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 | $611,879 | -3.6% | 3,836 | 0.0% | 0.06% | +18.4% |
| Q2 2023 | $634,551 | +4.2% | 3,836 | 0.0% | 0.05% | -5.8% |
| Q1 2023 | $609,076 | +99912.5% | 3,836 | 0.0% | 0.05% | -5.5% |
| Q4 2022 | $609 | -99.9% | 3,836 | 0.0% | 0.06% | 0.0% |
| Q3 2022 | $550,000 | -4.3% | 3,836 | 0.0% | 0.06% | -3.5% |
| Q2 2022 | $575,000 | -16.2% | 3,836 | 0.0% | 0.06% | +5.6% |
| Q1 2022 | $686,000 | 0.0% | 3,836 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $686,000 | +5.7% | 3,836 | 0.0% | 0.05% | -6.9% |
| Q3 2021 | $649,000 | -2.6% | 3,836 | 0.0% | 0.06% | -3.3% |
| Q2 2021 | $666,000 | +4.9% | 3,836 | 0.0% | 0.06% | -3.2% |
| Q1 2021 | $635,000 | +16.3% | 3,836 | 0.0% | 0.06% | +5.1% |
| Q4 2020 | $546,000 | +26.7% | 3,836 | -1.6% | 0.06% | +7.3% |
| Q3 2020 | $431,000 | +3.4% | 3,897 | 0.0% | 0.06% | -5.2% |
| Q2 2020 | $417,000 | -72.3% | 3,897 | -77.0% | 0.06% | -79.6% |
| Q1 2020 | $1,504,000 | -90.0% | 16,933 | -84.5% | 0.28% | -88.1% |
| Q4 2019 | $15,011,000 | +6.5% | 109,213 | -0.2% | 2.38% | -8.1% |
| Q3 2019 | $14,096,000 | -2.2% | 109,396 | -1.0% | 2.59% | -10.8% |
| Q2 2019 | $14,420,000 | -2.7% | 110,468 | -4.1% | 2.90% | -19.6% |
| Q1 2019 | $14,822,000 | +22.3% | 115,140 | +8.4% | 3.61% | -18.1% |
| Q4 2018 | $12,117,000 | +309.9% | 106,230 | +400.8% | 4.40% | +320.4% |
| Q3 2018 | $2,956,000 | +7.2% | 21,214 | +4.5% | 1.05% | -8.5% |
| Q2 2018 | $2,757,000 | +9.0% | 20,303 | +3.9% | 1.14% | -0.9% |
| Q1 2018 | $2,529,000 | -2.1% | 19,534 | +0.4% | 1.15% | +0.1% |
| Q4 2017 | $2,583,000 | +4.8% | 19,456 | +0.9% | 1.15% | +11.1% |
| Q3 2017 | $2,465,000 | +10.1% | 19,288 | +5.9% | 1.04% | +12.5% |
| Q2 2017 | $2,239,000 | +0.9% | 18,221 | +0.9% | 0.92% | +0.8% |
| Q1 2017 | $2,219,000 | +1.4% | 18,052 | -0.2% | 0.92% | -1.0% |
| Q4 2016 | $2,188,000 | +7.1% | 18,087 | -2.0% | 0.92% | -2.8% |
| Q3 2016 | $2,042,000 | -2.4% | 18,452 | -7.2% | 0.95% | -14.7% |
| Q2 2016 | $2,093,000 | +7.4% | 19,876 | +3.8% | 1.12% | +3.3% |
| Q1 2016 | $1,949,000 | +19.4% | 19,146 | -29.1% | 1.08% | +117.3% |
| Q4 2015 | $1,632,000 | – | 27,001 | – | 0.50% | – |
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% |