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 | $1,005,799 | -2.6% | 6,306 | +1.0% | 0.24% | -2.8% |
| Q2 2023 | $1,032,393 | +1.8% | 6,242 | -3.8% | 0.25% | -7.1% |
| Q1 2023 | $1,013,721 | -8.8% | 6,491 | -7.3% | 0.27% | -8.5% |
| Q4 2022 | $1,111,539 | +12.4% | 7,000 | +1.5% | 0.29% | -0.3% |
| Q3 2022 | $989,000 | -11.5% | 6,894 | +1.4% | 0.29% | +3.2% |
| Q2 2022 | $1,118,000 | +3.5% | 6,797 | +10.7% | 0.28% | +10.5% |
| Q1 2022 | $1,080,000 | -47.1% | 6,138 | -46.2% | 0.26% | -55.7% |
| Q4 2021 | $2,040,000 | +14.7% | 11,408 | +8.6% | 0.58% | +0.2% |
| Q3 2021 | $1,778,000 | -6.5% | 10,507 | -4.1% | 0.58% | -8.2% |
| Q2 2021 | $1,902,000 | +23.3% | 10,954 | +17.7% | 0.63% | +7.5% |
| Q1 2021 | $1,542,000 | +43.6% | 9,309 | +23.3% | 0.59% | +3.3% |
| Q4 2020 | $1,074,000 | +39.5% | 7,552 | +8.5% | 0.57% | +19.5% |
| Q3 2020 | $770,000 | +103.2% | 6,961 | +96.1% | 0.48% | +75.1% |
| Q2 2020 | $379,000 | +27.2% | 3,549 | +5.9% | 0.27% | +1.1% |
| Q1 2020 | $298,000 | -21.8% | 3,351 | +21.1% | 0.27% | +8.9% |
| Q4 2019 | $381,000 | -28.4% | 2,768 | -33.0% | 0.25% | -31.3% |
| Q3 2019 | $532,000 | -13.1% | 4,131 | -11.9% | 0.36% | -8.1% |
| Q2 2019 | $612,000 | +7.9% | 4,691 | +6.3% | 0.39% | +5.1% |
| Q1 2019 | $567,000 | +0.4% | 4,413 | -11.0% | 0.37% | -22.2% |
| Q4 2018 | $565,000 | -57.3% | 4,956 | -47.8% | 0.48% | -52.5% |
| Q3 2018 | $1,322,000 | -7.6% | 9,486 | -9.9% | 1.01% | +0.3% |
| Q2 2018 | $1,430,000 | – | 10,532 | – | 1.01% | – |
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% |