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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,208,224 | +3.8% | 7,305 | -0.4% | 0.36% | -6.2% |
| Q1 2023 | $1,164,533 | -0.7% | 7,336 | -0.7% | 0.39% | -10.6% |
| Q4 2022 | $1,172,592 | +7.8% | 7,385 | -2.4% | 0.43% | -15.6% |
| Q3 2022 | $1,088,000 | -6.8% | 7,564 | -2.9% | 0.51% | -12.7% |
| Q2 2022 | $1,167,000 | -16.9% | 7,786 | -2.4% | 0.59% | -18.2% |
| Q1 2022 | $1,404,000 | -3.3% | 7,979 | -1.7% | 0.72% | -13.8% |
| Q4 2021 | $1,452,000 | +2.2% | 8,118 | -3.3% | 0.84% | -28.3% |
| Q3 2021 | $1,421,000 | -4.0% | 8,394 | -1.5% | 1.16% | -7.5% |
| Q2 2021 | $1,480,000 | -1.0% | 8,520 | -5.6% | 1.26% | -26.3% |
| Q1 2021 | $1,495,000 | -11.1% | 9,028 | -23.6% | 1.71% | -7.0% |
| Q4 2020 | $1,681,000 | -65.9% | 11,819 | -73.5% | 1.84% | -14.8% |
| Q3 2020 | $4,936,000 | +44.5% | 44,684 | +39.9% | 2.15% | -10.3% |
| Q2 2020 | $3,415,000 | -32.0% | 31,950 | -43.5% | 2.40% | -22.3% |
| Q1 2020 | $5,020,000 | -60.7% | 56,528 | -39.3% | 3.09% | -17.2% |
| Q4 2019 | $12,761,000 | +5.5% | 93,107 | -0.8% | 3.73% | -0.2% |
| Q3 2019 | $12,098,000 | -3.4% | 93,866 | -2.1% | 3.74% | -2.2% |
| Q2 2019 | $12,518,000 | +0.9% | 95,903 | -0.6% | 3.82% | -1.1% |
| Q1 2019 | $12,411,000 | +12.9% | 96,438 | +0.2% | 3.87% | +3.9% |
| Q4 2018 | $10,989,000 | -25.2% | 96,274 | -8.6% | 3.72% | -15.4% |
| Q3 2018 | $14,685,000 | -1.4% | 105,390 | -3.9% | 4.40% | -4.2% |
| Q2 2018 | $14,894,000 | +12.0% | 109,717 | +6.8% | 4.60% | +9.4% |
| Q1 2018 | $13,302,000 | +11.9% | 102,758 | +14.8% | 4.20% | +8.7% |
| Q4 2017 | $11,884,000 | – | 89,472 | – | 3.86% | – |
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% |