 2021 | $1,238,000 | -2.4% | 7,301 | 0.0% | 0.08% | -2.4% |
| Q2 2021 | $1,268,000 | -5.6% | 7,301 | -10.0% | 0.08% | -9.7% |
| Q1 2021 | $1,343,000 | +2.8% | 8,108 | -11.7% | 0.09% | -2.1% |
| Q4 2020 | $1,306,000 | +35.5% | 9,184 | +5.4% | 0.10% | +20.3% |
| Q3 2020 | $964,000 | -3.3% | 8,710 | -6.6% | 0.08% | -12.2% |
| Q2 2020 | $997,000 | -19.5% | 9,328 | -33.1% | 0.09% | -30.8% |
| Q1 2020 | $1,238,000 | -41.4% | 13,948 | -9.5% | 0.13% | -33.7% |
| Q4 2019 | $2,114,000 | +6.4% | 15,417 | 0.0% | 0.20% | -0.5% |
| Q3 2019 | $1,986,000 | -1.5% | 15,417 | -0.2% | 0.20% | -5.7% |
| Q2 2019 | $2,017,000 | -0.3% | 15,445 | -1.7% | 0.21% | -4.6% |
| Q1 2019 | $2,023,000 | +9.5% | 15,709 | -3.0% | 0.22% | +1.9% |
| Q4 2018 | $1,847,000 | -18.1% | 16,192 | +0.1% | 0.22% | -11.9% |
| Q3 2018 | $2,254,000 | -0.7% | 16,176 | -3.3% | 0.24% | -6.9% |
| Q2 2018 | $2,271,000 | +2.9% | 16,725 | -1.9% | 0.26% | -1.9% |
| Q1 2018 | $2,206,000 | -0.9% | 17,047 | +1.7% | 0.27% | -1.8% |
| Q4 2017 | $2,226,000 | +27.5% | 16,768 | +22.7% | 0.27% | +14.8% |
| Q3 2017 | $1,746,000 | +10.4% | 13,662 | +6.2% | 0.24% | +2.2% |
| Q2 2017 | $1,581,000 | +1.8% | 12,864 | +1.7% | 0.23% | -4.5% |
| Q1 2017 | $1,553,000 | -16.6% | 12,644 | -17.8% | 0.24% | -22.1% |
| Q4 2016 | $1,862,000 | -9.7% | 15,390 | -17.4% | 0.31% | -15.2% |
| Q3 2016 | $2,062,000 | -2.9% | 18,635 | -7.6% | 0.37% | -7.5% |
| Q2 2016 | $2,123,000 | +3.4% | 20,157 | +0.0% | 0.40% | -0.5% |
| Q1 2016 | $2,053,000 | +31.3% | 20,155 | +27.3% | 0.40% | +23.8% |
| Q4 2015 | $1,564,000 | -0.1% | 15,837 | -2.0% | 0.32% | -3.3% |
| Q3 2015 | $1,565,000 | -11.3% | 16,162 | -1.2% | 0.33% | -4.0% |
| Q2 2015 | $1,764,000 | +1357.9% | 16,362 | +1374.1% | 0.35% | +1350.0% |
| Q1 2015 | $121,000 | +3.4% | 1,110 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $117,000 | +5.4% | 1,110 | 0.0% | 0.02% | +9.1% |
| Q3 2014 | $111,000 | -5.1% | 1,110 | 0.0% | 0.02% | -4.3% |
| Q2 2014 | $117,000 | +4.5% | 1,110 | 0.0% | 0.02% | +4.5% |
| Q1 2014 | $112,000 | +3.7% | 1,110 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $108,000 | +0.9% | 1,110 | -6.7% | 0.02% | -12.0% |
| Q3 2013 | $107,000 | +40.8% | 1,190 | +30.8% | 0.02% | +38.9% |
| Q2 2013 | $76,000 | – | 910 | – | 0.02% | – |
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% |