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 | $2,691,365 | -18.8% | 16,875 | -15.8% | 0.08% | -17.8% |
| Q2 2023 | $3,314,559 | -11.3% | 20,040 | -14.8% | 0.10% | -16.5% |
| Q1 2023 | $3,735,908 | -20.9% | 23,532 | -20.9% | 0.12% | -25.3% |
| Q4 2022 | $4,724,938 | +10.9% | 29,754 | +0.1% | 0.16% | -18.6% |
| Q3 2022 | $4,261,000 | -4.2% | 29,717 | +0.1% | 0.20% | -4.8% |
| Q2 2022 | $4,450,000 | -15.3% | 29,700 | -0.6% | 0.21% | -6.7% |
| Q1 2022 | $5,256,000 | -4.3% | 29,874 | -2.7% | 0.22% | +4.7% |
| Q4 2021 | $5,490,000 | +5.7% | 30,693 | +0.0% | 0.21% | -14.4% |
| Q3 2021 | $5,193,000 | -3.2% | 30,681 | -0.7% | 0.25% | -12.0% |
| Q2 2021 | $5,365,000 | -1.3% | 30,893 | -5.9% | 0.28% | -8.1% |
| Q1 2021 | $5,435,000 | +0.1% | 32,816 | -14.1% | 0.31% | -7.2% |
| Q4 2020 | $5,431,000 | +8.5% | 38,187 | -15.6% | 0.33% | -4.6% |
| Q3 2020 | $5,004,000 | +2249.3% | 45,229 | +2166.0% | 0.35% | +1838.9% |
| Q2 2020 | $213,000 | -95.6% | 1,996 | -96.3% | 0.02% | -96.5% |
| Q1 2020 | $4,828,000 | -76.0% | 54,368 | -63.0% | 0.52% | -62.7% |
| Q4 2019 | $20,149,000 | +2.8% | 147,000 | -3.4% | 1.39% | +1.2% |
| Q3 2019 | $19,601,000 | -24.8% | 152,126 | -23.9% | 1.37% | -29.6% |
| Q2 2019 | $26,081,000 | -1.0% | 199,795 | -2.3% | 1.95% | -7.8% |
| Q1 2019 | $26,335,000 | +9.6% | 204,575 | -2.9% | 2.12% | -25.3% |
| Q4 2018 | $24,022,000 | -34.9% | 210,609 | -20.5% | 2.83% | -15.2% |
| Q3 2018 | $36,899,000 | -6.5% | 264,775 | -8.9% | 3.34% | -11.4% |
| Q2 2018 | $39,457,000 | +7.1% | 290,572 | +2.1% | 3.77% | -3.2% |
| Q1 2018 | $36,838,000 | +7.7% | 284,643 | +10.5% | 3.90% | -29.8% |
| Q4 2017 | $34,204,000 | +9.1% | 257,599 | +5.0% | 5.55% | +3.6% |
| Q3 2017 | $31,359,000 | +12.5% | 245,392 | +8.2% | 5.36% | +3.6% |
| Q2 2017 | $27,882,000 | +0.2% | 226,845 | +0.2% | 5.17% | -0.2% |
| Q1 2017 | $27,827,000 | +96.9% | 226,492 | +93.9% | 5.18% | +58.5% |
| Q4 2016 | $14,135,000 | +16.5% | 116,815 | +6.6% | 3.27% | +8.0% |
| Q3 2016 | $12,131,000 | +38.6% | 109,623 | +36.9% | 3.03% | +6.5% |
| Q2 2016 | $8,754,000 | +28.0% | 80,103 | +19.3% | 2.84% | +16.0% |
| Q1 2016 | $6,840,000 | -56.0% | 67,135 | -57.4% | 2.45% | -56.1% |
| Q4 2015 | $15,562,000 | -1.4% | 157,557 | -3.3% | 5.58% | +5.9% |
| Q3 2015 | $15,783,000 | -8.4% | 162,962 | +1.9% | 5.27% | -54.6% |
| Q2 2015 | $17,234,000 | +32.7% | 159,858 | +34.9% | 11.60% | -15.4% |
| Q1 2015 | $12,985,000 | +8.0% | 118,512 | +4.2% | 13.72% | +6.2% |
| Q4 2014 | $12,027,000 | +15.7% | 113,713 | +9.1% | 12.92% | -2.0% |
| Q3 2014 | $10,392,000 | +4.8% | 104,195 | +10.9% | 13.19% | -26.2% |
| Q2 2014 | $9,914,000 | – | 93,970 | – | 17.86% | – |
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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% |