VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,217,235 | -3.6% | 26,442 | 0.0% | 0.62% | +6.7% |
| Q2 2023 | $4,373,507 | +4.2% | 26,442 | 0.0% | 0.59% | +6.7% |
| Q1 2023 | $4,197,932 | -3.3% | 26,442 | -3.2% | 0.55% | -13.9% |
| Q4 2022 | $4,339,528 | +3.3% | 27,327 | -6.7% | 0.64% | -12.7% |
| Q3 2022 | $4,200,000 | -13.0% | 29,288 | -9.1% | 0.73% | -11.7% |
| Q2 2022 | $4,828,000 | +26.6% | 32,226 | +48.6% | 0.83% | +50.8% |
| Q1 2022 | $3,815,000 | -4.4% | 21,685 | -2.8% | 0.55% | +5.2% |
| Q4 2021 | $3,989,000 | +14.9% | 22,304 | +8.7% | 0.52% | +9.9% |
| Q3 2021 | $3,472,000 | -3.1% | 20,515 | -0.6% | 0.48% | -3.8% |
| Q2 2021 | $3,583,000 | +4.9% | 20,635 | 0.0% | 0.49% | -2.8% |
| Q1 2021 | $3,417,000 | +15.4% | 20,635 | -0.9% | 0.51% | +10.9% |
| Q4 2020 | $2,960,000 | +28.6% | 20,812 | 0.0% | 0.46% | +27.9% |
| Q3 2020 | $2,302,000 | -15.5% | 20,812 | -18.3% | 0.36% | -4.3% |
| Q2 2020 | $2,725,000 | +3.4% | 25,489 | -14.1% | 0.37% | -11.4% |
| Q1 2020 | $2,635,000 | -51.5% | 29,678 | -25.1% | 0.42% | -28.8% |
| Q4 2019 | $5,429,000 | +9.3% | 39,608 | +2.7% | 0.59% | +1.5% |
| Q3 2019 | $4,967,000 | +24.5% | 38,551 | +26.1% | 0.58% | +14.1% |
| Q2 2019 | $3,990,000 | +0.5% | 30,569 | -0.9% | 0.51% | +1.0% |
| Q1 2019 | $3,972,000 | +4.1% | 30,859 | +9.9% | 0.51% | -12.9% |
| Q4 2018 | $3,814,000 | -1.2% | 28,091 | +1.4% | 0.58% | +5.2% |
| Q3 2018 | $3,862,000 | +1.3% | 27,709 | -1.4% | 0.55% | -4.5% |
| Q2 2018 | $3,814,000 | +4.8% | 28,091 | -0.1% | 0.58% | -0.2% |
| Q1 2018 | $3,640,000 | -7.3% | 28,128 | -4.8% | 0.58% | -0.9% |
| Q4 2017 | $3,925,000 | -1.8% | 29,559 | -5.5% | 0.58% | -5.5% |
| Q3 2017 | $3,998,000 | -16.3% | 31,284 | -19.5% | 0.62% | -18.4% |
| Q2 2017 | $4,777,000 | -5.2% | 38,867 | -5.2% | 0.76% | -4.8% |
| Q1 2017 | $5,039,000 | -0.5% | 41,017 | -2.0% | 0.80% | +3.4% |
| Q4 2016 | $5,066,000 | +0.1% | 41,865 | -8.5% | 0.77% | +1.0% |
| Q3 2016 | $5,063,000 | +8.6% | 45,754 | +3.4% | 0.76% | +14.7% |
| Q2 2016 | $4,661,000 | -11.4% | 44,264 | -14.3% | 0.66% | -8.9% |
| Q1 2016 | $5,263,000 | +8.5% | 51,661 | +5.2% | 0.73% | +6.6% |
| Q4 2015 | $4,851,000 | +26850.0% | 49,117 | +26887.4% | 0.68% | +22733.3% |
| Q3 2015 | $18,000 | -10.0% | 182 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $20,000 | -59.2% | 182 | -68.8% | 0.00% | -66.7% |
| Q2 2013 | $49,000 | – | 584 | – | 0.01% | – |
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% |