VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,623,825 | -6.5% | 135,581 | -3.1% | 3.68% | -3.7% |
| Q2 2023 | $23,133,025 | +2.7% | 139,861 | -1.4% | 3.82% | -4.2% |
| Q1 2023 | $22,517,977 | -1.6% | 141,837 | -1.5% | 3.99% | -7.9% |
| Q4 2022 | $22,874,685 | +13.3% | 144,047 | +2.3% | 4.33% | +2.4% |
| Q3 2022 | $20,186,000 | -7.5% | 140,765 | -3.3% | 4.22% | -0.9% |
| Q2 2022 | $21,819,000 | -13.2% | 145,632 | +1.9% | 4.26% | -0.2% |
| Q1 2022 | $25,134,000 | +0.7% | 142,854 | +2.3% | 4.27% | -2.4% |
| Q4 2021 | $24,965,000 | +3.0% | 139,584 | -2.5% | 4.38% | -7.0% |
| Q3 2021 | $24,239,000 | -5.7% | 143,208 | -3.2% | 4.70% | -6.6% |
| Q2 2021 | $25,701,000 | +5.3% | 147,998 | +0.4% | 5.04% | -4.7% |
| Q1 2021 | $24,409,000 | +10.8% | 147,388 | -4.9% | 5.28% | +3.1% |
| Q4 2020 | $22,039,000 | +28.5% | 154,977 | -0.1% | 5.13% | +10.2% |
| Q3 2020 | $17,155,000 | +6.4% | 155,066 | +2.9% | 4.65% | +3.0% |
| Q2 2020 | $16,117,000 | +34.2% | 150,737 | +11.4% | 4.52% | +8.4% |
| Q1 2020 | $12,014,000 | -50.1% | 135,294 | -23.0% | 4.17% | -38.0% |
| Q4 2019 | $24,090,000 | +8.4% | 175,750 | +1.9% | 6.73% | -0.6% |
| Q3 2019 | $22,233,000 | -1.2% | 172,552 | +0.1% | 6.77% | -0.2% |
| Q2 2019 | $22,512,000 | +3.6% | 172,454 | +2.1% | 6.78% | +0.1% |
| Q1 2019 | $21,735,000 | +14.6% | 168,843 | +1.5% | 6.78% | -0.6% |
| Q4 2018 | $18,973,000 | -19.9% | 166,343 | -2.2% | 6.82% | -6.8% |
| Q3 2018 | $23,698,000 | +2.3% | 170,050 | -0.3% | 7.31% | -2.5% |
| Q2 2018 | $23,167,000 | +2.8% | 170,612 | -2.0% | 7.50% | +0.5% |
| Q1 2018 | $22,532,000 | +1.0% | 174,099 | +3.6% | 7.46% | +2.0% |
| Q4 2017 | $22,311,000 | +3.7% | 168,032 | -0.2% | 7.32% | -2.2% |
| Q3 2017 | $21,518,000 | +5.7% | 168,385 | +1.7% | 7.48% | -1.2% |
| Q2 2017 | $20,352,000 | +4.0% | 165,589 | +3.9% | 7.58% | -2.6% |
| Q1 2017 | $19,578,000 | +1.1% | 159,352 | -0.4% | 7.78% | -9.7% |
| Q4 2016 | $19,363,000 | +7.3% | 160,021 | -1.9% | 8.62% | +3.2% |
| Q3 2016 | $18,042,000 | +5.1% | 163,043 | -0.0% | 8.35% | +0.4% |
| Q2 2016 | $17,171,000 | +8.2% | 163,060 | +4.7% | 8.32% | +5.0% |
| Q1 2016 | $15,866,000 | +3.6% | 155,728 | +0.4% | 7.92% | +4.6% |
| Q4 2015 | $15,320,000 | +3.7% | 155,110 | +1.6% | 7.57% | -4.5% |
| Q3 2015 | $14,780,000 | -0.9% | 152,609 | +10.3% | 7.94% | -1.1% |
| Q2 2015 | $14,921,000 | -2.6% | 138,402 | -1.1% | 8.02% | -9.0% |
| Q1 2015 | $15,313,000 | -1.5% | 139,972 | -4.8% | 8.82% | -3.5% |
| Q4 2014 | $15,547,000 | – | 146,985 | – | 9.13% | – |
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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% |