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 | $1,017,617 | -2.1% | 6,380 | +1.5% | 0.04% | -4.3% |
| Q2 2023 | $1,039,325 | -6.9% | 6,284 | -10.7% | 0.05% | -20.7% |
| Q1 2023 | $1,116,872 | -1.1% | 7,035 | -1.1% | 0.06% | -7.9% |
| Q4 2022 | $1,129,577 | +14.6% | 7,113 | +3.4% | 0.06% | -8.7% |
| Q3 2022 | $986,000 | -6.1% | 6,878 | -1.9% | 0.07% | -28.1% |
| Q2 2022 | $1,050,000 | -89.2% | 7,011 | -87.3% | 0.10% | -88.3% |
| Q1 2022 | $9,739,000 | +6.2% | 55,352 | +4.2% | 0.82% | +4.0% |
| Q4 2021 | $9,171,000 | +1.5% | 53,132 | +8.6% | 0.79% | +2.6% |
| Q3 2021 | $9,039,000 | +11.5% | 48,929 | +5.0% | 0.77% | +3.2% |
| Q2 2021 | $8,110,000 | +7.1% | 46,597 | +6.0% | 0.75% | 0.0% |
| Q1 2021 | $7,569,000 | +6.3% | 43,978 | -2.8% | 0.75% | 0.0% |
| Q4 2020 | $7,122,000 | +46.0% | 45,255 | +5.9% | 0.75% | +15.3% |
| Q3 2020 | $4,878,000 | -0.6% | 42,753 | +2.0% | 0.65% | +2.2% |
| Q2 2020 | $4,905,000 | +45.1% | 41,901 | +10.1% | 0.64% | +11.2% |
| Q1 2020 | $3,380,000 | -27.0% | 38,066 | +12.4% | 0.57% | -6.1% |
| Q4 2019 | $4,630,000 | +15.8% | 33,858 | +9.1% | 0.61% | +5.9% |
| Q3 2019 | $4,000,000 | +10.9% | 31,042 | +12.4% | 0.57% | +6.9% |
| Q2 2019 | $3,606,000 | +5.8% | 27,626 | +4.3% | 0.54% | +1.7% |
| Q1 2019 | $3,409,000 | +17.9% | 26,481 | +4.5% | 0.53% | +4.6% |
| Q4 2018 | $2,891,000 | -11.8% | 25,349 | +7.7% | 0.50% | +4.3% |
| Q3 2018 | $3,279,000 | +7.7% | 23,527 | +4.9% | 0.48% | +2.1% |
| Q2 2018 | $3,044,000 | +9.9% | 22,418 | +4.8% | 0.47% | +5.8% |
| Q1 2018 | $2,770,000 | -6.8% | 21,401 | -4.4% | 0.45% | +5.7% |
| Q4 2017 | $2,972,000 | +15.8% | 22,387 | +11.5% | 0.42% | -23.7% |
| Q3 2017 | $2,566,000 | +16.4% | 20,082 | +12.0% | 0.56% | +0.4% |
| Q2 2017 | $2,204,000 | +8.4% | 17,931 | +8.3% | 0.55% | +3.4% |
| Q1 2017 | $2,034,000 | +21.6% | 16,554 | +19.7% | 0.54% | -13.8% |
| Q4 2016 | $1,673,000 | +24.5% | 13,830 | +13.9% | 0.62% | +10.9% |
| Q3 2016 | $1,344,000 | +17.6% | 12,145 | +11.9% | 0.56% | +8.3% |
| Q2 2016 | $1,143,000 | +24.6% | 10,849 | +20.6% | 0.52% | -7.7% |
| Q1 2016 | $917,000 | +64.3% | 8,997 | +59.3% | 0.56% | +130.9% |
| Q4 2015 | $558,000 | +108.2% | 5,649 | +104.0% | 0.24% | +31.4% |
| Q3 2015 | $268,000 | +98.5% | 2,769 | +120.8% | 0.18% | +122.9% |
| Q2 2015 | $135,000 | +694.1% | 1,254 | +637.6% | 0.08% | +937.5% |
| Q1 2014 | $17,000 | -65.3% | 170 | -66.0% | 0.01% | -52.9% |
| Q4 2013 | $49,000 | – | 500 | – | 0.02% | – |
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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% |