VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,711,029 | -1.9% | 67,158 | +1.7% | 5.87% | -1.2% |
| Q2 2023 | $10,918,550 | +7.3% | 66,013 | +3.0% | 5.94% | +1.7% |
| Q1 2023 | $10,176,516 | +121.7% | 64,100 | +121.8% | 5.84% | +88.2% |
| Q4 2022 | $4,589,797 | +11.2% | 28,903 | +0.5% | 3.10% | -2.9% |
| Q3 2022 | $4,126,000 | -3.9% | 28,773 | +0.4% | 3.20% | +0.4% |
| Q2 2022 | $4,294,000 | -17.1% | 28,661 | -2.7% | 3.18% | -8.8% |
| Q1 2022 | $5,180,000 | -3.6% | 29,445 | -2.0% | 3.49% | -7.2% |
| Q4 2021 | $5,371,000 | +1.5% | 30,037 | -3.9% | 3.76% | -7.9% |
| Q3 2021 | $5,291,000 | -11.6% | 31,262 | -9.3% | 4.09% | -6.7% |
| Q2 2021 | $5,988,000 | -3.9% | 34,479 | -8.4% | 4.38% | -11.3% |
| Q1 2021 | $6,234,000 | +15.6% | 37,647 | -0.8% | 4.94% | +6.1% |
| Q4 2020 | $5,395,000 | +35.0% | 37,939 | +5.0% | 4.66% | +15.6% |
| Q3 2020 | $3,997,000 | +161.4% | 36,125 | +152.7% | 4.03% | +147.2% |
| Q2 2020 | $1,529,000 | +35.9% | 14,294 | +12.8% | 1.63% | +15.5% |
| Q1 2020 | $1,125,000 | -23.5% | 12,677 | +18.1% | 1.41% | -6.0% |
| Q4 2019 | $1,470,000 | +6.7% | 10,730 | +0.3% | 1.50% | +1.8% |
| Q3 2019 | $1,378,000 | +21.8% | 10,696 | +23.5% | 1.47% | +30.6% |
| Q2 2019 | $1,131,000 | +10.1% | 8,664 | +8.6% | 1.13% | +9.9% |
| Q1 2019 | $1,027,000 | +46.5% | 7,975 | +29.8% | 1.03% | +33.8% |
| Q4 2018 | $701,000 | +14.2% | 6,145 | +39.5% | 0.77% | +42.6% |
| Q3 2018 | $614,000 | +38.0% | 4,406 | +34.5% | 0.54% | +32.8% |
| Q2 2018 | $445,000 | +121.4% | 3,276 | +111.2% | 0.40% | +115.4% |
| Q1 2018 | $201,000 | – | 1,551 | – | 0.19% | – |
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% |