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 | $639,895 | -7.0% | 4,012 | +0.0% | 0.04% | -2.3% |
Q2 2023 | $688,386 | +6.9% | 4,010 | -1.1% | 0.04% | -4.3% |
Q1 2023 | $643,968 | -2.0% | 4,056 | -2.0% | 0.05% | -2.1% |
Q4 2022 | $657,423 | +0.4% | 4,140 | -9.3% | 0.05% | -20.3% |
Q3 2022 | $655,000 | -27.9% | 4,566 | -24.8% | 0.06% | -25.3% |
Q2 2022 | $909,000 | -96.1% | 6,068 | -95.4% | 0.08% | -95.3% |
Q1 2022 | $23,361,000 | +6.3% | 132,778 | +8.1% | 1.68% | +1.8% |
Q4 2021 | $21,975,000 | +12.0% | 122,869 | +6.0% | 1.65% | +10.4% |
Q3 2021 | $19,619,000 | -4.0% | 115,912 | -1.3% | 1.49% | -0.6% |
Q2 2021 | $20,426,000 | -1.4% | 117,494 | -6.1% | 1.50% | -5.2% |
Q1 2021 | $20,725,000 | +14.7% | 125,141 | -1.5% | 1.58% | +7.2% |
Q4 2020 | $18,064,000 | +18.0% | 127,025 | -8.2% | 1.48% | +0.9% |
Q3 2020 | $15,310,000 | +4.4% | 138,386 | +1.8% | 1.46% | +1.0% |
Q2 2020 | $14,659,000 | +10.1% | 135,908 | -0.6% | 1.45% | -1.6% |
Q1 2020 | $13,315,000 | -18.0% | 136,737 | +14.2% | 1.47% | -7.5% |
Q4 2019 | $16,247,000 | +2.1% | 119,704 | -5.0% | 1.59% | -6.0% |
Q3 2019 | $15,913,000 | -8.4% | 125,976 | -5.5% | 1.70% | -11.6% |
Q2 2019 | $17,372,000 | -2.8% | 133,243 | -4.0% | 1.92% | -9.9% |
Q1 2019 | $17,869,000 | -4.5% | 138,812 | -15.4% | 2.13% | -15.5% |
Q4 2018 | $18,716,000 | -20.7% | 164,093 | -3.1% | 2.52% | -13.8% |
Q3 2018 | $23,594,000 | +4.9% | 169,306 | +2.2% | 2.92% | -3.5% |
Q2 2018 | $22,490,000 | +10.9% | 165,624 | +5.7% | 3.03% | +2.9% |
Q1 2018 | $20,284,000 | +4.2% | 156,734 | +6.9% | 2.94% | -7.1% |
Q4 2017 | $19,461,000 | – | 146,568 | – | 3.16% | – |
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% |