VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,186 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,929,268 | -7.3% | 18,366 | -3.9% | 1.06% | -7.9% |
| Q2 2023 | $3,159,939 | +3.8% | 19,105 | -0.3% | 1.15% | -1.4% |
| Q1 2023 | $3,043,623 | -0.1% | 19,171 | -0.1% | 1.16% | -10.9% |
| Q4 2022 | $3,045,941 | +0.5% | 19,181 | -9.3% | 1.30% | -2.7% |
| Q3 2022 | $3,032,000 | -6.7% | 21,145 | -2.5% | 1.34% | -4.8% |
| Q2 2022 | $3,248,000 | -21.0% | 21,682 | -7.2% | 1.41% | -30.1% |
| Q1 2022 | $4,112,000 | -4.8% | 23,370 | -3.2% | 2.02% | +0.3% |
| Q4 2021 | $4,319,000 | +4.2% | 24,146 | -1.4% | 2.01% | -2.4% |
| Q3 2021 | $4,146,000 | -2.7% | 24,496 | -0.1% | 2.06% | -8.7% |
| Q2 2021 | $4,259,000 | -5.7% | 24,527 | -10.0% | 2.25% | -20.4% |
| Q1 2021 | $4,515,000 | +9.4% | 27,264 | -6.1% | 2.83% | -0.6% |
| Q4 2020 | $4,127,000 | +22.4% | 29,020 | -4.8% | 2.85% | +1.8% |
| Q3 2020 | $3,373,000 | -10.4% | 30,493 | -13.4% | 2.80% | -14.8% |
| Q2 2020 | $3,763,000 | +13.6% | 35,195 | -5.7% | 3.28% | -2.1% |
| Q1 2020 | $3,312,000 | -39.2% | 37,303 | -6.1% | 3.35% | -32.8% |
| Q4 2019 | $5,443,000 | -19.3% | 39,707 | -24.1% | 4.99% | -9.9% |
| Q3 2019 | $6,742,000 | -8.1% | 52,323 | -6.9% | 5.54% | -6.5% |
| Q2 2019 | $7,338,000 | +6.6% | 56,211 | +5.1% | 5.92% | +14.1% |
| Q1 2019 | $6,882,000 | +11.4% | 53,464 | -1.3% | 5.19% | -0.9% |
| Q4 2018 | $6,180,000 | -18.7% | 54,183 | -0.7% | 5.23% | -8.1% |
| Q3 2018 | $7,606,000 | +1.1% | 54,579 | -1.5% | 5.69% | +0.7% |
| Q2 2018 | $7,525,000 | +6.1% | 55,413 | +1.1% | 5.66% | +7.3% |
| Q1 2018 | $7,095,000 | -4.2% | 54,821 | -1.7% | 5.27% | -12.6% |
| Q4 2017 | $7,407,000 | +5.5% | 55,779 | +1.6% | 6.03% | -38.5% |
| Q3 2017 | $7,018,000 | -13.7% | 54,918 | -17.0% | 9.82% | +32.2% |
| Q2 2017 | $8,136,000 | -3.2% | 66,195 | -3.2% | 7.43% | -4.5% |
| Q1 2017 | $8,405,000 | +15.4% | 68,409 | +13.6% | 7.78% | +4.8% |
| Q4 2016 | $7,285,000 | – | 60,210 | – | 7.42% | – |
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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% |