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 | $12,680,990 | -4.2% | 79,510 | -0.6% | 0.34% | -3.2% |
| Q2 2023 | $13,234,232 | +5.4% | 80,013 | +1.1% | 0.35% | -2.2% |
| Q1 2023 | $12,559,071 | +104280.6% | 79,107 | +4.4% | 0.36% | +2.6% |
| Q4 2022 | $12,032 | -99.9% | 75,767 | +7.5% | 0.35% | +11.2% |
| Q3 2022 | $10,107,000 | -0.5% | 70,482 | +3.9% | 0.31% | +9.1% |
| Q2 2022 | $10,161,000 | -12.4% | 67,823 | +2.9% | 0.29% | +1.8% |
| Q1 2022 | $11,596,000 | +10.5% | 65,913 | +12.3% | 0.28% | +12.9% |
| Q4 2021 | $10,497,000 | +18.0% | 58,693 | +11.6% | 0.25% | +8.3% |
| Q3 2021 | $8,899,000 | +9.9% | 52,579 | +12.8% | 0.23% | +8.5% |
| Q2 2021 | $8,098,000 | +20.8% | 46,632 | +15.2% | 0.21% | +14.6% |
| Q1 2021 | $6,704,000 | +190.2% | 40,479 | +149.2% | 0.18% | +150.0% |
| Q4 2020 | $2,310,000 | +98.8% | 16,246 | +54.6% | 0.07% | +60.9% |
| Q3 2020 | $1,162,000 | +187.6% | 10,510 | +178.2% | 0.05% | +170.6% |
| Q2 2020 | $404,000 | +44.8% | 3,778 | +20.5% | 0.02% | +30.8% |
| Q1 2020 | $279,000 | -35.1% | 3,135 | 0.0% | 0.01% | -18.8% |
| Q4 2019 | $430,000 | -2.5% | 3,135 | -8.4% | 0.02% | -15.8% |
| Q3 2019 | $441,000 | +11.9% | 3,422 | +13.2% | 0.02% | +5.6% |
| Q2 2019 | $394,000 | -1.7% | 3,022 | -3.0% | 0.02% | 0.0% |
| Q1 2019 | $401,000 | -2.9% | 3,116 | -14.0% | 0.02% | -10.0% |
| Q4 2018 | $413,000 | -18.5% | 3,622 | -0.4% | 0.02% | 0.0% |
| Q3 2018 | $507,000 | +2.6% | 3,638 | 0.0% | 0.02% | -4.8% |
| Q2 2018 | $494,000 | +3.6% | 3,638 | -1.2% | 0.02% | 0.0% |
| Q1 2018 | $477,000 | -2.1% | 3,681 | +0.4% | 0.02% | -19.2% |
| Q4 2017 | $487,000 | +4.1% | 3,665 | 0.0% | 0.03% | -3.7% |
| Q3 2017 | $468,000 | +1.3% | 3,665 | -2.5% | 0.03% | -10.0% |
| Q2 2017 | $462,000 | 0.0% | 3,758 | 0.0% | 0.03% | -3.2% |
| Q1 2017 | $462,000 | 0.0% | 3,758 | -1.6% | 0.03% | -8.8% |
| Q4 2016 | $462,000 | +9.2% | 3,820 | 0.0% | 0.03% | -20.9% |
| Q3 2016 | $423,000 | +9.0% | 3,820 | +3.7% | 0.04% | -4.4% |
| Q2 2016 | $388,000 | +11.2% | 3,682 | +7.4% | 0.04% | +4.7% |
| Q1 2016 | $349,000 | -47.5% | 3,429 | -47.6% | 0.04% | 0.0% |
| Q4 2015 | $665,000 | +83.2% | 6,540 | +74.5% | 0.04% | -8.5% |
| Q3 2015 | $363,000 | -10.1% | 3,748 | 0.0% | 0.05% | 0.0% |
| Q2 2015 | $404,000 | +11.6% | 3,748 | – | 0.05% | +6.8% |
| Q1 2015 | $362,000 | +22.7% | 0 | -100.0% | 0.04% | +22.2% |
| Q4 2014 | $295,000 | -7.5% | 2,792 | -12.7% | 0.04% | -12.2% |
| Q3 2014 | $319,000 | -6.2% | 3,198 | -0.7% | 0.04% | -6.8% |
| Q2 2014 | $340,000 | +11.8% | 3,221 | +6.8% | 0.04% | +2.3% |
| Q1 2014 | $304,000 | -1.0% | 3,016 | -4.4% | 0.04% | -6.5% |
| Q4 2013 | $307,000 | -8.9% | 3,155 | -15.5% | 0.05% | -20.7% |
| Q3 2013 | $337,000 | +0.3% | 3,735 | -6.9% | 0.06% | 0.0% |
| Q2 2013 | $336,000 | – | 4,013 | – | 0.06% | – |
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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% |