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 | $13,325,814 | -3.1% | 83,553 | +0.5% | 4.67% | -0.7% |
| Q2 2023 | $13,745,487 | +11.7% | 83,105 | +7.2% | 4.70% | +7.6% |
| Q1 2023 | $12,310,630 | +1.2% | 77,542 | +1.2% | 4.37% | -2.1% |
| Q4 2022 | $12,161,732 | +18.7% | 76,585 | +7.2% | 4.46% | +3.4% |
| Q3 2022 | $10,242,000 | -2.1% | 71,419 | +3.0% | 4.32% | +1.6% |
| Q2 2022 | $10,466,000 | -12.8% | 69,336 | +1.9% | 4.25% | -1.6% |
| Q1 2022 | $12,005,000 | +2.0% | 68,057 | +3.4% | 4.32% | +2.9% |
| Q4 2021 | $11,767,000 | +9.0% | 65,790 | +5.1% | 4.20% | +1.2% |
| Q3 2021 | $10,794,000 | +1.8% | 62,596 | +1.8% | 4.15% | +1.6% |
| Q2 2021 | $10,599,000 | -2.6% | 61,484 | -6.4% | 4.09% | -8.8% |
| Q1 2021 | $10,884,000 | +8.7% | 65,720 | -6.7% | 4.48% | +2.8% |
| Q4 2020 | $10,012,000 | +32.0% | 70,403 | +2.7% | 4.36% | +9.2% |
| Q3 2020 | $7,586,000 | +9.4% | 68,569 | +5.7% | 3.99% | -1.4% |
| Q2 2020 | $6,935,000 | +23.9% | 64,865 | +2.9% | 4.05% | +4.6% |
| Q1 2020 | $5,597,000 | -16.9% | 63,034 | +28.3% | 3.87% | +6.2% |
| Q4 2019 | $6,732,000 | +11.5% | 49,112 | +4.9% | 3.64% | +4.4% |
| Q3 2019 | $6,035,000 | +2.6% | 46,838 | +4.0% | 3.49% | -8.0% |
| Q2 2019 | $5,881,000 | +8.3% | 45,054 | +6.8% | 3.79% | -6.8% |
| Q1 2019 | $5,429,000 | +16.1% | 42,172 | +2.8% | 4.07% | +13.0% |
| Q4 2018 | $4,677,000 | -31.1% | 41,008 | -15.8% | 3.60% | -31.1% |
| Q3 2018 | $6,786,000 | +11.7% | 48,695 | +3.7% | 5.23% | -0.5% |
| Q1 2018 | $6,076,000 | +3.7% | 46,946 | +6.4% | 5.26% | -4.7% |
| Q4 2017 | $5,859,000 | – | 44,127 | – | 5.52% | – |
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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% |