VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $777,770 | -3.0% | 4,877 | +0.6% | 0.05% | 0.0% |
| Q2 2023 | $801,651 | +1.3% | 4,847 | -2.8% | 0.05% | -1.9% |
| Q1 2023 | $791,490 | -0.9% | 4,985 | -0.9% | 0.05% | -5.3% |
| Q4 2022 | $799,024 | -3.4% | 5,032 | -12.8% | 0.06% | -6.6% |
| Q3 2022 | $827,000 | -10.6% | 5,768 | -6.5% | 0.06% | -10.3% |
| Q2 2022 | $925,000 | -67.0% | 6,172 | -61.2% | 0.07% | -64.0% |
| Q1 2022 | $2,802,000 | +515.8% | 15,924 | +526.2% | 0.19% | +425.0% |
| Q4 2021 | $455,000 | +9.9% | 2,543 | +4.1% | 0.04% | 0.0% |
| Q3 2021 | $414,000 | +2.5% | 2,444 | +4.9% | 0.04% | 0.0% |
| Q2 2021 | $404,000 | +93.3% | 2,329 | +84.4% | 0.04% | +71.4% |
| Q1 2021 | $209,000 | -19.3% | 1,263 | -30.7% | 0.02% | -30.0% |
| Q4 2020 | $259,000 | +28.9% | 1,823 | +0.1% | 0.03% | +11.1% |
| Q3 2020 | $201,000 | -2.4% | 1,821 | -5.4% | 0.03% | -10.0% |
| Q2 2020 | $206,000 | -25.4% | 1,924 | -38.1% | 0.03% | -30.2% |
| Q1 2020 | $276,000 | -48.7% | 3,109 | -20.8% | 0.04% | -39.4% |
| Q4 2019 | $538,000 | -18.1% | 3,926 | -23.0% | 0.07% | -27.6% |
| Q3 2019 | $657,000 | +21.0% | 5,101 | +22.5% | 0.10% | +14.0% |
| Q2 2019 | $543,000 | +19.3% | 4,163 | +17.8% | 0.09% | -16.5% |
| Q1 2019 | $455,000 | +34.6% | 3,533 | +19.2% | 0.10% | +6.2% |
| Q4 2018 | $338,000 | -21.8% | 2,963 | -4.5% | 0.10% | -14.2% |
| Q3 2018 | $432,000 | – | 3,103 | – | 0.11% | – |
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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% |