VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,986,962 | -3.5% | 93,968 | +0.1% | 3.06% | -5.3% |
| Q2 2023 | $15,529,372 | +9.4% | 93,890 | +5.0% | 3.23% | +3.3% |
| Q1 2023 | $14,193,416 | +4.4% | 89,402 | +4.4% | 3.13% | -7.1% |
| Q4 2022 | $13,594,671 | +6.2% | 85,609 | -4.1% | 3.37% | -7.3% |
| Q3 2022 | $12,796,000 | +0.0% | 89,233 | +4.5% | 3.63% | -1.9% |
| Q2 2022 | $12,794,000 | -13.2% | 85,399 | +1.9% | 3.70% | -7.1% |
| Q1 2022 | $14,747,000 | +94.2% | 83,821 | +42.1% | 3.98% | -15.1% |
| Q4 2021 | $7,594,000 | -42.1% | 58,991 | -23.8% | 4.69% | -1.4% |
| Q3 2021 | $13,111,000 | +6.0% | 77,458 | +8.7% | 4.76% | -1.9% |
| Q2 2021 | $12,372,000 | +2.9% | 71,242 | -1.8% | 4.85% | -4.8% |
| Q1 2021 | $12,019,000 | +10.9% | 72,577 | -4.8% | 5.10% | +1.7% |
| Q4 2020 | $10,838,000 | +18.7% | 76,211 | -7.7% | 5.01% | +5.7% |
| Q3 2020 | $9,130,000 | +3.4% | 82,525 | -0.1% | 4.74% | -3.2% |
| Q2 2020 | $8,831,000 | +11.8% | 82,597 | -7.1% | 4.89% | -4.7% |
| Q1 2020 | $7,898,000 | -11.0% | 88,945 | +37.3% | 5.14% | +8.5% |
| Q4 2019 | $8,877,000 | +8.3% | 64,764 | +1.8% | 4.73% | +1.7% |
| Q3 2019 | $8,195,000 | +5.2% | 63,604 | +6.6% | 4.66% | +1.2% |
| Q2 2019 | $7,787,000 | +2.5% | 59,651 | +1.1% | 4.60% | -2.0% |
| Q1 2019 | $7,594,000 | +10.6% | 58,991 | -2.0% | 4.69% | -1.2% |
| Q4 2018 | $6,864,000 | – | 60,178 | – | 4.75% | – |
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% |