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 | $22,496,703 | -5.2% | 141,054 | -1.6% | 3.32% | -0.1% |
Q2 2023 | $23,718,691 | +38.6% | 143,402 | +33.0% | 3.32% | +31.0% |
Q1 2023 | $17,118,456 | +115.7% | 107,826 | +115.8% | 2.54% | +114.5% |
Q4 2022 | $7,936,189 | +116.4% | 49,976 | +95.4% | 1.18% | +101.4% |
Q3 2022 | $3,668,000 | -6.6% | 25,578 | -2.4% | 0.59% | +1.0% |
Q2 2022 | $3,928,000 | -13.1% | 26,218 | +2.1% | 0.58% | +5.8% |
Q1 2022 | $4,519,000 | +0.4% | 25,688 | +2.1% | 0.55% | +7.0% |
Q4 2021 | $4,501,000 | +22.5% | 25,168 | +15.9% | 0.51% | +12.3% |
Q3 2021 | $3,675,000 | +0.2% | 21,713 | +2.9% | 0.46% | +0.7% |
Q2 2021 | $3,666,000 | +4.8% | 21,109 | -0.1% | 0.45% | +0.7% |
Q1 2021 | $3,499,000 | +0.5% | 21,125 | -13.7% | 0.45% | -2.8% |
Q4 2020 | $3,481,000 | +27.9% | 24,480 | -0.5% | 0.46% | +13.4% |
Q3 2020 | $2,721,000 | +0.3% | 24,595 | -3.1% | 0.41% | -4.4% |
Q2 2020 | $2,714,000 | +21.4% | 25,380 | +0.8% | 0.43% | +5.9% |
Q1 2020 | $2,236,000 | -39.7% | 25,185 | -6.9% | 0.40% | -21.4% |
Q4 2019 | $3,710,000 | +9.3% | 27,065 | +2.8% | 0.51% | +3.0% |
Q3 2019 | $3,394,000 | -0.6% | 26,335 | +0.6% | 0.50% | +0.4% |
Q2 2019 | $3,416,000 | -1.7% | 26,165 | -3.1% | 0.50% | -4.2% |
Q1 2019 | $3,476,000 | +15.8% | 27,005 | +2.6% | 0.52% | +0.2% |
Q4 2018 | $3,003,000 | -29.1% | 26,325 | -13.3% | 0.52% | -14.7% |
Q3 2018 | $4,233,000 | +4.3% | 30,380 | +1.6% | 0.61% | -0.8% |
Q2 2018 | $4,059,000 | +10.0% | 29,895 | +4.8% | 0.61% | +7.9% |
Q1 2018 | $3,691,000 | +3.2% | 28,520 | +5.9% | 0.57% | +5.4% |
Q4 2017 | $3,575,000 | +9.0% | 26,925 | +4.9% | 0.54% | -5.9% |
Q3 2017 | $3,280,000 | +9.2% | 25,665 | +4.9% | 0.57% | +5.0% |
Q2 2017 | $3,005,000 | -2.2% | 24,455 | -2.3% | 0.54% | -5.1% |
Q1 2017 | $3,074,000 | +6.3% | 25,025 | +4.7% | 0.57% | +1.1% |
Q4 2016 | $2,893,000 | +8.8% | 23,910 | -0.5% | 0.57% | +9.2% |
Q3 2016 | $2,659,000 | +7.4% | 24,030 | +2.3% | 0.52% | +4.0% |
Q2 2016 | $2,475,000 | +8.9% | 23,500 | +5.4% | 0.50% | +3.1% |
Q1 2016 | $2,272,000 | -34.0% | 22,300 | -36.0% | 0.48% | -35.8% |
Q4 2015 | $3,441,000 | -12.8% | 34,840 | -14.4% | 0.76% | -15.9% |
Q3 2015 | $3,944,000 | -6.2% | 40,716 | +4.4% | 0.90% | +2.0% |
Q2 2015 | $4,205,000 | +1.6% | 39,001 | +3.1% | 0.88% | +3.5% |
Q1 2015 | $4,140,000 | +22.7% | 37,836 | +18.6% | 0.85% | +20.6% |
Q4 2014 | $3,375,000 | +22.7% | 31,910 | +15.7% | 0.70% | -2.2% |
Q3 2014 | $2,750,000 | +36.6% | 27,575 | +44.6% | 0.72% | +38.1% |
Q2 2014 | $2,013,000 | +4.8% | 19,075 | 0.0% | 0.52% | +2.4% |
Q1 2014 | $1,920,000 | +4.3% | 19,075 | +0.9% | 0.51% | +2.0% |
Q4 2013 | $1,841,000 | +14.6% | 18,900 | +6.2% | 0.50% | +5.9% |
Q3 2013 | $1,606,000 | +14.4% | 17,800 | +6.1% | 0.47% | +9.0% |
Q2 2013 | $1,404,000 | – | 16,775 | – | 0.43% | – |
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% |