Truepoint, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,186 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.

Quarter-by-quarter ownership
Truepoint, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,344,027
-3.5%
20,967
+0.1%
0.11%
-6.1%
Q2 2023$3,466,104
+8.2%
20,956
+3.9%
0.12%
+4.5%
Q1 2023$3,202,655
-8.4%
20,173
-8.4%
0.11%
-12.7%
Q4 2022$3,495,983
+82.9%
22,015
+65.2%
0.13%
+28.6%
Q3 2022$1,911,000
-4.2%
13,329
+0.1%
0.10%
-5.8%
Q2 2022$1,995,000
-14.9%
13,318
-0.0%
0.10%
-6.3%
Q1 2022$2,343,000
-1.5%
13,320
+0.1%
0.11%0.0%
Q4 2021$2,379,000
+5.9%
13,304
+0.2%
0.11%
-1.8%
Q3 2021$2,247,000
-1.9%
13,277
+0.6%
0.11%
-11.0%
Q2 2021$2,291,000
-1.8%
13,193
-6.4%
0.13%
-12.4%
Q1 2021$2,334,000
-13.7%
14,092
-25.9%
0.14%
-19.4%
Q4 2020$2,704,000
+18.4%
19,013
-7.9%
0.18%
+2.9%
Q3 2020$2,283,000
-2.5%
20,634
-5.8%
0.18%
-7.4%
Q2 2020$2,342,000
-99.9%
21,901
-25.7%
0.19%
-20.9%
Q1 2020$2,617,646,000
+202347.5%
29,478
+212.5%
0.24%
+143.9%
Q4 2019$1,293,000
-2.2%
9,432
-8.0%
0.10%
-15.5%
Q3 2019$1,322,000
-1.6%
10,257
-0.3%
0.12%
+7.4%
Q2 2019$1,343,000
+17.6%
10,286
+15.9%
0.11%
+10.2%
Q1 2019$1,142,000
+20.1%
8,872
+6.4%
0.10%
+7.7%
Q4 2018$951,000
+370.8%
8,341
+460.9%
0.09%
+405.6%
Q2 2018$202,000
-92.1%
1,487
+350.6%
0.02%
-10.0%
Q1 2018$2,550,000
+665.8%
330
-86.8%
0.02%
-35.5%
Q4 2017$333,000
+11.7%
2,507
+7.4%
0.03%
+6.9%
Q3 2017$298,000
-1.7%
2,334
-4.9%
0.03%
-3.3%
Q2 2017$303,000
+42.3%
2,454
+41.3%
0.03%
+30.4%
Q1 2017$213,000
+5.4%
1,737
+4.6%
0.02%
+4.5%
Q4 2016$202,000
-11.8%
1,661
-19.6%
0.02%
-21.4%
Q3 2016$229,000
+5.5%
2,067
+0.2%
0.03%0.0%
Q2 2016$217,000
-17.2%
2,062
-23.8%
0.03%
-28.2%
Q3 2015$262,000
-10.3%
2,7060.0%0.04%
-11.4%
Q2 2015$292,000
+15.0%
2,706
+16.7%
0.04%
+10.0%
Q1 2015$254,000
-11.5%
2,319
-14.5%
0.04%
-13.0%
Q4 2014$287,000
+32.3%
2,713
+24.7%
0.05%
+24.3%
Q3 2014$217,0002,1750.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 780,201$124,434,25718.47%
University of Maryland Foundation, Inc. 91,176$14,54217.40%
25 LLC 171,990$27,430,71616.73%
Mokosak Advisory Group, LLC 257,464$41,062,81116.70%
Opal Wealth Advisors, LLC 149,263$23,805,95613.93%
TrueWealth Financial Partners 79,980$12,756,03910.49%
Jacobsen Capital Management 113,659$18,127,5169.84%
BHK Investment Advisors, LLC 133,746$21,331,2079.81%
New England Capital Financial Advisors LLC 77,155$12,305,4888.48%
Brooklyn FI, LLC 95,720$15,266,4328.21%
View complete list of VANGUARD INDEX FDS shareholders