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 | $10,376,887 | -2.4% | 65,063 | +1.2% | 2.69% | -1.5% |
| Q2 2023 | $10,635,230 | +2.4% | 64,300 | -1.7% | 2.73% | -3.0% |
| Q1 2023 | $10,389,294 | +3.2% | 65,440 | +3.2% | 2.81% | +6.1% |
| Q4 2022 | $10,065,369 | +11.7% | 63,384 | +0.8% | 2.65% | +3.3% |
| Q3 2022 | $9,014,549 | -1.2% | 62,862 | +3.2% | 2.57% | +1.0% |
| Q2 2022 | $9,123,816 | -12.4% | 60,898 | +2.9% | 2.54% | -1.1% |
| Q1 2022 | $10,410,800 | +3.5% | 59,172 | +5.2% | 2.57% | -0.3% |
| Q4 2021 | $10,059,838 | +7.4% | 56,247 | +1.7% | 2.58% | -3.6% |
| Q3 2021 | $9,362,599 | +0.6% | 55,314 | +3.2% | 2.67% | -1.0% |
| Q2 2021 | $9,309,132 | +7.6% | 53,605 | +2.7% | 2.70% | -3.7% |
| Q1 2021 | $8,647,711 | +16.8% | 52,217 | +0.3% | 2.80% | +7.1% |
| Q4 2020 | $7,405,845 | +30.9% | 52,076 | +1.9% | 2.62% | +14.2% |
| Q3 2020 | $5,656,146 | -6.2% | 51,126 | -9.3% | 2.29% | -17.7% |
| Q2 2020 | $6,030,000 | +5.8% | 56,396 | -12.1% | 2.78% | -8.1% |
| Q1 2020 | $5,698,000 | -21.1% | 64,169 | +21.8% | 3.03% | -3.3% |
| Q4 2019 | $7,220,000 | +10.4% | 52,673 | +3.8% | 3.13% | +1.9% |
| Q3 2019 | $6,538,000 | +6.3% | 50,740 | +7.7% | 3.08% | +16.5% |
| Q2 2019 | $6,152,000 | +16.2% | 47,128 | +14.6% | 2.64% | -5.6% |
| Q1 2019 | $5,294,000 | +14.4% | 41,121 | +1.4% | 2.80% | -2.0% |
| Q4 2018 | $4,626,000 | – | 40,554 | – | 2.85% | – |
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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% |