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 | $55,768,311 | -0.9% | 349,667 | +2.8% | 1.22% | -1.3% |
| Q2 2023 | $56,253,425 | +14.1% | 340,105 | +9.5% | 1.23% | +4.1% |
| Q1 2023 | $49,318,644 | -0.2% | 310,649 | +4.6% | 1.18% | -3.7% |
| Q4 2022 | $49,437,296 | +8775.6% | 297,046 | +7553.9% | 1.23% | +3051.3% |
| Q3 2022 | $557,000 | +169.1% | 3,881 | +66.4% | 0.04% | +34.5% |
| Q1 2020 | $207,000 | -96.8% | 2,333 | -95.1% | 0.03% | -95.5% |
| Q4 2019 | $6,520,000 | +10.1% | 47,568 | +3.5% | 0.65% | +3.5% |
| Q3 2019 | $5,920,000 | -22.0% | 45,947 | -20.9% | 0.62% | -23.3% |
| Q2 2019 | $7,586,000 | +7.3% | 58,114 | +5.9% | 0.82% | +0.9% |
| Q1 2019 | $7,067,000 | +79.3% | 54,898 | +58.9% | 0.81% | +56.0% |
| Q4 2018 | $3,941,000 | -20.6% | 34,548 | -3.0% | 0.52% | -6.8% |
| Q3 2018 | $4,963,000 | +111.7% | 35,615 | +106.3% | 0.56% | +112.2% |
| Q2 2018 | $2,344,000 | +725.4% | 17,263 | +685.4% | 0.26% | +608.1% |
| Q1 2018 | $284,000 | -24.5% | 2,198 | -22.4% | 0.04% | -11.9% |
| Q4 2017 | $376,000 | +38.2% | 2,834 | +33.1% | 0.04% | +35.5% |
| Q3 2017 | $272,000 | -17.1% | 2,130 | -20.1% | 0.03% | -22.5% |
| Q2 2017 | $328,000 | 0.0% | 2,667 | 0.0% | 0.04% | -7.0% |
| Q1 2017 | $328,000 | – | 2,667 | – | 0.04% | – |
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% |