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 | $789,954 | -12.9% | 4,953 | -9.6% | 0.25% | -9.0% |
Q2 2023 | $906,723 | -5.9% | 5,482 | -9.7% | 0.28% | -6.1% |
Q1 2023 | $963,356 | +101199.3% | 6,068 | +1.3% | 0.30% | -3.0% |
Q4 2022 | $951 | -99.9% | 5,988 | -4.0% | 0.30% | +1.0% |
Q3 2022 | $894,000 | -6.7% | 6,235 | -2.5% | 0.30% | +1.0% |
Q2 2022 | $958,000 | -20.4% | 6,394 | -6.5% | 0.30% | -7.4% |
Q1 2022 | $1,204,000 | -0.8% | 6,841 | +0.8% | 0.32% | +6.6% |
Q4 2021 | $1,214,000 | +3.8% | 6,788 | -1.8% | 0.30% | -0.7% |
Q3 2021 | $1,170,000 | +17.4% | 6,913 | +20.4% | 0.30% | +18.7% |
Q2 2021 | $997,000 | +4.3% | 5,742 | -0.6% | 0.26% | -3.0% |
Q1 2021 | $956,000 | +22.7% | 5,774 | +5.5% | 0.26% | +16.7% |
Q4 2020 | $779,000 | +19.7% | 5,475 | -7.0% | 0.23% | +4.1% |
Q3 2020 | $651,000 | +5.2% | 5,884 | +1.6% | 0.22% | -5.2% |
Q2 2020 | $619,000 | +2.3% | 5,789 | -15.0% | 0.23% | -14.8% |
Q1 2020 | $605,000 | -46.7% | 6,813 | -17.8% | 0.27% | -24.4% |
Q4 2019 | $1,135,000 | -12.7% | 8,284 | -17.9% | 0.36% | -16.8% |
Q3 2019 | $1,300,000 | -9.3% | 10,091 | -8.1% | 0.43% | -7.1% |
Q2 2019 | $1,434,000 | +26.1% | 10,982 | +24.3% | 0.46% | +23.2% |
Q1 2019 | $1,137,000 | +11.4% | 8,833 | -1.3% | 0.38% | +3.6% |
Q4 2018 | $1,021,000 | -22.3% | 8,951 | -5.1% | 0.36% | -13.6% |
Q3 2018 | $1,314,000 | +37.7% | 9,431 | +34.2% | 0.42% | +30.9% |
Q2 2018 | $954,000 | +4.0% | 7,026 | -0.8% | 0.32% | +4.6% |
Q1 2018 | $917,000 | -6.4% | 7,083 | -4.0% | 0.31% | -5.6% |
Q4 2017 | $980,000 | +4.8% | 7,379 | +0.9% | 0.32% | +2.5% |
Q3 2017 | $935,000 | +3.7% | 7,316 | -0.3% | 0.32% | +0.3% |
Q2 2017 | $902,000 | +1.1% | 7,338 | +1.0% | 0.32% | -4.0% |
Q1 2017 | $892,000 | +1.4% | 7,262 | -0.2% | 0.33% | -3.5% |
Q4 2016 | $880,000 | +12.7% | 7,273 | +3.0% | 0.34% | +11.5% |
Q3 2016 | $781,000 | -4.2% | 7,060 | -8.8% | 0.30% | -9.0% |
Q2 2016 | $815,000 | -1.8% | 7,737 | -5.0% | 0.34% | -9.5% |
Q1 2016 | $830,000 | -0.7% | 8,148 | -3.7% | 0.37% | -8.0% |
Q4 2015 | $836,000 | – | 8,462 | – | 0.40% | – |
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% |