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 | $3,526 | -12.5% | 22,029 | -10.2% | 0.04% | -13.5% |
| Q2 2023 | $4,029 | +7.0% | 24,523 | +1.6% | 0.05% | +2.0% |
| Q1 2023 | $3,767 | -1.2% | 24,132 | +1.4% | 0.05% | -1.9% |
| Q4 2022 | $3,811 | -99.9% | 23,802 | +0.2% | 0.05% | -1.9% |
| Q3 2022 | $3,746,000 | -2.4% | 23,762 | -6.3% | 0.05% | +3.9% |
| Q2 2022 | $3,837,000 | -14.8% | 25,356 | +0.8% | 0.05% | +2.0% |
| Q1 2022 | $4,501,000 | -10.2% | 25,155 | -10.2% | 0.05% | -10.7% |
| Q4 2021 | $5,010,000 | +3.6% | 28,012 | -0.2% | 0.06% | -1.8% |
| Q3 2021 | $4,835,000 | -9.6% | 28,058 | -9.3% | 0.06% | -10.9% |
| Q2 2021 | $5,346,000 | -90.7% | 30,926 | -91.1% | 0.06% | -91.5% |
| Q1 2021 | $57,437,000 | +52.5% | 346,474 | +30.8% | 0.75% | +42.9% |
| Q4 2020 | $37,665,000 | +23.7% | 264,858 | -4.2% | 0.52% | +11.0% |
| Q3 2020 | $30,443,000 | +5.6% | 276,557 | +1.3% | 0.47% | -0.4% |
| Q2 2020 | $28,840,000 | +13.6% | 273,131 | -3.2% | 0.47% | +2.6% |
| Q1 2020 | $25,381,000 | -19.1% | 282,101 | +23.2% | 0.46% | -6.3% |
| Q4 2019 | $31,390,000 | -5.8% | 229,017 | -11.5% | 0.49% | -12.6% |
| Q3 2019 | $33,325,000 | +4.1% | 258,784 | +5.5% | 0.56% | +7.2% |
| Q2 2019 | $32,017,000 | +4.2% | 245,271 | +2.8% | 0.53% | -0.4% |
| Q1 2019 | $30,728,000 | -23.5% | 238,700 | -32.2% | 0.53% | -32.9% |
| Q4 2018 | $40,150,000 | -17.9% | 352,001 | +0.4% | 0.79% | -10.7% |
| Q3 2018 | $48,876,000 | +35.1% | 350,720 | +31.6% | 0.88% | +29.6% |
| Q2 2018 | $36,177,000 | +5.7% | 266,415 | +0.7% | 0.68% | +2.1% |
| Q1 2018 | $34,235,000 | +38.5% | 264,530 | +42.1% | 0.67% | +34.0% |
| Q4 2017 | $24,723,000 | +21.4% | 186,188 | +16.9% | 0.50% | +11.9% |
| Q3 2017 | $20,358,000 | -21.2% | 159,307 | -24.2% | 0.44% | -25.8% |
| Q2 2017 | $25,824,000 | -19.6% | 210,104 | -19.6% | 0.60% | -26.2% |
| Q1 2017 | $32,125,000 | +6.2% | 261,471 | +4.6% | 0.81% | -18.2% |
| Q4 2016 | $30,255,000 | -4.4% | 250,038 | -12.5% | 0.99% | +8.2% |
| Q3 2016 | $31,633,000 | +20.4% | 285,859 | +15.0% | 0.92% | +10.4% |
| Q2 2016 | $26,270,000 | +845.6% | 248,603 | +811.6% | 0.83% | +763.5% |
| Q1 2016 | $2,778,000 | – | 27,272 | – | 0.10% | – |
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% |