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 | $36,205 | -3.6% | 227 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $37,546 | -14.6% | 227 | -18.1% | 0.01% | -16.7% |
| Q1 2023 | $43,977 | -24.5% | 277 | -24.5% | 0.01% | -25.0% |
| Q4 2022 | $58,280 | +10.0% | 367 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $53,000 | -3.6% | 367 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $55,000 | -15.4% | 367 | 0.0% | 0.01% | -11.1% |
| Q1 2022 | $65,000 | -39.8% | 367 | -39.0% | 0.01% | -30.8% |
| Q4 2021 | $108,000 | +45.9% | 602 | +37.8% | 0.01% | +30.0% |
| Q3 2021 | $74,000 | -17.8% | 437 | -15.5% | 0.01% | -16.7% |
| Q2 2021 | $90,000 | +4.7% | 517 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $86,000 | +75.5% | 517 | +50.7% | 0.01% | +50.0% |
| Q4 2020 | $49,000 | +44.1% | 343 | +11.7% | 0.01% | +14.3% |
| Q3 2020 | $34,000 | +3.0% | 307 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $33,000 | +22.2% | 307 | 0.0% | 0.01% | +16.7% |
| Q1 2020 | $27,000 | -62.0% | 307 | -40.4% | 0.01% | -57.1% |
| Q4 2019 | $71,000 | -11.2% | 515 | -16.5% | 0.01% | -12.5% |
| Q3 2019 | $80,000 | -1.2% | 617 | 0.0% | 0.02% | -5.9% |
| Q2 2019 | $81,000 | +2.5% | 617 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $79,000 | -30.1% | 617 | -37.5% | 0.02% | -34.6% |
| Q4 2018 | $113,000 | -50.9% | 987 | -40.1% | 0.03% | -74.8% |
| Q3 2018 | $230,000 | +100.0% | 1,648 | +94.6% | 0.10% | +329.2% |
| Q2 2018 | $115,000 | +4.5% | 847 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $110,000 | -6.0% | 847 | -3.9% | 0.02% | -4.0% |
| Q4 2017 | $117,000 | -4.9% | 881 | -8.1% | 0.02% | -7.4% |
| Q3 2017 | $123,000 | -54.8% | 959 | -56.6% | 0.03% | -56.5% |
| Q2 2017 | $272,000 | 0.0% | 2,211 | 0.0% | 0.06% | -3.1% |
| Q1 2017 | $272,000 | +0.4% | 2,211 | -1.4% | 0.06% | -3.0% |
| Q4 2016 | $271,000 | +55.7% | 2,243 | +42.4% | 0.07% | +164.0% |
| Q3 2016 | $174,000 | -7.0% | 1,575 | -11.4% | 0.02% | -51.9% |
| Q2 2016 | $187,000 | +4.5% | 1,778 | +1.4% | 0.05% | -18.8% |
| Q1 2016 | $179,000 | +4.1% | 1,753 | +0.8% | 0.06% | -3.0% |
| Q4 2015 | $172,000 | +493.1% | 1,739 | +472.0% | 0.07% | +450.0% |
| Q3 2015 | $29,000 | +38.1% | 304 | +54.3% | 0.01% | +50.0% |
| Q2 2015 | $21,000 | -4.5% | 197 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $22,000 | +4.8% | 197 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $21,000 | +5.0% | 197 | 0.0% | 0.01% | -11.1% |
| Q3 2014 | $20,000 | -35.5% | 197 | -33.4% | 0.01% | -40.0% |
| Q2 2014 | $31,000 | +3.3% | 296 | 0.0% | 0.02% | -6.2% |
| Q1 2014 | $30,000 | +3.4% | 296 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $29,000 | +7.4% | 296 | 0.0% | 0.02% | -5.9% |
| Q3 2013 | $27,000 | +8.0% | 296 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $25,000 | – | 296 | – | 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% |