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 | $4,756,905 | +8.1% | 29,825 | +12.1% | 0.08% | +7.6% |
| Q2 2023 | $4,399,528 | -35.3% | 26,599 | -37.9% | 0.08% | -38.8% |
| Q1 2023 | $6,798,916 | -33.0% | 42,825 | -33.0% | 0.13% | -38.0% |
| Q4 2022 | $10,151,058 | +12.3% | 63,923 | +1.4% | 0.21% | +4.0% |
| Q3 2022 | $9,039,000 | +17.0% | 63,032 | +22.2% | 0.20% | +23.5% |
| Q2 2022 | $7,725,000 | +40.5% | 51,564 | +65.0% | 0.16% | +68.8% |
| Q1 2022 | $5,498,000 | -50.8% | 31,251 | -50.0% | 0.10% | -51.8% |
| Q4 2021 | $11,173,000 | +58.7% | 62,473 | +50.2% | 0.20% | +56.7% |
| Q3 2021 | $7,041,000 | +2.9% | 41,600 | +5.6% | 0.13% | -3.8% |
| Q2 2021 | $6,844,000 | +5.7% | 39,409 | +0.8% | 0.13% | -7.7% |
| Q1 2021 | $6,477,000 | +23.3% | 39,107 | +5.8% | 0.14% | +12.6% |
| Q4 2020 | $5,255,000 | +29.8% | 36,952 | +0.9% | 0.13% | +3.3% |
| Q3 2020 | $4,050,000 | +17.1% | 36,610 | +13.2% | 0.12% | +3.4% |
| Q2 2020 | $3,459,000 | +167.9% | 32,354 | +243.4% | 0.12% | +240.0% |
| Q4 2019 | $1,291,000 | +14.8% | 9,421 | +7.9% | 0.04% | -12.5% |
| Q3 2019 | $1,125,000 | +3.5% | 8,730 | -1.3% | 0.04% | -2.4% |
| Q2 2019 | $1,087,000 | -14.1% | 8,843 | -10.1% | 0.04% | -24.1% |
| Q1 2019 | $1,266,000 | +3.3% | 9,833 | -8.4% | 0.05% | 0.0% |
| Q4 2018 | $1,225,000 | -33.3% | 10,736 | -18.5% | 0.05% | -26.0% |
| Q3 2018 | $1,836,000 | +39.6% | 13,171 | +36.0% | 0.07% | +25.9% |
| Q2 2018 | $1,315,000 | +56.5% | 9,684 | +49.3% | 0.06% | +41.5% |
| Q1 2018 | $840,000 | -1.5% | 6,488 | +1.0% | 0.04% | -2.4% |
| Q4 2017 | $853,000 | -21.8% | 6,426 | -24.7% | 0.04% | -28.8% |
| Q3 2017 | $1,091,000 | +22.9% | 8,539 | +18.2% | 0.06% | +9.3% |
| Q2 2017 | $888,000 | +52.8% | 7,225 | +50.4% | 0.05% | +22.7% |
| Q4 2016 | $581,000 | – | 4,805 | – | 0.04% | – |
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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% |