VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $848,764 | -3.6% | 5,322 | 0.0% | 0.15% | +3.4% |
| Q2 2023 | $880,215 | +4.6% | 5,322 | +0.4% | 0.15% | -8.1% |
| Q1 2023 | $841,703 | -18.1% | 5,302 | -18.1% | 0.16% | -25.5% |
| Q4 2022 | $1,027,394 | +6.9% | 6,470 | -3.5% | 0.22% | 0.0% |
| Q3 2022 | $961,000 | -35.5% | 6,704 | -32.7% | 0.22% | -26.3% |
| Q2 2022 | $1,491,000 | +37.3% | 9,954 | +61.2% | 0.29% | +66.5% |
| Q1 2022 | $1,086,000 | -1.5% | 6,174 | +0.1% | 0.18% | -2.2% |
| Q4 2021 | $1,103,000 | -16.1% | 6,165 | -20.6% | 0.18% | -22.1% |
| Q3 2021 | $1,314,000 | -6.3% | 7,764 | -3.9% | 0.23% | -6.1% |
| Q2 2021 | $1,402,000 | +2.2% | 8,075 | -2.5% | 0.25% | -5.7% |
| Q1 2021 | $1,372,000 | +57.5% | 8,284 | +35.2% | 0.26% | +50.9% |
| Q4 2020 | $871,000 | +147.4% | 6,128 | +92.5% | 0.17% | +116.2% |
| Q3 2020 | $352,000 | +133.1% | 3,184 | +188.7% | 0.08% | +135.3% |
| Q4 2019 | $151,000 | -24.5% | 1,103 | -28.1% | 0.03% | -22.7% |
| Q2 2019 | $200,000 | -20.0% | 1,534 | -21.0% | 0.04% | -18.5% |
| Q1 2019 | $250,000 | -71.7% | 1,943 | -71.3% | 0.05% | -79.2% |
| Q1 2018 | $883,000 | -5.9% | 6,769 | -4.2% | 0.26% | +19.8% |
| Q4 2017 | $938,000 | -2.4% | 7,068 | -6.0% | 0.22% | -30.4% |
| Q3 2017 | $961,000 | -23.5% | 7,519 | -26.4% | 0.31% | -9.8% |
| Q2 2017 | $1,257,000 | -13.8% | 10,220 | -30.8% | 0.35% | -84.1% |
| Q4 2015 | $1,458,000 | -1.6% | 14,761 | -3.5% | 2.18% | -22.6% |
| Q3 2015 | $1,481,000 | +868.0% | 15,292 | +956.1% | 2.81% | +2031.1% |
| Q2 2014 | $153,000 | +3.4% | 1,448 | -1.3% | 0.13% | +3.9% |
| Q1 2014 | $148,000 | +25.4% | 1,467 | +20.9% | 0.13% | +49.4% |
| Q4 2013 | $118,000 | +51.3% | 1,213 | +40.2% | 0.08% | +57.4% |
| Q3 2013 | $78,000 | – | 865 | – | 0.05% | – |
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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% |