VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 33 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $89,178 | +14.0% | 494,803 | +0.9% | 4.82% | +13.6% |
| Q3 2023 | $78,217 | -8.4% | 490,421 | -5.0% | 4.24% | -6.3% |
| Q2 2023 | $85,410 | +8.8% | 516,382 | +3.8% | 4.53% | +4.5% |
| Q1 2023 | $78,537 | +4.9% | 497,669 | +5.5% | 4.33% | -2.3% |
| Q4 2022 | $74,885 | -99.9% | 471,565 | +21.6% | 4.43% | +18.4% |
| Q3 2022 | $55,589,000 | -1.9% | 387,648 | +2.5% | 3.74% | -1.8% |
| Q2 2022 | $56,686,000 | -11.3% | 378,358 | +4.2% | 3.81% | -5.1% |
| Q1 2022 | $63,891,000 | +0.8% | 363,143 | +2.5% | 4.02% | -0.3% |
| Q4 2021 | $63,370,000 | +9.9% | 354,320 | +6.1% | 4.03% | +6.2% |
| Q3 2021 | $57,662,000 | -1.6% | 334,064 | -1.0% | 3.80% | -2.6% |
| Q2 2021 | $58,576,000 | +5.0% | 337,301 | +0.1% | 3.90% | -2.7% |
| Q1 2021 | $55,789,000 | +16.4% | 336,869 | -0.1% | 4.00% | +7.6% |
| Q4 2020 | $47,947,000 | +21.4% | 337,073 | -5.6% | 3.72% | +10.5% |
| Q3 2020 | $39,511,000 | +3.6% | 357,130 | +0.1% | 3.37% | -29.4% |
| Q2 2020 | $38,142,000 | +106.6% | 356,713 | +71.6% | 4.77% | +16.4% |
| Q1 2020 | $18,458,000 | -17.6% | 207,848 | +19.5% | 4.10% | -11.4% |
| Q4 2019 | $22,410,000 | -0.0% | 173,922 | -0.0% | 4.62% | -0.1% |
| Q3 2019 | $22,411,000 | +1.4% | 173,931 | +2.8% | 4.63% | +2.6% |
| Q2 2019 | $22,093,000 | -0.5% | 169,245 | -1.9% | 4.51% | +19.0% |
| Q1 2019 | $22,214,000 | -39.0% | 172,562 | -46.0% | 3.79% | -33.5% |
| Q4 2018 | $36,418,000 | +80.5% | 319,294 | +120.5% | 5.70% | -28.7% |
| Q3 2018 | $20,180,000 | +1.5% | 144,806 | -1.1% | 8.00% | -4.2% |
| Q2 2018 | $19,889,000 | +6.7% | 146,467 | +1.7% | 8.35% | +5.3% |
| Q1 2018 | $18,641,000 | +6.2% | 144,038 | +8.9% | 7.92% | -2.5% |
| Q4 2017 | $17,558,000 | +8.5% | 132,231 | +4.5% | 8.13% | -1.3% |
| Q3 2017 | $16,177,000 | +5.1% | 126,589 | +1.1% | 8.24% | -1.9% |
| Q2 2017 | $15,392,000 | +4.4% | 125,233 | +4.4% | 8.40% | -3.9% |
| Q1 2017 | $14,743,000 | +12.4% | 120,000 | +10.7% | 8.74% | -5.0% |
| Q4 2016 | $13,119,000 | – | 108,424 | – | 9.21% | – |
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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% |