VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,938,191 | -18.8% | 49,770 | -15.8% | 0.75% | -14.2% |
| Q2 2023 | $9,773,256 | +9.2% | 59,089 | +4.8% | 0.87% | -0.7% |
| Q1 2023 | $8,951,451 | +20.8% | 56,384 | +9.1% | 0.88% | +6.5% |
| Q3 2022 | $7,408,000 | -4.0% | 51,662 | +0.3% | 0.82% | -3.5% |
| Q2 2022 | $7,713,000 | -13.0% | 51,483 | +2.2% | 0.86% | -0.7% |
| Q1 2022 | $8,864,000 | -4.0% | 50,379 | -2.5% | 0.86% | -2.3% |
| Q4 2021 | $9,238,000 | +6.4% | 51,663 | +0.7% | 0.88% | -4.7% |
| Q3 2021 | $8,683,000 | -0.9% | 51,301 | +1.7% | 0.92% | +0.2% |
| Q2 2021 | $8,760,000 | +4.1% | 50,444 | -0.7% | 0.92% | -7.3% |
| Q1 2021 | $8,416,000 | +12.0% | 50,821 | -3.9% | 1.00% | +5.4% |
| Q4 2020 | $7,517,000 | +23.0% | 52,860 | -4.3% | 0.94% | +4.2% |
| Q3 2020 | $6,109,000 | +2.7% | 55,225 | -0.8% | 0.91% | -5.9% |
| Q2 2020 | $5,951,000 | +13.2% | 55,660 | -6.0% | 0.96% | -5.0% |
| Q1 2020 | $5,259,000 | -35.4% | 59,221 | -0.3% | 1.01% | -23.1% |
| Q4 2019 | $8,139,000 | +6.4% | 59,380 | +0.0% | 1.32% | -2.3% |
| Q3 2019 | $7,650,000 | -1.1% | 59,368 | +0.1% | 1.35% | -2.9% |
| Q2 2019 | $7,738,000 | +14.2% | 59,287 | +1.6% | 1.39% | +68.9% |
| Q1 2019 | $6,776,000 | +6.4% | 58,362 | +4.6% | 0.82% | -39.5% |
| Q4 2018 | $6,367,000 | -88.1% | 55,818 | -99.2% | 1.36% | +102.7% |
| Q3 2018 | $53,346,000 | -3.3% | 6,866,312 | -8.6% | 0.67% | +7.9% |
| Q2 2018 | $55,193,000 | +708.2% | 7,513,139 | +13795.5% | 0.62% | -52.3% |
| Q1 2018 | $6,829,000 | -5.3% | 54,069 | +1.1% | 1.30% | -3.7% |
| Q4 2017 | $7,209,000 | +5.0% | 53,462 | +0.2% | 1.35% | -4.9% |
| Q3 2017 | $6,864,000 | +8.5% | 53,346 | +3.1% | 1.42% | +0.2% |
| Q2 2017 | $6,329,000 | +3.2% | 51,720 | +1.7% | 1.42% | -6.5% |
| Q1 2017 | $6,133,000 | -0.2% | 50,834 | +0.8% | 1.52% | -23.1% |
| Q4 2016 | $6,148,000 | +19.7% | 50,443 | +7.4% | 1.97% | +4.0% |
| Q3 2016 | $5,138,000 | +10.0% | 46,948 | +4.7% | 1.90% | -46.5% |
| Q1 2016 | $4,671,000 | – | 44,841 | – | 3.55% | – |
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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% |