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 | $31,468,958 | -2.3% | 197,310 | +1.4% | 2.32% | -1.0% |
| Q2 2023 | $32,195,178 | +4.4% | 194,650 | +0.2% | 2.35% | -12.9% |
| Q1 2023 | $30,850,685 | -1.6% | 194,323 | -1.5% | 2.70% | -8.6% |
| Q4 2022 | $31,337,681 | -99.9% | 197,341 | +4.6% | 2.95% | +15.0% |
| Q3 2022 | $27,045,672,000 | -2.5% | 188,603 | +1.8% | 2.56% | -1.5% |
| Q2 2022 | $27,748,010,000 | -16.3% | 185,209 | -1.8% | 2.60% | +0.5% |
| Q1 2022 | $33,170,411,000 | -1.9% | 188,533 | -0.3% | 2.59% | +0.3% |
| Q4 2021 | $33,818,725,000 | +7.0% | 189,090 | +1.2% | 2.58% | -4.9% |
| Q3 2021 | $31,611,018,000 | -0.6% | 186,760 | +1.9% | 2.71% | -13.9% |
| Q2 2021 | $31,817,299,000 | -6.6% | 183,216 | -11.0% | 3.15% | -29.9% |
| Q1 2021 | $34,078,148,000 | +14.1% | 205,773 | -2.1% | 4.49% | +7.0% |
| Q4 2020 | $29,877,087,000 | +26.1% | 210,091 | -1.9% | 4.20% | +7.2% |
| Q3 2020 | $23,684,614,000 | +3.8% | 214,089 | +0.3% | 3.92% | -3.0% |
| Q2 2020 | $22,817,103,000 | +41.5% | 213,404 | +17.5% | 4.04% | +14.0% |
| Q1 2020 | $16,121,485,000 | -33.9% | 181,548 | +2.0% | 3.54% | -14.5% |
| Q4 2019 | $24,386,890,000 | +0.0% | 177,916 | -14.6% | 4.14% | +0.2% |
| Q3 2019 | $24,386,073,000 | +2.1% | 208,431 | +14.5% | 4.13% | +2.5% |
| Q2 2019 | $23,891,452,000 | +3.9% | 181,988 | +2.4% | 4.03% | +2.2% |
| Q1 2019 | $22,993,542,000 | +13.5% | 177,806 | +0.1% | 3.95% | +0.3% |
| Q4 2018 | $20,260,149,000 | – | 177,627 | – | 3.93% | – |
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% |