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 | $33,865,624 | -0.1% | 212,337 | +3.6% | 0.48% | -0.4% |
Q2 2023 | $33,884,827 | +7.7% | 204,866 | +3.4% | 0.48% | -15.7% |
Q1 2023 | $31,468,518 | 0.0% | 198,164 | 0.0% | 0.57% | 0.0% |
Q4 2022 | $31,468,518 | +10.7% | 198,164 | -0.1% | 0.57% | -1.5% |
Q3 2022 | $28,436,000 | -11.8% | 198,296 | -7.9% | 0.58% | -8.8% |
Q2 2022 | $32,251,000 | -8.4% | 215,268 | +7.6% | 0.64% | -8.2% |
Q1 2022 | $35,208,000 | +4.8% | 200,113 | +6.6% | 0.69% | +6.9% |
Q4 2021 | $33,582,000 | +6.2% | 187,768 | +0.5% | 0.65% | +0.2% |
Q3 2021 | $31,631,000 | +4.0% | 186,876 | +6.7% | 0.65% | -11.7% |
Q2 2021 | $30,414,000 | +4.3% | 175,136 | -0.5% | 0.73% | -49.0% |
Q1 2021 | $29,163,000 | +31.1% | 176,093 | +12.6% | 1.44% | +23.2% |
Q4 2020 | $22,243,000 | +33.8% | 156,409 | +4.1% | 1.17% | -8.3% |
Q3 2020 | $16,622,000 | +1.1% | 150,248 | -2.3% | 1.27% | -18.7% |
Q2 2020 | $16,447,000 | +11.4% | 153,826 | -7.5% | 1.56% | +9.8% |
Q1 2020 | $14,767,000 | -32.2% | 166,293 | +4.7% | 1.42% | -31.8% |
Q4 2019 | $21,765,000 | +12.9% | 158,790 | +6.2% | 2.09% | -0.0% |
Q3 2019 | $19,273,000 | -7.0% | 149,581 | -5.8% | 2.09% | -7.3% |
Q2 2019 | $20,730,000 | +8.7% | 158,798 | +7.2% | 2.25% | -6.3% |
Q1 2019 | $19,072,000 | -20.4% | 148,152 | -29.5% | 2.40% | -34.3% |
Q4 2018 | $23,958,000 | +16.1% | 210,046 | +41.8% | 3.66% | +15.4% |
Q3 2018 | $20,644,000 | +3.2% | 148,134 | +0.5% | 3.17% | -2.2% |
Q2 2018 | $20,006,000 | +8.7% | 147,327 | +3.6% | 3.24% | -9.6% |
Q1 2018 | $18,398,000 | +86.9% | 142,161 | +91.8% | 3.58% | +74.6% |
Q4 2017 | $9,842,000 | +2.7% | 74,126 | -1.2% | 2.05% | -10.0% |
Q3 2017 | $9,585,000 | -2.0% | 75,004 | -5.7% | 2.28% | -0.7% |
Q2 2017 | $9,778,000 | -3.5% | 79,554 | -3.5% | 2.30% | -22.1% |
Q1 2017 | $10,131,000 | +1.0% | 82,460 | -0.5% | 2.95% | -8.8% |
Q4 2016 | $10,030,000 | +8.1% | 82,891 | -1.2% | 3.23% | +2.9% |
Q3 2016 | $9,281,000 | +4.9% | 83,865 | -0.2% | 3.14% | +4.3% |
Q2 2016 | $8,851,000 | +59.4% | 84,050 | +54.2% | 3.01% | +63.9% |
Q1 2016 | $5,552,000 | +5.9% | 54,491 | +2.6% | 1.84% | +4.5% |
Q4 2015 | $5,245,000 | -1.3% | 53,104 | -3.2% | 1.76% | -6.2% |
Q3 2015 | $5,314,000 | -11.0% | 54,868 | -1.0% | 1.87% | -4.3% |
Q2 2015 | $5,972,000 | -0.8% | 55,397 | +0.7% | 1.96% | -13.6% |
Q1 2015 | $6,019,000 | +3.5% | 55,022 | +0.1% | 2.26% | +0.7% |
Q4 2014 | $5,816,000 | +7.1% | 54,988 | +1.0% | 2.25% | +0.4% |
Q3 2014 | $5,432,000 | -6.7% | 54,461 | -1.3% | 2.24% | -11.8% |
Q2 2014 | $5,819,000 | +2.4% | 55,158 | -2.3% | 2.54% | -3.5% |
Q1 2014 | $5,683,000 | +1.2% | 56,467 | -2.1% | 2.63% | -0.6% |
Q4 2013 | $5,615,000 | +5.4% | 57,662 | -2.3% | 2.65% | -6.2% |
Q3 2013 | $5,325,000 | +4.0% | 59,007 | -3.5% | 2.82% | -2.3% |
Q2 2013 | $5,119,000 | – | 61,157 | – | 2.89% | – |
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% |