VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,836,529 | +72.2% | 17,785 | +78.6% | 0.07% | +78.0% |
| Q2 2023 | $1,646,887 | -35.8% | 9,957 | -38.3% | 0.04% | -40.6% |
| Q1 2023 | $2,563,656 | -19.6% | 16,148 | -19.5% | 0.07% | -25.0% |
| Q4 2022 | $3,187,116 | +7.7% | 20,070 | -2.8% | 0.09% | -14.0% |
| Q3 2022 | $2,960,000 | -12.8% | 20,642 | -8.9% | 0.11% | -11.6% |
| Q2 2022 | $3,396,000 | -72.0% | 22,665 | -67.1% | 0.12% | -68.5% |
| Q1 2022 | $12,134,000 | +96.7% | 68,963 | +99.9% | 0.38% | +99.0% |
| Q4 2021 | $6,169,000 | +39.3% | 34,492 | +31.8% | 0.19% | +23.7% |
| Q3 2021 | $4,430,000 | -10.5% | 26,175 | -8.1% | 0.16% | -22.0% |
| Q2 2021 | $4,948,000 | -17.8% | 28,497 | -21.6% | 0.20% | -26.5% |
| Q1 2021 | $6,018,000 | +390.5% | 36,337 | +321.1% | 0.27% | +353.3% |
| Q4 2020 | $1,227,000 | +29.3% | 8,629 | +0.6% | 0.06% | +15.4% |
| Q3 2020 | $949,000 | +3.2% | 8,581 | -0.3% | 0.05% | -1.9% |
| Q2 2020 | $920,000 | +19.5% | 8,607 | -0.7% | 0.05% | 0.0% |
| Q1 2020 | $770,000 | -50.9% | 8,672 | -24.1% | 0.05% | -45.4% |
| Q4 2019 | $1,567,000 | +5.5% | 11,430 | -0.9% | 0.10% | -9.3% |
| Q3 2019 | $1,486,000 | -8.2% | 11,533 | -7.0% | 0.11% | -11.6% |
| Q2 2019 | $1,618,000 | -6.3% | 12,397 | -7.5% | 0.12% | -12.9% |
| Q1 2019 | $1,726,000 | +11.1% | 13,406 | -1.6% | 0.14% | -5.4% |
| Q4 2018 | $1,554,000 | -10.0% | 13,628 | +10.0% | 0.15% | +1.4% |
| Q3 2018 | $1,726,000 | +20.7% | 12,385 | +17.6% | 0.14% | +6.6% |
| Q2 2018 | $1,430,000 | +7.4% | 10,528 | +2.3% | 0.14% | +0.7% |
| Q1 2018 | $1,331,000 | -2.6% | 10,288 | 0.0% | 0.14% | -6.2% |
| Q4 2017 | $1,366,000 | +0.4% | 10,288 | -3.3% | 0.14% | -17.2% |
| Q3 2017 | $1,360,000 | +0.7% | 10,638 | -3.2% | 0.17% | -9.4% |
| Q2 2017 | $1,350,000 | +175.5% | 10,990 | +175.4% | 0.19% | +97.9% |
| Q1 2017 | $490,000 | +29.3% | 3,990 | +27.4% | 0.10% | +18.3% |
| Q4 2016 | $379,000 | – | 3,131 | – | 0.08% | – |
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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% |