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 | $43,171,436 | +18.2% | 270,684 | +22.6% | 2.23% | +24.1% |
| Q2 2023 | $36,512,985 | -3.8% | 220,756 | -7.7% | 1.80% | -8.0% |
| Q1 2023 | $37,972,703 | -29.4% | 239,183 | -29.4% | 1.96% | -29.0% |
| Q4 2022 | $53,769,868 | +2.6% | 338,601 | -7.4% | 2.76% | -19.7% |
| Q3 2022 | $52,410,000 | -20.8% | 365,482 | -17.3% | 3.43% | -26.2% |
| Q2 2022 | $66,203,000 | -26.4% | 441,883 | -13.6% | 4.65% | -37.0% |
| Q1 2022 | $89,985,000 | -55.6% | 511,453 | -55.5% | 7.39% | -7.5% |
| Q4 2021 | $202,529,000 | +123.0% | 1,150,291 | +114.4% | 7.99% | +5.7% |
| Q3 2021 | $90,819,000 | -15.2% | 536,566 | -13.0% | 7.55% | -17.8% |
| Q2 2021 | $107,083,000 | +2.2% | 616,623 | -2.5% | 9.19% | -23.3% |
| Q1 2021 | $104,784,000 | +17.4% | 632,713 | +0.8% | 11.99% | +25.2% |
| Q4 2020 | $89,240,000 | +29.5% | 627,522 | +0.8% | 9.58% | -7.1% |
| Q3 2020 | $68,894,000 | +4.1% | 622,740 | +0.6% | 10.30% | -2.0% |
| Q2 2020 | $66,181,000 | +325.8% | 618,976 | +253.6% | 10.52% | +211.2% |
| Q1 2020 | $15,542,000 | +932.0% | 175,026 | +1493.2% | 3.38% | +1065.5% |
| Q4 2019 | $1,506,000 | +30.2% | 10,986 | +22.3% | 0.29% | +23.9% |
| Q3 2019 | $1,157,000 | -90.8% | 8,982 | -6.0% | 0.23% | -2.9% |
| Q2 2019 | $12,516,000 | +938.7% | 9,559 | +2.1% | 0.24% | +5.7% |
| Q1 2019 | $1,205,000 | -1.3% | 9,362 | -10.6% | 0.23% | -13.6% |
| Q4 2018 | $1,221,000 | -71.8% | 10,467 | -66.3% | 0.26% | -71.4% |
| Q3 2018 | $4,328,000 | +2.6% | 31,054 | 0.0% | 0.92% | -4.2% |
| Q2 2018 | $4,217,000 | +317.9% | 31,054 | +298.2% | 0.96% | +262.0% |
| Q1 2018 | $1,009,000 | -81.0% | 7,799 | -80.5% | 0.27% | -79.5% |
| Q4 2017 | $5,323,000 | +8.0% | 40,089 | +4.0% | 1.30% | +10.9% |
| Q3 2017 | $4,928,000 | +20.1% | 38,564 | +15.5% | 1.17% | +2.4% |
| Q2 2017 | $4,104,000 | +11.3% | 33,393 | +11.2% | 1.14% | +27.5% |
| Q1 2017 | $3,688,000 | -41.1% | 30,018 | -42.0% | 0.90% | -47.6% |
| Q4 2016 | $6,261,000 | +3.5% | 51,746 | -5.3% | 1.71% | +37.3% |
| Q3 2016 | $6,047,000 | +105.8% | 54,645 | +95.8% | 1.25% | +50.3% |
| Q2 2016 | $2,939,000 | -46.3% | 27,908 | -48.1% | 0.83% | -83.7% |
| Q1 2016 | $5,474,000 | -40.4% | 53,730 | -43.1% | 5.10% | -62.0% |
| Q4 2015 | $9,190,000 | +1783.2% | 94,432 | +1775.5% | 13.40% | +4790.5% |
| Q3 2015 | $488,000 | -68.0% | 5,035 | -64.2% | 0.27% | -91.0% |
| Q2 2015 | $1,525,000 | -50.6% | 14,073 | -49.9% | 3.04% | -3.5% |
| Q1 2015 | $3,090,000 | +6.7% | 28,073 | 0.0% | 3.15% | -24.0% |
| Q4 2014 | $2,895,000 | -3.6% | 28,073 | -1.6% | 4.14% | +6.4% |
| Q3 2014 | $3,003,000 | +71.3% | 28,517 | +61.5% | 3.89% | +114.6% |
| Q1 2014 | $1,753,000 | -74.8% | 17,660 | -75.2% | 1.81% | -38.5% |
| Q4 2013 | $6,946,000 | +7.1% | 71,337 | -0.7% | 2.95% | -13.0% |
| Q3 2013 | $6,483,000 | +8.1% | 71,846 | +0.3% | 3.39% | -56.6% |
| Q2 2013 | $5,998,000 | – | 71,666 | – | 7.81% | – |
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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% |