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 | $358,858 | -2.7% | 2,250 | +0.9% | 0.04% | -7.5% |
| Q2 2023 | $368,848 | +4.5% | 2,230 | +0.3% | 0.04% | +5.3% |
| Q1 2023 | $353,088 | -0.0% | 2,224 | 0.0% | 0.04% | -5.0% |
| Q4 2022 | $353,245 | -29.4% | 2,224 | -36.1% | 0.04% | -31.0% |
| Q3 2022 | $500,000 | -4.0% | 3,483 | +0.2% | 0.06% | +7.4% |
| Q2 2022 | $521,000 | -14.7% | 3,477 | +0.2% | 0.05% | -1.8% |
| Q1 2022 | $611,000 | +2.9% | 3,471 | +4.5% | 0.06% | +25.0% |
| Q4 2021 | $594,000 | +5.9% | 3,322 | +0.3% | 0.04% | -4.3% |
| Q3 2021 | $561,000 | -2.4% | 3,313 | +0.1% | 0.05% | -4.2% |
| Q2 2021 | $575,000 | +66.7% | 3,309 | +58.7% | 0.05% | +54.8% |
| Q1 2021 | $345,000 | +12.4% | 2,085 | -3.2% | 0.03% | +3.3% |
| Q4 2020 | $307,000 | +17.6% | 2,155 | -8.6% | 0.03% | +3.4% |
| Q3 2020 | $261,000 | -6.8% | 2,357 | -10.0% | 0.03% | -12.1% |
| Q2 2020 | $280,000 | +31.5% | 2,619 | +9.4% | 0.03% | +10.0% |
| Q1 2020 | $213,000 | -68.3% | 2,395 | -51.2% | 0.03% | -14.3% |
| Q4 2019 | $672,000 | +112.0% | 4,903 | +99.0% | 0.04% | -18.6% |
| Q3 2019 | $317,000 | +10.5% | 2,464 | +12.7% | 0.04% | -47.6% |
| Q2 2019 | $287,000 | +1.8% | 2,187 | +0.1% | 0.08% | +10.8% |
| Q1 2019 | $282,000 | +14.2% | 2,184 | +0.5% | 0.07% | 0.0% |
| Q4 2018 | $247,000 | -16.8% | 2,174 | +2.8% | 0.07% | -14.0% |
| Q3 2018 | $297,000 | +3.5% | 2,115 | +0.2% | 0.09% | -12.2% |
| Q2 2018 | $287,000 | -13.8% | 2,110 | -18.1% | 0.10% | -9.3% |
| Q1 2018 | $333,000 | +0.9% | 2,576 | +3.5% | 0.11% | +2.9% |
| Q4 2017 | $330,000 | +3.1% | 2,490 | 0.0% | 0.10% | -13.9% |
| Q3 2017 | $320,000 | +1.9% | 2,490 | -2.2% | 0.12% | -6.9% |
| Q2 2017 | $314,000 | +6.8% | 2,545 | +6.5% | 0.13% | +3.1% |
| Q1 2017 | $294,000 | -2.3% | 2,390 | -4.0% | 0.13% | +18.7% |
| Q4 2016 | $301,000 | +9.5% | 2,490 | 0.0% | 0.11% | -9.3% |
| Q3 2016 | $275,000 | +4.6% | 2,490 | 0.0% | 0.12% | 0.0% |
| Q2 2016 | $263,000 | +4.0% | 2,490 | 0.0% | 0.12% | -9.9% |
| Q1 2016 | $253,000 | – | 2,490 | – | 0.13% | – |
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% |