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 | $16,213,881 | -7.5% | 147,399 | +41.6% | 0.14% | -4.6% |
| Q2 2023 | $17,519,864 | +11.0% | 104,090 | +4.7% | 0.15% | +0.7% |
| Q1 2023 | $15,782,550 | +184.1% | 99,412 | -14.8% | 0.15% | -46.1% |
| Q4 2022 | $5,555,996 | -67.2% | 116,701 | -1.1% | 0.28% | +44.3% |
| Q3 2022 | $16,914,000 | +4.9% | 117,949 | +9.6% | 0.19% | +34.7% |
| Q2 2022 | $16,118,000 | -8.8% | 107,586 | +7.2% | 0.14% | +6.7% |
| Q1 2022 | $17,664,000 | +9.4% | 100,400 | +11.2% | 0.14% | +11.6% |
| Q4 2021 | $16,146,000 | -13.0% | 90,276 | -17.7% | 0.12% | +2.5% |
| Q3 2021 | $18,566,000 | +42.2% | 109,690 | +45.9% | 0.12% | +3.5% |
| Q2 2021 | $13,052,000 | +9.7% | 75,158 | +4.6% | 0.11% | 0.0% |
| Q1 2021 | $11,898,000 | +7.7% | 71,840 | -7.5% | 0.11% | -0.9% |
| Q4 2020 | $11,048,000 | +42.5% | 77,690 | +10.3% | 0.12% | +13.9% |
| Q3 2020 | $7,754,000 | +1.7% | 70,464 | -1.2% | 0.10% | -4.7% |
| Q2 2020 | $7,627,000 | +5.1% | 71,334 | -12.7% | 0.11% | -20.3% |
| Q1 2020 | $7,258,000 | -42.5% | 81,740 | -11.2% | 0.13% | -32.1% |
| Q4 2019 | $12,614,000 | +3.5% | 92,028 | -2.4% | 0.20% | +3.7% |
| Q3 2019 | $12,182,000 | +11.1% | 94,259 | +12.2% | 0.19% | -4.5% |
| Q2 2019 | $10,966,000 | -1.1% | 84,005 | -2.2% | 0.20% | -9.6% |
| Q1 2019 | $11,083,000 | +0.2% | 85,886 | -11.5% | 0.22% | -18.0% |
| Q4 2018 | $11,066,000 | -19.3% | 97,016 | -1.4% | 0.27% | -5.0% |
| Q3 2018 | $13,706,000 | +203.0% | 98,352 | +195.7% | 0.28% | +279.7% |
| Q2 2018 | $4,524,000 | -67.1% | 33,266 | -68.7% | 0.07% | -86.3% |
| Q1 2018 | $13,768,000 | +89.9% | 106,385 | +97.3% | 0.54% | +76.1% |
| Q4 2017 | $7,250,000 | -61.8% | 53,918 | -63.4% | 0.31% | -34.8% |
| Q3 2017 | $18,963,000 | +13.0% | 147,406 | +7.5% | 0.47% | +3.3% |
| Q2 2017 | $16,783,000 | +2.4% | 137,105 | +1.1% | 0.45% | -0.9% |
| Q1 2017 | $16,391,000 | +8.2% | 135,646 | +9.8% | 0.46% | -7.8% |
| Q4 2016 | $15,152,000 | +47.7% | 123,563 | +31.8% | 0.50% | +18.9% |
| Q3 2016 | $10,260,000 | +91.7% | 93,728 | +83.2% | 0.42% | +93.5% |
| Q2 2016 | $5,352,000 | +51.1% | 51,174 | +47.2% | 0.22% | +26.3% |
| Q1 2016 | $3,542,000 | -4.4% | 34,767 | -7.3% | 0.17% | -3.9% |
| Q4 2015 | $3,705,000 | +28.2% | 37,513 | +25.7% | 0.18% | +11.9% |
| Q3 2015 | $2,890,000 | +6.1% | 29,841 | +18.1% | 0.16% | +23.3% |
| Q2 2015 | $2,725,000 | +6.5% | 25,265 | +8.0% | 0.13% | -12.2% |
| Q1 2015 | $2,558,000 | +8.7% | 23,385 | +4.0% | 0.15% | -3.3% |
| Q4 2014 | $2,353,000 | -23.8% | 22,494 | -27.4% | 0.15% | -29.0% |
| Q3 2014 | $3,089,000 | +139.3% | 30,974 | +153.1% | 0.21% | +92.8% |
| Q2 2014 | $1,291,000 | +46.5% | 12,238 | +39.8% | 0.11% | +19.4% |
| Q1 2014 | $881,000 | +20.4% | 8,757 | +16.5% | 0.09% | +13.4% |
| Q4 2013 | $732,000 | – | 7,516 | – | 0.08% | – |
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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% |