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 | $1,064,915 | -5.3% | 6,677 | -1.8% | 0.66% | -5.6% |
| Q2 2023 | $1,124,224 | +3.6% | 6,797 | -0.5% | 0.70% | -5.4% |
| Q1 2023 | $1,084,966 | -7.5% | 6,834 | -7.5% | 0.74% | -14.6% |
| Q4 2022 | $1,173,532 | +9.9% | 7,390 | -0.7% | 0.87% | +1.8% |
| Q3 2022 | $1,068,000 | -6.6% | 7,445 | -2.5% | 0.85% | -1.8% |
| Q2 2022 | $1,144,000 | -15.3% | 7,637 | -0.5% | 0.87% | -11.2% |
| Q1 2022 | $1,351,000 | -7.6% | 7,679 | -6.0% | 0.98% | +1.8% |
| Q4 2021 | $1,462,000 | +2.9% | 8,172 | -2.6% | 0.96% | -0.8% |
| Q3 2021 | $1,421,000 | -2.6% | 8,393 | -0.1% | 0.97% | -5.0% |
| Q2 2021 | $1,459,000 | -0.4% | 8,399 | -5.1% | 1.02% | -10.5% |
| Q1 2021 | $1,465,000 | +12.3% | 8,846 | -3.6% | 1.14% | -11.1% |
| Q4 2020 | $1,305,000 | +27.9% | 9,176 | -0.5% | 1.28% | +15.7% |
| Q3 2020 | $1,020,000 | -2.5% | 9,224 | -5.7% | 1.11% | -6.7% |
| Q2 2020 | $1,046,000 | +136.7% | 9,782 | +96.5% | 1.19% | +105.4% |
| Q1 2020 | $442,000 | -46.5% | 4,977 | -17.4% | 0.58% | -33.1% |
| Q4 2019 | $826,000 | +2.7% | 6,028 | -3.4% | 0.87% | +32.0% |
| Q3 2019 | $804,000 | +48.6% | 6,243 | +50.7% | 0.66% | +46.4% |
| Q2 2019 | $541,000 | +24.9% | 4,143 | +23.2% | 0.45% | +25.8% |
| Q1 2019 | $433,000 | +19.6% | 3,362 | +6.0% | 0.36% | +7.6% |
| Q4 2018 | $362,000 | -4.5% | 3,171 | +16.7% | 0.33% | +5.1% |
| Q3 2018 | $379,000 | +1.6% | 2,718 | -1.2% | 0.32% | +1.0% |
| Q2 2018 | $373,000 | +0.3% | 2,750 | -4.4% | 0.31% | -3.1% |
| Q1 2018 | $372,000 | -3.1% | 2,877 | 0.0% | 0.32% | -4.5% |
| Q4 2017 | $384,000 | -3.3% | 2,877 | -7.5% | 0.34% | -7.2% |
| Q3 2017 | $397,000 | +3.9% | 3,109 | 0.0% | 0.36% | +0.8% |
| Q2 2017 | $382,000 | -0.5% | 3,109 | -0.5% | 0.36% | -3.7% |
| Q1 2017 | $384,000 | -1.3% | 3,125 | -2.8% | 0.37% | -5.1% |
| Q4 2016 | $389,000 | – | 3,214 | – | 0.39% | – |
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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% |