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 | $168,252 | -3.0% | 1,055 | +0.6% | 0.08% | 0.0% |
Q2 2023 | $173,527 | +4.8% | 1,049 | +0.6% | 0.08% | +3.8% |
Q1 2023 | $165,644 | +0.6% | 1,043 | +0.6% | 0.08% | -2.5% |
Q4 2022 | $164,731 | +11.3% | 1,037 | +0.7% | 0.08% | +3.9% |
Q3 2022 | $148,000 | -3.9% | 1,030 | +0.5% | 0.08% | +1.3% |
Q2 2022 | $154,000 | -14.0% | 1,025 | +0.5% | 0.08% | +1.3% |
Q1 2022 | $179,000 | +4.7% | 1,020 | +1.0% | 0.08% | -1.3% |
Q3 2021 | $171,000 | -2.3% | 1,010 | +0.4% | 0.08% | -1.3% |
Q2 2021 | $175,000 | +5.4% | 1,006 | +0.4% | 0.08% | +1.3% |
Q1 2021 | $166,000 | +16.9% | 1,002 | +0.4% | 0.08% | +5.6% |
Q4 2020 | $142,000 | +29.1% | 998 | +0.6% | 0.07% | +9.1% |
Q3 2020 | $110,000 | +4.8% | 992 | +1.0% | 0.07% | -1.5% |
Q2 2020 | $105,000 | +20.7% | 982 | 0.0% | 0.07% | +4.7% |
Q1 2020 | $87,000 | -35.1% | 982 | +0.4% | 0.06% | -12.3% |
Q4 2019 | $134,000 | +7.2% | 978 | +0.7% | 0.07% | +2.8% |
Q3 2019 | $125,000 | -0.8% | 971 | +0.9% | 0.07% | -2.7% |
Q2 2019 | $126,000 | +2.4% | 962 | +0.4% | 0.07% | -1.4% |
Q1 2019 | $123,000 | +12.8% | 958 | 0.0% | 0.07% | -3.9% |
Q4 2018 | $109,000 | -17.4% | 958 | +1.4% | 0.08% | -7.2% |
Q3 2018 | $132,000 | +3.1% | 945 | 0.0% | 0.08% | -5.7% |
Q2 2018 | $128,000 | +4.9% | 945 | +0.3% | 0.09% | +3.5% |
Q1 2018 | $122,000 | -1.6% | 942 | +0.4% | 0.08% | +1.2% |
Q4 2017 | $124,000 | +5.1% | 938 | +1.2% | 0.08% | -1.2% |
Q3 2017 | $118,000 | +3.5% | 927 | +0.3% | 0.08% | -3.4% |
Q2 2017 | $114,000 | +0.9% | 924 | +0.4% | 0.09% | -3.3% |
Q1 2017 | $113,000 | +1.8% | 920 | +0.7% | 0.09% | -3.2% |
Q4 2016 | $111,000 | +9.9% | 914 | 0.0% | 0.09% | +11.9% |
Q3 2016 | $101,000 | +5.2% | 914 | +0.6% | 0.08% | -1.2% |
Q2 2016 | $96,000 | +4.3% | 909 | +0.3% | 0.08% | +1.2% |
Q1 2016 | $92,000 | +3.4% | 906 | +1.1% | 0.08% | -1.2% |
Q4 2015 | $89,000 | – | 896 | – | 0.08% | – |
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% |