VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,926,336 | -10.2% | 25,994 | +2.6% | 0.21% | -6.6% |
| Q2 2023 | $4,371,643 | +55.1% | 25,344 | +41.5% | 0.23% | +38.4% |
| Q1 2023 | $2,819,101 | -19.8% | 17,905 | -10.5% | 0.16% | -23.7% |
| Q4 2022 | $3,513,443 | +5.5% | 20,007 | -3.5% | 0.22% | -9.7% |
| Q3 2022 | $3,330,000 | +2.1% | 20,743 | +4.7% | 0.24% | +0.8% |
| Q2 2022 | $3,260,000 | +1.1% | 19,814 | -1.7% | 0.24% | -4.1% |
| Q1 2022 | $3,223,000 | -5.3% | 20,152 | +1.4% | 0.25% | +2.1% |
| Q4 2021 | $3,404,000 | -2.8% | 19,868 | +4.8% | 0.24% | -2.0% |
| Q3 2021 | $3,503,000 | -45.0% | 18,963 | -49.5% | 0.25% | +3.8% |
| Q2 2021 | $6,372,000 | +92.4% | 37,532 | +95.5% | 0.24% | -13.2% |
| Q1 2021 | $3,312,000 | +14.5% | 19,194 | +0.6% | 0.27% | -0.4% |
| Q4 2020 | $2,893,000 | +25.2% | 19,078 | -1.3% | 0.27% | 0.0% |
| Q3 2020 | $2,310,000 | +10.1% | 19,325 | +1.7% | 0.27% | +4.6% |
| Q2 2020 | $2,099,000 | +18.6% | 19,011 | +2.0% | 0.26% | -4.0% |
| Q1 2020 | $1,770,000 | -12.7% | 18,643 | +27.8% | 0.27% | +9.2% |
| Q4 2019 | $2,028,000 | +7.2% | 14,585 | +0.6% | 0.25% | -6.0% |
| Q3 2019 | $1,891,000 | +1.3% | 14,499 | +0.3% | 0.27% | -0.7% |
| Q2 2019 | $1,867,000 | -2.0% | 14,457 | +0.5% | 0.27% | -5.0% |
| Q1 2019 | $1,905,000 | +8.1% | 14,391 | -0.8% | 0.28% | +8.0% |
| Q4 2018 | $1,762,000 | +3.7% | 14,505 | +6.1% | 0.26% | +3.2% |
| Q3 2018 | $1,699,000 | -7.2% | 13,665 | +1.4% | 0.25% | -10.9% |
| Q2 2018 | $1,830,000 | +5.2% | 13,474 | +0.3% | 0.28% | -4.7% |
| Q1 2018 | $1,739,000 | -6.5% | 13,433 | -4.0% | 0.30% | -2.0% |
| Q4 2017 | $1,859,000 | +5.7% | 13,998 | +1.7% | 0.30% | +1.3% |
| Q3 2017 | $1,759,000 | +425.1% | 13,768 | +398.5% | 0.30% | +244.8% |
| Q2 2017 | $335,000 | -79.8% | 2,762 | -79.6% | 0.09% | -81.5% |
| Q1 2017 | $1,662,000 | +65.2% | 13,527 | +62.7% | 0.47% | +28.3% |
| Q4 2016 | $1,006,000 | +10.1% | 8,312 | +0.7% | 0.37% | +1.1% |
| Q3 2016 | $914,000 | 0.0% | 8,258 | -4.8% | 0.36% | -17.5% |
| Q2 2016 | $914,000 | +3.7% | 8,677 | +0.3% | 0.44% | -3.5% |
| Q1 2016 | $881,000 | -0.3% | 8,650 | -3.4% | 0.46% | +8.1% |
| Q4 2015 | $884,000 | +4.0% | 8,951 | +2.0% | 0.42% | -11.0% |
| Q3 2015 | $850,000 | -16.7% | 8,775 | -7.2% | 0.47% | +2.2% |
| Q2 2015 | $1,020,000 | -1.4% | 9,460 | -3.3% | 0.46% | +1.8% |
| Q1 2015 | $1,034,000 | +3.4% | 9,785 | +3.4% | 0.46% | +7.8% |
| Q4 2014 | $1,000,000 | – | 9,460 | – | 0.42% | – |
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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% |