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 | $15,522,606 | -1.1% | 97,326 | +2.6% | 1.05% | +2.8% |
| Q2 2023 | $15,690,773 | +4.3% | 94,865 | +0.1% | 1.02% | -1.1% |
| Q1 2023 | $15,042,698 | -1.8% | 94,751 | -1.8% | 1.03% | -10.7% |
| Q4 2022 | $15,315,704 | +9.6% | 96,446 | -1.0% | 1.16% | 0.0% |
| Q3 2022 | $13,976,000 | -4.1% | 97,463 | +0.2% | 1.16% | -21.4% |
| Q2 2022 | $14,566,000 | -15.2% | 97,226 | -0.4% | 1.47% | -0.6% |
| Q1 2022 | $17,170,000 | +4.2% | 97,590 | +5.9% | 1.48% | +8.7% |
| Q4 2021 | $16,481,000 | +3.7% | 92,150 | -1.8% | 1.36% | +3.9% |
| Q3 2021 | $15,889,000 | -6.8% | 93,876 | -4.4% | 1.31% | -23.5% |
| Q2 2021 | $17,056,000 | +3.5% | 98,219 | -1.3% | 1.71% | -2.7% |
| Q1 2021 | $16,473,000 | +14.1% | 99,474 | -2.0% | 1.76% | -1.1% |
| Q4 2020 | $14,438,000 | +25.9% | 101,526 | -2.0% | 1.78% | +8.9% |
| Q3 2020 | $11,466,000 | +1.3% | 103,649 | -2.1% | 1.64% | -7.7% |
| Q2 2020 | $11,314,000 | +40.3% | 105,822 | +16.5% | 1.77% | +11.5% |
| Q1 2020 | $8,064,000 | -21.5% | 90,811 | +21.1% | 1.59% | -3.6% |
| Q4 2019 | $10,277,000 | +71.1% | 74,982 | +60.8% | 1.65% | +56.7% |
| Q3 2019 | $6,006,000 | -0.7% | 46,618 | +0.6% | 1.05% | -3.0% |
| Q2 2019 | $6,047,000 | +2.0% | 46,321 | +0.6% | 1.08% | -13.7% |
| Q1 2019 | $5,929,000 | +12.8% | 46,064 | -0.0% | 1.26% | -0.9% |
| Q4 2018 | $5,254,000 | -20.8% | 46,071 | -3.2% | 1.27% | -10.5% |
| Q3 2018 | $6,634,000 | +1.9% | 47,604 | -0.7% | 1.42% | -3.5% |
| Q2 2018 | $6,511,000 | +4.8% | 47,952 | -0.1% | 1.47% | +2.1% |
| Q1 2018 | $6,212,000 | -4.2% | 47,996 | -1.7% | 1.44% | -0.9% |
| Q4 2017 | $6,483,000 | +3.9% | 48,828 | +0.0% | 1.45% | -29.3% |
| Q3 2017 | $6,238,000 | +6.6% | 48,818 | +2.5% | 2.05% | -14.1% |
| Q2 2017 | $5,854,000 | -7.7% | 47,632 | -7.7% | 2.39% | +12.9% |
| Q1 2017 | $6,339,000 | +6.5% | 51,593 | +4.9% | 2.12% | -4.8% |
| Q4 2016 | $5,952,000 | +11.5% | 49,194 | +2.0% | 2.22% | +6.3% |
| Q3 2016 | $5,336,000 | -45.5% | 48,218 | -49.0% | 2.09% | -1.5% |
| Q2 2016 | $9,793,000 | +106.7% | 94,507 | +103.3% | 2.12% | +1.2% |
| Q1 2016 | $4,737,000 | +8.9% | 46,493 | +5.6% | 2.10% | -11.9% |
| Q4 2015 | $4,351,000 | +3.9% | 44,048 | +1.9% | 2.38% | -3.0% |
| Q3 2015 | $4,187,000 | -4.2% | 43,233 | +6.6% | 2.45% | -28.1% |
| Q2 2015 | $4,371,000 | +1.8% | 40,545 | +3.3% | 3.41% | +2.9% |
| Q1 2015 | $4,294,000 | +6.4% | 39,254 | +2.9% | 3.32% | +3.2% |
| Q4 2014 | $4,036,000 | +11.3% | 38,156 | +5.0% | 3.21% | +4.2% |
| Q3 2014 | $3,626,000 | -6.8% | 36,351 | -1.4% | 3.08% | -5.5% |
| Q2 2014 | $3,890,000 | +2.4% | 36,876 | -2.3% | 3.26% | +2.9% |
| Q1 2014 | $3,798,000 | -0.3% | 37,735 | -3.5% | 3.17% | -12.2% |
| Q4 2013 | $3,809,000 | – | 39,123 | – | 3.61% | – |
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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% |