VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,116,518 | -0.6% | 245,260 | +3.1% | 2.06% | -4.4% |
| Q2 2023 | $39,340,225 | +15.1% | 237,849 | +10.4% | 2.16% | +7.1% |
| Q1 2023 | $34,189,760 | +3.5% | 215,355 | +3.5% | 2.02% | +0.4% |
| Q4 2022 | $33,042,866 | +10.8% | 208,079 | +0.1% | 2.01% | -2.3% |
| Q3 2022 | $29,809,000 | -1.3% | 207,876 | +3.1% | 2.06% | +2.4% |
| Q2 2022 | $30,205,000 | -14.1% | 201,610 | +0.9% | 2.01% | -2.0% |
| Q1 2022 | $35,162,000 | +16.4% | 199,854 | +12.0% | 2.05% | +5.8% |
| Q4 2021 | $30,212,000 | 0.0% | 178,497 | 0.0% | 1.94% | 0.0% |
| Q3 2021 | $30,212,000 | +5.1% | 178,497 | +7.9% | 1.94% | +5.5% |
| Q2 2021 | $28,735,000 | +7.0% | 165,469 | +2.0% | 1.84% | +1.4% |
| Q1 2021 | $26,862,000 | +15.6% | 162,201 | -0.8% | 1.81% | -11.1% |
| Q4 2020 | $23,247,000 | +30.2% | 163,468 | +1.3% | 2.03% | +11.2% |
| Q3 2020 | $17,848,000 | +3.9% | 161,334 | +0.4% | 1.83% | -4.4% |
| Q2 2020 | $17,182,000 | +13.9% | 160,704 | -5.4% | 1.91% | -5.7% |
| Q1 2020 | $15,090,000 | -23.3% | 169,927 | +18.5% | 2.03% | -7.9% |
| Q4 2019 | $19,664,000 | +17.3% | 143,456 | +10.2% | 2.20% | +8.0% |
| Q3 2019 | $16,768,000 | +9.8% | 130,133 | +11.2% | 2.04% | +8.3% |
| Q2 2019 | $15,272,000 | +11.1% | 116,988 | +9.5% | 1.88% | +5.4% |
| Q1 2019 | $13,752,000 | +30.8% | 106,830 | +15.9% | 1.79% | +13.0% |
| Q4 2018 | $10,516,000 | -8.5% | 92,198 | +11.7% | 1.58% | +2.3% |
| Q3 2018 | $11,499,000 | +9.5% | 82,515 | +6.7% | 1.54% | +3.1% |
| Q2 2018 | $10,499,000 | +17.7% | 77,321 | +12.2% | 1.50% | +14.8% |
| Q1 2018 | $8,921,000 | +5.5% | 68,931 | +8.3% | 1.30% | +7.5% |
| Q4 2017 | $8,453,000 | +16.4% | 63,659 | +12.0% | 1.21% | +9.1% |
| Q3 2017 | $7,263,000 | +13.6% | 56,834 | +9.2% | 1.11% | +10.3% |
| Q2 2017 | $6,395,000 | +16.1% | 52,034 | +16.1% | 1.01% | +14.3% |
| Q1 2017 | $5,508,000 | +16.1% | 44,832 | +14.3% | 0.88% | +12.9% |
| Q4 2016 | $4,745,000 | +22.3% | 39,212 | +11.9% | 0.78% | +12.8% |
| Q3 2016 | $3,879,000 | +13.6% | 35,050 | +8.1% | 0.69% | +12.7% |
| Q2 2016 | $3,414,000 | +13.8% | 32,420 | +10.0% | 0.62% | +6.6% |
| Q1 2016 | $3,001,000 | +37.9% | 29,460 | +33.6% | 0.58% | +23.6% |
| Q4 2015 | $2,177,000 | +31.7% | 22,045 | +29.1% | 0.47% | +18.2% |
| Q3 2015 | $1,653,000 | +57.3% | 17,070 | +75.2% | 0.40% | +64.6% |
| Q2 2015 | $1,051,000 | +91.1% | 9,745 | +93.7% | 0.24% | +89.0% |
| Q1 2015 | $550,000 | +159.4% | 5,030 | +150.9% | 0.13% | +149.0% |
| Q4 2014 | $212,000 | 0.0% | 2,005 | 0.0% | 0.05% | 0.0% |
| Q2 2014 | $212,000 | – | 2,005 | – | 0.05% | – |
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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% |