CX Institutional - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,186 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.

Quarter-by-quarter ownership
CX Institutional ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,460,803
-18.4%
27,969
-15.4%
0.25%
-13.1%
Q2 2023$5,468,706
+4.0%
33,064
-0.1%
0.28%
+1.1%
Q1 2023$5,258,467
+6.1%
33,103
+6.1%
0.28%
-7.0%
Q4 2022$4,953,910
+54.3%
31,196
+39.3%
0.30%
+35.0%
Q3 2022$3,211,000
+6.8%
22,392
+11.6%
0.22%
-1.8%
Q2 2022$3,007,000
-35.2%
20,070
-24.0%
0.23%
-39.0%
Q1 2022$4,643,000
-1.0%
26,391
+0.6%
0.37%
-0.3%
Q4 2021$4,692,000
+9.2%
26,237
+3.3%
0.37%
+6.3%
Q3 2021$4,298,000
-15.0%
25,395
-12.8%
0.35%
-15.4%
Q2 2021$5,057,000
+1.2%
29,120
-3.5%
0.42%
-7.2%
Q1 2021$4,997,000
+39.2%
30,168
+19.5%
0.45%
+29.2%
Q4 2020$3,591,000
+59.9%
25,254
+24.4%
0.35%
+43.0%
Q3 2020$2,246,000
+39.0%
20,303
+34.4%
0.24%
+14.2%
Q2 2020$1,616,000
-51.9%
15,110
-60.1%
0.21%
-61.4%
Q1 2020$3,363,000
+167.1%
37,877
+312.2%
0.55%
+149.5%
Q4 2019$1,259,000
+4.3%
9,188
-1.9%
0.22%
+12.8%
Q3 2019$1,207,000
+0.5%
9,369
+1.8%
0.20%
+2.1%
Q2 2019$1,201,000
+27.0%
9,200
+25.2%
0.19%
+14.4%
Q1 2019$946,000
-20.5%
7,351
-29.5%
0.17%
-33.5%
Q4 2018$1,190,000
+28.1%
10,434
+56.5%
0.25%
-18.2%
Q3 2018$929,000
+19.0%
6,667
+15.4%
0.31%
+67.8%
Q2 2018$781,0005,7750.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,428,976$255,570,00024.79%
Mokosak Advisory Group, LLC 248,745$44,482,00017.06%
TrueWealth Financial Partners 63,776$11,406,00011.15%
Titan Capital Management, LLC /TX 59,009$10,554,0009.44%
Bishop & Co Investment Management, LLC 125,118$22,377,0009.25%
BHK Investment Advisors, LLC 128,961$23,065,0009.10%
Family CFO Inc 51,187$9,155,0008.84%
Center for Financial Planning, Inc. 230,096$41,153,0008.43%
ASPIRIANT, LLC 856,412$153,157,0008.19%
Merriman Wealth Management, LLC 1,150,291$202,529,0007.99%
View complete list of VANGUARD INDEX FDS shareholders