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 | $2,264,985 | -7.5% | 14,201 | -4.1% | 0.05% | -9.3% |
| Q2 2023 | $2,449,308 | -15.0% | 14,808 | -18.4% | 0.05% | -20.6% |
| Q1 2023 | $2,880,531 | +1.7% | 18,144 | +1.7% | 0.07% | -17.1% |
| Q4 2022 | $2,832,393 | +49.8% | 17,836 | +35.2% | 0.08% | +17.1% |
| Q3 2022 | $1,891,000 | -9.0% | 13,189 | -4.9% | 0.07% | -21.3% |
| Q2 2022 | $2,078,000 | -19.4% | 13,868 | -5.4% | 0.09% | -8.2% |
| Q1 2022 | $2,579,000 | +5.2% | 14,659 | +7.0% | 0.10% | +11.5% |
| Q4 2021 | $2,451,000 | +17.8% | 13,706 | +11.5% | 0.09% | +6.1% |
| Q3 2021 | $2,081,000 | -0.2% | 12,295 | +2.4% | 0.08% | -4.7% |
| Q2 2021 | $2,086,000 | +15.1% | 12,011 | +9.7% | 0.09% | +1.2% |
| Q1 2021 | $1,813,000 | +14.9% | 10,946 | -1.3% | 0.08% | +3.7% |
| Q4 2020 | $1,578,000 | +35.9% | 11,095 | +5.7% | 0.08% | +2.5% |
| Q3 2020 | $1,161,000 | -11.1% | 10,498 | -14.1% | 0.08% | -14.9% |
| Q2 2020 | $1,306,000 | +7.9% | 12,219 | -10.3% | 0.09% | -12.1% |
| Q1 2020 | $1,210,000 | +30.4% | 13,624 | +101.2% | 0.11% | +46.6% |
| Q4 2019 | $928,000 | +10.5% | 6,771 | +3.9% | 0.07% | -2.7% |
| Q3 2019 | $840,000 | -1.4% | 6,517 | -0.1% | 0.08% | +13.6% |
| Q2 2019 | $852,000 | +68.7% | 6,523 | +66.4% | 0.07% | -10.8% |
| Q1 2019 | $505,000 | +64.5% | 3,919 | +45.7% | 0.07% | +42.3% |
| Q4 2018 | $307,000 | -46.7% | 2,690 | -35.0% | 0.05% | -61.5% |
| Q3 2018 | $576,000 | +179.6% | 4,138 | +172.8% | 0.14% | +214.0% |
| Q2 2018 | $206,000 | -17.3% | 1,517 | -21.3% | 0.04% | -21.8% |
| Q1 2018 | $249,000 | -50.0% | 1,927 | -48.5% | 0.06% | -3.5% |
| Q4 2017 | $498,000 | +63.8% | 3,744 | +57.4% | 0.06% | -49.1% |
| Q3 2017 | $304,000 | -45.9% | 2,378 | -48.0% | 0.11% | -33.3% |
| Q2 2017 | $562,000 | – | 4,576 | – | 0.17% | – |
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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% |