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 | $21,996,732 | -4.6% | 137,919 | -1.1% | 0.19% | -2.1% |
| Q2 2023 | $23,068,098 | +8.4% | 139,469 | +4.0% | 0.19% | +4.3% |
| Q1 2023 | $21,285,035 | -6.2% | 134,070 | -6.2% | 0.19% | -11.4% |
| Q4 2022 | $22,687,954 | +13.3% | 142,871 | +2.3% | 0.21% | -47.5% |
| Q3 2022 | $20,018,000 | -1.3% | 139,596 | +3.1% | 0.40% | +23.8% |
| Q2 2022 | $20,283,000 | -26.1% | 135,379 | -13.2% | 0.32% | -18.0% |
| Q1 2022 | $27,450,000 | -2.6% | 156,020 | -1.0% | 0.39% | -2.5% |
| Q4 2021 | $28,196,000 | +7.8% | 157,649 | +2.0% | 0.40% | -2.9% |
| Q3 2021 | $26,162,000 | +2.9% | 154,568 | +5.5% | 0.42% | +1.7% |
| Q2 2021 | $25,436,000 | +17.3% | 146,467 | +11.9% | 0.41% | -4.2% |
| Q1 2021 | $21,678,000 | +8.0% | 130,900 | -7.3% | 0.43% | +7.6% |
| Q4 2020 | $20,080,000 | +230.0% | 141,204 | +156.7% | 0.40% | -20.3% |
| Q3 2020 | $6,085,000 | +5.7% | 55,000 | +2.1% | 0.50% | -6.6% |
| Q2 2020 | $5,757,000 | +31.2% | 53,847 | +6.4% | 0.53% | -0.7% |
| Q1 2020 | $4,389,000 | -27.7% | 50,591 | +14.2% | 0.54% | -12.0% |
| Q4 2019 | $6,072,000 | +27.8% | 44,317 | +20.3% | 0.61% | +5.7% |
| Q3 2019 | $4,751,000 | +7.1% | 36,832 | +8.3% | 0.58% | +0.9% |
| Q2 2019 | $4,434,000 | +13.1% | 34,014 | +11.6% | 0.57% | +3.2% |
| Q1 2019 | $3,922,000 | +25.4% | 30,466 | +11.0% | 0.55% | +8.6% |
| Q4 2018 | $3,127,000 | -24.7% | 27,446 | -7.8% | 0.51% | -14.7% |
| Q3 2018 | $4,153,000 | +64.0% | 29,755 | +59.6% | 0.60% | +34.4% |
| Q2 2018 | $2,532,000 | -7.4% | 18,643 | -11.9% | 0.44% | -13.1% |
| Q1 2018 | $2,734,000 | -9.9% | 21,154 | -7.4% | 0.51% | -8.1% |
| Q4 2017 | $3,034,000 | +28.2% | 22,848 | +23.6% | 0.56% | +6.3% |
| Q3 2017 | $2,366,000 | +9.9% | 18,484 | +5.6% | 0.52% | -0.8% |
| Q2 2017 | $2,152,000 | +15.6% | 17,497 | +15.3% | 0.53% | +2.7% |
| Q1 2017 | $1,861,000 | +26.5% | 15,173 | +24.8% | 0.51% | +4.9% |
| Q4 2016 | $1,471,000 | +117.6% | 12,158 | +98.6% | 0.49% | +69.0% |
| Q3 2016 | $676,000 | +15.6% | 6,123 | +10.3% | 0.29% | +26.6% |
| Q2 2016 | $585,000 | +14.9% | 5,550 | +11.5% | 0.23% | +4.1% |
| Q1 2016 | $509,000 | +14.9% | 4,978 | +10.2% | 0.22% | +8.4% |
| Q4 2015 | $443,000 | – | 4,516 | – | 0.20% | – |
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% |