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 | $18,572,672 | -4.1% | 116,450 | -0.6% | 4.96% | +1.2% |
| Q2 2023 | $19,376,673 | +4.2% | 117,150 | +0.0% | 4.90% | -4.0% |
| Q1 2023 | $18,593,397 | -0.4% | 117,116 | -0.3% | 5.10% | -8.1% |
| Q4 2022 | $18,661,803 | +10.2% | 117,518 | -0.5% | 5.54% | -0.2% |
| Q3 2022 | $16,935,000 | -4.7% | 118,097 | -0.5% | 5.56% | +1.1% |
| Q2 2022 | $17,777,000 | -15.5% | 118,657 | -0.8% | 5.50% | -2.0% |
| Q1 2022 | $21,046,000 | -3.4% | 119,621 | -1.8% | 5.61% | +20.8% |
| Q4 2021 | $21,791,000 | +73.9% | 121,839 | +64.6% | 4.64% | +47.3% |
| Q3 2021 | $12,532,000 | -1.4% | 74,037 | +1.1% | 3.15% | -1.9% |
| Q2 2021 | $12,716,000 | +3.3% | 73,223 | -1.4% | 3.21% | -2.4% |
| Q1 2021 | $12,304,000 | +15.9% | 74,296 | -0.5% | 3.29% | +12.8% |
| Q4 2020 | $10,616,000 | +22.6% | 74,648 | +1.8% | 2.92% | +21.2% |
| Q3 2020 | $8,656,000 | +13.8% | 73,337 | +3.1% | 2.41% | -6.0% |
| Q2 2020 | $7,607,000 | +28.2% | 71,145 | +6.4% | 2.56% | +4.0% |
| Q1 2020 | $5,935,000 | -29.7% | 66,839 | +8.5% | 2.46% | -19.9% |
| Q4 2019 | $8,445,000 | +9.8% | 61,614 | +3.2% | 3.08% | -2.4% |
| Q3 2019 | $7,693,000 | +3.4% | 59,704 | +4.7% | 3.15% | +1.4% |
| Q2 2019 | $7,443,000 | +1.8% | 57,017 | +0.4% | 3.11% | -3.5% |
| Q1 2019 | $7,308,000 | +13.3% | 56,768 | +0.4% | 3.22% | +2.0% |
| Q4 2018 | $6,448,000 | -17.9% | 56,531 | +0.3% | 3.16% | -14.7% |
| Q3 2018 | $7,852,000 | +3.9% | 56,342 | +1.2% | 3.70% | +6.5% |
| Q2 2018 | $7,560,000 | -0.1% | 55,678 | -4.8% | 3.48% | -9.1% |
| Q1 2018 | $7,570,000 | -6.3% | 58,490 | -3.9% | 3.83% | -10.7% |
| Q4 2017 | $8,082,000 | – | 60,870 | – | 4.29% | – |
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% |