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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $5,167,783 | +35.3% | 28,715 | +19.9% | 0.18% | +14.1% |
Q3 2023 | $3,819,435 | +15.7% | 23,948 | +20.0% | 0.16% | +11.4% |
Q2 2023 | $3,300,440 | +18.8% | 19,954 | +14.1% | 0.14% | +8.5% |
Q1 2023 | $2,777,165 | +51.9% | 17,493 | +52.0% | 0.13% | +37.2% |
Q4 2022 | $1,828,089 | +63.4% | 11,512 | +47.6% | 0.09% | +44.6% |
Q3 2022 | $1,119,000 | +86.2% | 7,801 | +94.4% | 0.06% | +75.7% |
Q2 2022 | $601,000 | -13.6% | 4,013 | +1.5% | 0.04% | +15.6% |
Q1 2022 | $696,000 | -7.6% | 3,953 | -6.1% | 0.03% | -13.5% |
Q4 2021 | $753,000 | +8.5% | 4,209 | +2.7% | 0.04% | -31.5% |
Q3 2021 | $694,000 | -4.9% | 4,098 | -2.6% | 0.05% | -8.5% |
Q2 2021 | $730,000 | +0.4% | 4,206 | -4.2% | 0.06% | -18.1% |
Q1 2021 | $727,000 | -3.5% | 4,390 | -17.1% | 0.07% | -20.0% |
Q4 2020 | $753,000 | -14.3% | 5,297 | -33.3% | 0.09% | -29.7% |
Q3 2020 | $879,000 | -5.1% | 7,945 | -8.3% | 0.13% | -11.7% |
Q2 2020 | $926,000 | -4.2% | 8,664 | -20.5% | 0.14% | -11.0% |
Q1 2020 | $967,000 | -71.9% | 10,893 | -56.7% | 0.16% | -72.3% |
Q4 2019 | $3,447,000 | +4.6% | 25,149 | -1.7% | 0.59% | -1.2% |
Q3 2019 | $3,296,000 | -2.8% | 25,583 | -1.5% | 0.60% | -2.0% |
Q2 2019 | $3,392,000 | -1.3% | 25,982 | -2.7% | 0.61% | -6.2% |
Q1 2019 | $3,438,000 | +9.7% | 26,710 | -2.8% | 0.65% | +1.9% |
Q4 2018 | $3,135,000 | +23.7% | 27,484 | +51.2% | 0.64% | +14.8% |
Q3 2018 | $2,534,000 | -46.9% | 18,183 | -51.3% | 0.55% | -54.9% |
Q3 2017 | $4,774,000 | +13.8% | 37,359 | +9.5% | 1.23% | +8.6% |
Q2 2017 | $4,194,000 | +8.7% | 34,125 | +8.6% | 1.13% | +1.3% |
Q1 2017 | $3,859,000 | +5.6% | 31,413 | +4.0% | 1.12% | +2.0% |
Q4 2016 | $3,654,000 | +9.7% | 30,195 | +0.3% | 1.10% | +2.3% |
Q3 2016 | $3,330,000 | +12.2% | 30,093 | +6.8% | 1.07% | +5.0% |
Q2 2016 | $2,968,000 | +12.6% | 28,180 | +9.1% | 1.02% | +8.1% |
Q1 2016 | $2,635,000 | +253.7% | 25,827 | +242.3% | 0.94% | +192.0% |
Q4 2015 | $745,000 | – | 7,546 | – | 0.32% | – |
Download |
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% |