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 | $41,062,811 | -1.4% | 257,464 | +2.3% | 16.70% | +1.5% |
| Q2 2023 | $41,636,246 | +9.0% | 251,706 | +4.6% | 16.46% | +1.2% |
| Q1 2023 | $38,188,928 | -1.1% | 240,523 | -0.9% | 16.27% | -5.8% |
| Q4 2022 | $38,599,076 | +13.6% | 242,614 | +2.3% | 17.26% | +3.2% |
| Q3 2022 | $33,989,000 | -4.5% | 237,088 | -0.2% | 16.74% | -1.5% |
| Q2 2022 | $35,605,000 | -17.0% | 237,660 | -2.4% | 17.00% | -2.2% |
| Q1 2022 | $42,874,000 | -3.6% | 243,599 | -2.1% | 17.38% | +1.9% |
| Q4 2021 | $44,482,000 | +7.4% | 248,745 | +1.7% | 17.06% | -0.7% |
| Q3 2021 | $41,425,000 | +1.1% | 244,668 | +3.7% | 17.18% | -0.2% |
| Q2 2021 | $40,986,000 | +3.6% | 236,027 | -1.2% | 17.22% | -3.0% |
| Q1 2021 | $39,568,000 | +13.3% | 238,915 | -2.7% | 17.75% | +6.3% |
| Q4 2020 | $34,931,000 | +32.9% | 245,659 | +3.4% | 16.69% | +11.1% |
| Q3 2020 | $26,293,000 | +6.3% | 237,648 | +2.6% | 15.03% | -0.5% |
| Q2 2020 | $24,744,000 | +24.7% | 231,587 | +3.7% | 15.11% | +2.0% |
| Q1 2020 | $19,844,000 | -20.5% | 223,366 | +22.6% | 14.81% | -1.9% |
| Q4 2019 | $24,972,000 | +11.2% | 182,128 | +4.6% | 15.10% | +1.8% |
| Q3 2019 | $22,452,000 | +1.9% | 174,181 | +3.2% | 14.83% | -0.3% |
| Q2 2019 | $22,037,000 | +2.6% | 168,769 | +1.2% | 14.88% | -0.6% |
| Q1 2019 | $21,489,000 | +15.7% | 166,833 | +2.4% | 14.97% | +3.9% |
| Q4 2018 | $18,572,000 | -33.3% | 162,845 | -18.5% | 14.40% | -25.4% |
| Q3 2018 | $27,857,000 | +4.9% | 199,812 | +2.2% | 19.31% | -1.0% |
| Q2 2018 | $26,549,000 | +8.7% | 195,576 | +3.7% | 19.50% | +3.2% |
| Q1 2018 | $24,415,000 | +0.4% | 188,624 | +3.0% | 18.90% | +0.4% |
| Q4 2017 | $24,312,000 | – | 183,043 | – | 18.83% | – |
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% |