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 | $18,331,763 | +2.2% | 114,940 | +6.0% | 5.49% | +8.6% |
| Q2 2023 | $17,943,455 | +12.5% | 108,485 | +8.0% | 5.06% | +9.5% |
| Q1 2023 | $15,952,324 | -4.7% | 100,481 | -4.6% | 4.62% | -10.6% |
| Q4 2022 | $16,731,605 | +21.8% | 105,363 | +10.0% | 5.16% | +6.8% |
| Q3 2022 | $13,738,000 | -0.2% | 95,800 | +4.2% | 4.84% | +2.6% |
| Q2 2022 | $13,772,000 | -2.8% | 91,927 | +14.2% | 4.71% | +2.2% |
| Q1 2022 | $14,162,000 | -11.6% | 80,496 | -10.2% | 4.61% | -12.1% |
| Q4 2021 | $16,027,000 | +7.4% | 89,609 | +1.7% | 5.25% | +0.4% |
| Q3 2021 | $14,916,000 | -3.6% | 88,123 | -1.1% | 5.22% | -1.4% |
| Q2 2021 | $15,479,000 | +7.4% | 89,136 | +2.4% | 5.30% | +1.6% |
| Q1 2021 | $14,412,000 | +16.5% | 87,022 | +0.0% | 5.22% | +11.5% |
| Q4 2020 | $12,373,000 | +20.0% | 87,007 | -6.6% | 4.68% | +16.9% |
| Q3 2020 | $10,311,000 | -6.5% | 93,201 | -9.7% | 4.00% | -4.4% |
| Q2 2020 | $11,032,000 | +34.6% | 103,181 | +17.7% | 4.18% | +24.0% |
| Q1 2020 | $8,198,000 | -19.6% | 87,628 | +17.9% | 3.38% | -24.5% |
| Q4 2019 | $10,192,000 | +6.6% | 74,354 | +0.2% | 4.47% | +1.3% |
| Q3 2019 | $9,563,000 | -1.2% | 74,216 | +0.1% | 4.41% | -3.7% |
| Q2 2019 | $9,682,000 | +15.0% | 74,166 | +13.4% | 4.58% | -49.7% |
| Q1 2019 | $8,420,000 | +40.7% | 65,405 | +24.7% | 9.11% | +13.9% |
| Q4 2018 | $5,984,000 | – | 52,462 | – | 8.00% | – |
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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% |