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 | $40,367,521 | -6.0% | 253,206 | -2.4% | 4.09% | -7.2% |
| Q2 2023 | $42,952,527 | +1.8% | 259,367 | -2.4% | 4.41% | -8.5% |
| Q1 2023 | $42,185,614 | -0.4% | 265,719 | -0.3% | 4.82% | -10.8% |
| Q4 2022 | $42,338,816 | +12.4% | 266,617 | +1.5% | 5.40% | -4.9% |
| Q3 2022 | $37,662,000 | -2.3% | 262,638 | +2.0% | 5.68% | -8.2% |
| Q2 2022 | $38,563,000 | -11.7% | 257,395 | +3.7% | 6.19% | -16.1% |
| Q1 2022 | $43,671,000 | -0.5% | 248,216 | +1.2% | 7.37% | -5.2% |
| Q4 2021 | $43,880,000 | +6.8% | 245,344 | +1.0% | 7.78% | -18.2% |
| Q3 2021 | $41,100,000 | -3.6% | 242,825 | -1.1% | 9.51% | -9.1% |
| Q2 2021 | $42,629,000 | +3.1% | 245,477 | -1.7% | 10.46% | -5.7% |
| Q1 2021 | $41,367,000 | +13.6% | 249,688 | -2.1% | 11.10% | -1.1% |
| Q4 2020 | $36,413,000 | +23.7% | 254,949 | -3.6% | 11.22% | +5.8% |
| Q3 2020 | $29,429,000 | +0.6% | 264,418 | -3.1% | 10.61% | -5.9% |
| Q2 2020 | $29,240,000 | +15.2% | 272,981 | -3.8% | 11.27% | +0.4% |
| Q1 2020 | $25,380,000 | -21.9% | 283,724 | +19.8% | 11.23% | -9.3% |
| Q4 2019 | $32,494,000 | +7.8% | 236,812 | +1.2% | 12.38% | -2.8% |
| Q3 2019 | $30,150,000 | -2.6% | 234,102 | -1.3% | 12.74% | -1.7% |
| Q2 2019 | $30,968,000 | +2.9% | 237,226 | +1.5% | 12.96% | 0.0% |
| Q1 2019 | $30,091,000 | +15.6% | 233,749 | +2.4% | 12.96% | +3.0% |
| Q4 2018 | $26,036,000 | +26.5% | 228,266 | +53.2% | 12.58% | +28.0% |
| Q3 2018 | $20,585,000 | -0.4% | 149,043 | -1.8% | 9.82% | -6.6% |
| Q2 2018 | $20,658,000 | +6.2% | 151,783 | -1.3% | 10.52% | +3.3% |
| Q1 2018 | $19,458,000 | -3.3% | 153,766 | +3.0% | 10.18% | +3.6% |
| Q4 2017 | $20,128,000 | +3.8% | 149,296 | -1.0% | 9.82% | -0.4% |
| Q3 2017 | $19,396,000 | +5.5% | 150,731 | +0.3% | 9.86% | +0.9% |
| Q2 2017 | $18,391,000 | -8.2% | 150,227 | +0.9% | 9.77% | -2.0% |
| Q1 2017 | $20,030,000 | +10.1% | 148,941 | -0.7% | 9.97% | +1.1% |
| Q4 2016 | $18,197,000 | +8.1% | 149,933 | -1.4% | 9.87% | +6.8% |
| Q3 2016 | $16,835,000 | +3.1% | 152,136 | -1.9% | 9.24% | +3.0% |
| Q2 2016 | $16,333,000 | +1.5% | 155,096 | -1.8% | 8.97% | -1.2% |
| Q1 2016 | $16,084,000 | +27.3% | 157,871 | +23.4% | 9.08% | +20.0% |
| Q4 2015 | $12,634,000 | +0.7% | 127,913 | -1.3% | 7.57% | -5.2% |
| Q3 2015 | $12,545,000 | +18.1% | 129,538 | +31.5% | 7.99% | +17.0% |
| Q2 2015 | $10,620,000 | -2.6% | 98,488 | -1.2% | 6.83% | +0.1% |
| Q1 2015 | $10,906,000 | +2.4% | 99,681 | -1.0% | 6.82% | -1.6% |
| Q4 2014 | $10,653,000 | +10.0% | 100,721 | +3.8% | 6.93% | +4.7% |
| Q3 2014 | $9,681,000 | -5.3% | 97,067 | +0.2% | 6.62% | -3.7% |
| Q2 2014 | $10,218,000 | +6.6% | 96,857 | +1.7% | 6.87% | -0.2% |
| Q1 2014 | $9,583,000 | +4.2% | 95,228 | +0.9% | 6.88% | -0.9% |
| Q4 2013 | $9,193,000 | +7.7% | 94,419 | -0.2% | 6.94% | +0.9% |
| Q3 2013 | $8,535,000 | +8.0% | 94,582 | +0.2% | 6.88% | +1.4% |
| Q2 2013 | $7,902,000 | +1.8% | 94,403 | -0.1% | 6.79% | -1.3% |
| Q1 2013 | $7,763,000 | +14.2% | 94,502 | +1.0% | 6.88% | +5.9% |
| Q4 2012 | $6,795,000 | +9.2% | 93,539 | +8.0% | 6.49% | -0.3% |
| Q3 2012 | $6,225,000 | +8.9% | 86,580 | +3.3% | 6.51% | -0.5% |
| Q2 2012 | $5,716,000 | +1.7% | 83,805 | +4.9% | 6.55% | +24.0% |
| Q1 2012 | $5,621,000 | – | 79,859 | – | 5.28% | – |
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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% |