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 | $5,003,724 | +2.3% | 31,373 | +6.1% | 0.34% | +4.6% |
Q2 2023 | $4,892,770 | +8.5% | 29,581 | +4.2% | 0.33% | +0.9% |
Q1 2023 | $4,508,071 | +4.2% | 28,396 | +4.3% | 0.32% | -2.7% |
Q4 2022 | $4,324,316 | +58.5% | 27,231 | +43.1% | 0.33% | +41.1% |
Q3 2022 | $2,729,000 | +9.0% | 19,030 | +13.8% | 0.24% | +12.4% |
Q2 2022 | $2,504,000 | -25.0% | 16,716 | -13.2% | 0.21% | -14.6% |
Q1 2022 | $3,340,000 | -2.0% | 19,267 | +1.1% | 0.25% | +5.1% |
Q4 2021 | $3,407,000 | +12.7% | 19,050 | +6.6% | 0.23% | +2.6% |
Q3 2021 | $3,024,000 | -4.3% | 17,865 | -1.8% | 0.23% | -7.3% |
Q2 2021 | $3,160,000 | +14.6% | 18,194 | +9.2% | 0.25% | +1.7% |
Q1 2021 | $2,758,000 | +34.7% | 16,655 | +15.7% | 0.24% | +21.0% |
Q4 2020 | $2,047,000 | +32.6% | 14,392 | +3.1% | 0.20% | -0.5% |
Q3 2020 | $1,544,000 | +13.9% | 13,959 | +10.0% | 0.20% | +4.1% |
Q2 2020 | $1,356,000 | +137.9% | 12,685 | +97.6% | 0.19% | +94.9% |
Q1 2020 | $570,000 | -35.7% | 6,420 | -0.8% | 0.10% | -14.7% |
Q4 2019 | $887,000 | -23.3% | 6,474 | -27.9% | 0.12% | -29.7% |
Q3 2019 | $1,157,000 | -0.7% | 8,982 | +0.7% | 0.16% | -2.9% |
Q2 2019 | $1,165,000 | +6.6% | 8,921 | +5.1% | 0.17% | +6.9% |
Q1 2019 | $1,093,000 | +5.7% | 8,492 | 0.0% | 0.16% | -3.0% |
Q4 2018 | $1,034,000 | +26.1% | 8,492 | +44.3% | 0.16% | +27.1% |
Q3 2018 | $820,000 | +2.6% | 5,883 | 0.0% | 0.13% | -3.7% |
Q2 2018 | $799,000 | +12.9% | 5,883 | +7.6% | 0.13% | +8.1% |
Q1 2018 | $708,000 | -2.2% | 5,468 | +0.3% | 0.12% | -1.6% |
Q4 2017 | $724,000 | +4.8% | 5,451 | +0.8% | 0.13% | 0.0% |
Q3 2017 | $691,000 | +4.2% | 5,408 | +0.2% | 0.13% | +0.8% |
Q2 2017 | $663,000 | +10.3% | 5,395 | +10.2% | 0.12% | +5.9% |
Q1 2017 | $601,000 | +1.7% | 4,895 | +0.3% | 0.12% | -0.8% |
Q4 2016 | $591,000 | +9.9% | 4,882 | +0.5% | 0.12% | +8.2% |
Q3 2016 | $538,000 | +17.7% | 4,860 | +12.0% | 0.11% | +13.4% |
Q2 2016 | $457,000 | +3.6% | 4,340 | +0.2% | 0.10% | 0.0% |
Q1 2016 | $441,000 | +8.6% | 4,332 | +5.4% | 0.10% | -3.0% |
Q4 2015 | $406,000 | +3.3% | 4,110 | +1.3% | 0.10% | -4.8% |
Q3 2015 | $393,000 | -0.3% | 4,056 | +10.9% | 0.10% | +4.0% |
Q2 2015 | $394,000 | -1.5% | 3,656 | +0.1% | 0.10% | 0.0% |
Q1 2015 | $400,000 | +3.6% | 3,654 | 0.0% | 0.10% | -2.9% |
Q4 2014 | $386,000 | +7.2% | 3,654 | +1.3% | 0.10% | -5.5% |
Q3 2014 | $360,000 | -5.5% | 3,607 | 0.0% | 0.11% | -7.6% |
Q2 2014 | $381,000 | +5.0% | 3,607 | 0.0% | 0.12% | -2.5% |
Q1 2014 | $363,000 | +4.9% | 3,607 | +1.4% | 0.12% | -3.2% |
Q4 2013 | $346,000 | +7.8% | 3,557 | 0.0% | 0.13% | -3.8% |
Q3 2013 | $321,000 | +7.7% | 3,557 | 0.0% | 0.13% | -6.4% |
Q2 2013 | $298,000 | +2.1% | 3,557 | 0.0% | 0.14% | -5.4% |
Q1 2013 | $292,000 | +33.9% | 3,557 | +18.6% | 0.15% | +4.2% |
Q4 2012 | $218,000 | – | 3,000 | – | 0.14% | – |
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% |