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 | $11,282,383 | +1.7% | 70,740 | +5.5% | 0.83% | +91.9% |
| Q2 2023 | $11,091,860 | +5.8% | 67,061 | +1.6% | 0.43% | -54.0% |
| Q1 2023 | $10,482,247 | +2.6% | 66,026 | +2.6% | 0.94% | -14.2% |
| Q4 2022 | $10,216,645 | +16.1% | 64,337 | +4.8% | 1.10% | +165.5% |
| Q3 2022 | $8,802,000 | -2.4% | 61,383 | +1.9% | 0.41% | -1.9% |
| Q2 2022 | $9,022,000 | -14.5% | 60,220 | +0.4% | 0.42% | +0.2% |
| Q1 2022 | $10,548,000 | +0.0% | 59,952 | +1.7% | 0.42% | +24.6% |
| Q4 2021 | $10,545,000 | +8.9% | 58,960 | +3.1% | 0.34% | -80.1% |
| Q3 2021 | $9,680,000 | +3.0% | 57,191 | +5.7% | 1.70% | +0.1% |
| Q2 2021 | $9,400,000 | +5.7% | 54,130 | +0.8% | 1.70% | -5.4% |
| Q1 2021 | $8,894,000 | +41.6% | 53,707 | +21.6% | 1.79% | +23.8% |
| Q4 2020 | $6,281,000 | +33.1% | 44,169 | +3.5% | 1.45% | +15.9% |
| Q3 2020 | $4,720,000 | +16.7% | 42,669 | +12.8% | 1.25% | +7.1% |
| Q2 2020 | $4,044,000 | +17.1% | 37,826 | -2.7% | 1.17% | +0.4% |
| Q1 2020 | $3,452,000 | -0.4% | 38,875 | +53.8% | 1.16% | +21.3% |
| Q4 2019 | $3,465,000 | +10.2% | 25,276 | +3.6% | 0.96% | -0.1% |
| Q3 2019 | $3,145,000 | -47.8% | 24,405 | -47.1% | 0.96% | +2.2% |
| Q2 2019 | $6,028,000 | +105.1% | 46,176 | +102.3% | 0.94% | -0.6% |
| Q1 2019 | $2,939,000 | +12.6% | 22,829 | -0.3% | 0.94% | +5.0% |
| Q4 2018 | $2,611,000 | +116.5% | 22,891 | +164.5% | 0.90% | +342.4% |
| Q3 2018 | $1,206,000 | +105.1% | 8,656 | +100.0% | 0.20% | -6.0% |
| Q2 2018 | $588,000 | +1.9% | 4,328 | -2.9% | 0.22% | -4.0% |
| Q1 2018 | $577,000 | -31.3% | 4,456 | -29.6% | 0.22% | -31.8% |
| Q4 2017 | $840,000 | +180.0% | 6,329 | +169.7% | 0.33% | +161.9% |
| Q3 2017 | $300,000 | +41.5% | 2,347 | +35.9% | 0.13% | +27.3% |
| Q1 2017 | $212,000 | -20.9% | 1,727 | -21.6% | 0.10% | -26.7% |
| Q4 2016 | $268,000 | – | 2,202 | – | 0.14% | – |
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% |