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 | $505,766,626 | -2.3% | 3,171,149 | +1.3% | 2.02% | -0.4% |
| Q2 2023 | $517,847,917 | +7.9% | 3,130,882 | +3.6% | 2.03% | +2.4% |
| Q1 2023 | $480,013,294 | +1.0% | 3,023,515 | +1.1% | 1.98% | -3.6% |
| Q4 2022 | $475,041,121 | +10.6% | 2,991,443 | -0.1% | 2.06% | +2.5% |
| Q3 2022 | $429,341,000 | -1.5% | 2,994,006 | +2.9% | 2.01% | +2.8% |
| Q2 2022 | $435,733,000 | -11.3% | 2,908,379 | +4.1% | 1.95% | -5.1% |
| Q1 2022 | $491,491,000 | -0.3% | 2,793,515 | +1.3% | 2.06% | +1.5% |
| Q4 2021 | $493,031,000 | +14.3% | 2,756,672 | +8.2% | 2.03% | +4.9% |
| Q3 2021 | $431,232,000 | +5.6% | 2,547,750 | +8.4% | 1.93% | +2.1% |
| Q2 2021 | $408,249,000 | +8.0% | 2,350,852 | +3.0% | 1.89% | -2.9% |
| Q1 2021 | $377,854,000 | +22.9% | 2,281,591 | +5.5% | 1.95% | +13.8% |
| Q4 2020 | $307,511,000 | +39.4% | 2,162,373 | +8.4% | 1.71% | +20.4% |
| Q3 2020 | $220,587,000 | +7.7% | 1,993,915 | +10.6% | 1.42% | -2.9% |
| Q2 2020 | $204,762,000 | +38.1% | 1,803,077 | +8.0% | 1.46% | +16.6% |
| Q1 2020 | $148,314,000 | -18.8% | 1,670,202 | +25.3% | 1.26% | -9.5% |
| Q4 2019 | $182,750,000 | +16.1% | 1,333,261 | +9.2% | 1.39% | +5.4% |
| Q3 2019 | $157,359,000 | +7.7% | 1,221,254 | +9.1% | 1.32% | +10.6% |
| Q2 2019 | $146,138,000 | +9.6% | 1,119,491 | +8.0% | 1.19% | -1.2% |
| Q1 2019 | $133,386,000 | +7.8% | 1,036,166 | -4.5% | 1.20% | +0.9% |
| Q4 2018 | $123,718,000 | -15.4% | 1,084,677 | +3.4% | 1.19% | -10.2% |
| Q3 2018 | $146,168,000 | +10.5% | 1,048,855 | +7.6% | 1.33% | +2.2% |
| Q2 2018 | $132,327,000 | +17.6% | 974,499 | +10.7% | 1.30% | +11.7% |
| Q1 2018 | $112,479,000 | -6.7% | 880,365 | -3.0% | 1.16% | -6.3% |
| Q4 2017 | $120,529,000 | +15.5% | 907,735 | +11.2% | 1.24% | +4.6% |
| Q3 2017 | $104,341,000 | +38.9% | 816,503 | +33.6% | 1.19% | +25.6% |
| Q2 2017 | $75,134,000 | -5.3% | 611,294 | -5.3% | 0.94% | -9.3% |
| Q1 2017 | $79,332,000 | +39.7% | 645,710 | +37.6% | 1.04% | +24.9% |
| Q4 2016 | $56,773,000 | -1.1% | 469,195 | -9.5% | 0.83% | -4.5% |
| Q3 2016 | $57,388,000 | +16.8% | 518,591 | +11.1% | 0.87% | +5.7% |
| Q2 2016 | $49,142,000 | +43.1% | 466,630 | +38.4% | 0.83% | +37.7% |
| Q1 2016 | $34,352,000 | +21.1% | 337,178 | +17.5% | 0.60% | +14.3% |
| Q4 2015 | $28,355,000 | -41.4% | 287,082 | -42.5% | 0.52% | +4.2% |
| Q3 2015 | $48,364,000 | +86.6% | 499,366 | +107.7% | 0.50% | -6.7% |
| Q2 2015 | $25,916,000 | +4.4% | 240,385 | +6.0% | 0.54% | +2.1% |
| Q1 2015 | $24,821,000 | +14.3% | 226,885 | +10.5% | 0.53% | +12.1% |
| Q4 2014 | $21,708,000 | +19.0% | 205,235 | +12.2% | 0.47% | +11.8% |
| Q3 2014 | $18,249,000 | -0.8% | 182,963 | +5.0% | 0.42% | +7.7% |
| Q2 2014 | $18,391,000 | +2.5% | 174,319 | -2.2% | 0.39% | -10.3% |
| Q1 2014 | $17,937,000 | +1.2% | 178,234 | -2.1% | 0.44% | +4.0% |
| Q4 2013 | $17,729,000 | +8.1% | 182,078 | +0.2% | 0.42% | +1.4% |
| Q3 2013 | $16,406,000 | – | 181,799 | – | 0.41% | – |
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% |