VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,251,678 | -1.5% | 202,218 | +2.1% | 6.29% | +0.2% |
| Q2 2023 | $32,758,393 | +8.0% | 198,056 | +3.7% | 6.28% | +3.2% |
| Q1 2023 | $30,322,205 | -0.1% | 190,994 | -0.0% | 6.08% | -5.4% |
| Q4 2022 | $30,342,137 | +4.8% | 191,071 | -5.4% | 6.43% | -1.6% |
| Q3 2022 | $28,961,000 | -1.2% | 201,961 | +3.2% | 6.53% | +1.5% |
| Q2 2022 | $29,326,000 | -18.1% | 195,744 | -3.8% | 6.44% | -12.2% |
| Q1 2022 | $35,810,000 | +3.2% | 203,533 | +4.9% | 7.33% | +0.2% |
| Q4 2021 | $34,703,000 | +7.1% | 194,034 | +1.4% | 7.32% | -1.9% |
| Q3 2021 | $32,399,000 | +1.9% | 191,414 | +4.6% | 7.45% | -4.9% |
| Q2 2021 | $31,786,000 | +8.0% | 183,034 | +3.0% | 7.83% | +0.4% |
| Q1 2021 | $29,419,000 | +24.4% | 177,642 | +6.8% | 7.80% | +17.1% |
| Q4 2020 | $23,650,000 | +30.3% | 166,303 | +1.4% | 6.66% | +6.8% |
| Q3 2020 | $18,147,000 | +49.0% | 164,036 | +44.0% | 6.24% | +30.4% |
| Q2 2020 | $12,177,000 | +21.7% | 113,884 | +1.1% | 4.78% | -3.2% |
| Q1 2020 | $10,004,000 | -32.1% | 112,661 | +4.8% | 4.94% | -0.7% |
| Q4 2019 | $14,730,000 | +7.6% | 107,463 | +1.2% | 4.97% | -17.0% |
| Q3 2019 | $13,685,000 | -0.4% | 106,210 | +0.9% | 5.99% | +1.0% |
| Q2 2019 | $13,745,000 | +5.0% | 105,295 | +3.6% | 5.94% | +2.4% |
| Q1 2019 | $13,089,000 | +20.8% | 101,678 | +7.0% | 5.80% | +7.2% |
| Q4 2018 | $10,834,000 | -26.3% | 94,989 | -10.0% | 5.41% | -13.2% |
| Q3 2018 | $14,704,000 | +4.8% | 105,508 | +2.2% | 6.24% | -5.6% |
| Q2 2018 | $14,025,000 | +9.4% | 103,286 | +4.2% | 6.61% | +5.4% |
| Q1 2018 | $12,823,000 | +3.5% | 99,080 | +6.2% | 6.27% | +4.1% |
| Q4 2017 | $12,392,000 | +4.4% | 93,331 | +0.5% | 6.02% | +0.0% |
| Q3 2017 | $11,866,000 | +7.2% | 92,853 | +3.1% | 6.02% | +0.1% |
| Q2 2017 | $11,073,000 | +8.7% | 90,091 | +8.7% | 6.01% | +4.3% |
| Q1 2017 | $10,183,000 | +15.4% | 82,881 | +13.6% | 5.76% | +2.9% |
| Q4 2016 | $8,826,000 | +14.0% | 72,942 | +4.3% | 5.60% | +11.5% |
| Q3 2016 | $7,740,000 | +7.3% | 69,940 | +2.1% | 5.02% | +6.5% |
| Q2 2016 | $7,214,000 | +7.6% | 68,498 | +4.1% | 4.72% | +0.3% |
| Q1 2016 | $6,704,000 | +11.5% | 65,802 | +8.1% | 4.70% | +6.5% |
| Q4 2015 | $6,012,000 | +4.7% | 60,867 | +2.7% | 4.41% | -2.7% |
| Q3 2015 | $5,740,000 | -5.8% | 59,268 | +4.9% | 4.53% | +0.6% |
| Q2 2015 | $6,092,000 | +9.2% | 56,509 | +10.8% | 4.50% | +0.3% |
| Q1 2015 | $5,581,000 | +70.7% | 51,016 | +65.1% | 4.49% | +48.3% |
| Q4 2014 | $3,269,000 | – | 30,903 | – | 3.03% | – |
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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% |