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 | $11,497,794 | -24.3% | 72,091 | -21.5% | 0.00% | 0.0% |
Q2 2023 | $15,180,577 | -7.0% | 91,781 | -10.7% | 0.00% | -33.3% |
Q1 2023 | $16,319,576 | +0.2% | 102,794 | +0.2% | 0.00% | -25.0% |
Q4 2022 | $16,287,640 | -5.6% | 102,567 | -14.8% | 0.00% | -20.0% |
Q3 2022 | $17,254,000 | +167.2% | 120,318 | +179.2% | 0.01% | +150.0% |
Q2 2022 | $6,457,000 | -44.5% | 43,100 | -34.8% | 0.00% | 0.0% |
Q1 2022 | $11,630,000 | -34.4% | 66,100 | -33.3% | 0.00% | – |
Q4 2021 | $17,728,000 | +22.8% | 99,132 | +16.2% | 0.00% | -100.0% |
Q3 2021 | $14,441,000 | +27.6% | 85,318 | +31.0% | 0.00% | 0.0% |
Q2 2021 | $11,313,000 | +61.1% | 65,149 | +53.7% | 0.00% | +100.0% |
Q1 2021 | $7,022,000 | -76.4% | 42,400 | -79.7% | 0.00% | -66.7% |
Q4 2020 | $29,726,000 | +153.7% | 209,032 | +97.4% | 0.00% | +50.0% |
Q3 2020 | $11,717,000 | +16.8% | 105,915 | +12.9% | 0.00% | -33.3% |
Q2 2020 | $10,031,000 | +175.3% | 93,821 | +128.6% | 0.00% | +200.0% |
Q1 2020 | $3,644,000 | -31.3% | 41,034 | +6.1% | 0.00% | 0.0% |
Q4 2019 | $5,303,000 | +46.5% | 38,692 | +37.7% | 0.00% | 0.0% |
Q3 2019 | $3,620,000 | -85.9% | 28,100 | -85.8% | 0.00% | -66.7% |
Q2 2019 | $25,758,000 | +383.4% | 197,307 | +376.6% | 0.00% | +50.0% |
Q1 2019 | $5,328,000 | +378.3% | 41,400 | +324.0% | 0.00% | – |
Q4 2018 | $1,114,000 | -55.1% | 9,765 | -45.1% | 0.00% | – |
Q3 2018 | $2,479,000 | -12.5% | 17,784 | -14.8% | 0.00% | – |
Q2 2018 | $2,834,000 | -66.1% | 20,870 | -67.7% | 0.00% | -100.0% |
Q1 2018 | $8,362,000 | +63.9% | 64,608 | +68.1% | 0.00% | +50.0% |
Q4 2017 | $5,103,000 | +14.4% | 38,426 | +10.1% | 0.00% | 0.0% |
Q3 2017 | $4,459,000 | -17.4% | 34,890 | -20.5% | 0.00% | 0.0% |
Q2 2017 | $5,397,000 | -34.7% | 43,906 | -34.8% | 0.00% | -50.0% |
Q1 2017 | $8,267,000 | +68.4% | 67,290 | +65.8% | 0.00% | +33.3% |
Q4 2016 | $4,909,000 | +108.3% | 40,574 | +90.5% | 0.00% | +200.0% |
Q3 2016 | $2,357,000 | -76.1% | 21,300 | -77.2% | 0.00% | -83.3% |
Q2 2016 | $9,850,000 | +132.8% | 93,482 | +125.0% | 0.01% | +200.0% |
Q1 2016 | $4,232,000 | +93.1% | 41,543 | +87.1% | 0.00% | +100.0% |
Q4 2015 | $2,192,000 | -71.3% | 22,200 | -71.9% | 0.00% | -66.7% |
Q3 2015 | $7,644,000 | +54.4% | 78,937 | +71.9% | 0.00% | +50.0% |
Q2 2015 | $4,952,000 | +59.5% | 45,933 | +61.9% | 0.00% | +100.0% |
Q1 2015 | $3,104,000 | -85.1% | 28,369 | -85.6% | 0.00% | -88.9% |
Q4 2014 | $20,892,000 | +57.0% | 197,525 | +48.1% | 0.01% | +80.0% |
Q3 2014 | $13,306,000 | -24.6% | 133,414 | -20.3% | 0.01% | -37.5% |
Q2 2014 | $17,650,000 | +14.7% | 167,300 | +9.4% | 0.01% | 0.0% |
Q1 2014 | $15,394,000 | +13.2% | 152,954 | +9.5% | 0.01% | +14.3% |
Q4 2013 | $13,598,000 | +153.8% | 139,648 | +135.3% | 0.01% | +133.3% |
Q3 2013 | $5,357,000 | +13.5% | 59,352 | +5.4% | 0.00% | +50.0% |
Q2 2013 | $4,718,000 | – | 56,318 | – | 0.00% | – |
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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% |