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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $17,381,446 | -10.4% | 99,237 | -18.4% | 0.97% | -29.3% |
| Q3 2023 | $19,389,690 | -13.4% | 121,573 | -10.2% | 1.37% | -14.0% |
| Q2 2023 | $22,381,330 | -5.6% | 135,316 | -9.4% | 1.59% | -26.3% |
| Q4 2022 | $23,717,245 | +1.3% | 149,353 | -8.5% | 2.16% | -20.6% |
| Q3 2022 | $23,403,000 | -9.4% | 163,201 | -5.4% | 2.72% | -11.7% |
| Q2 2022 | $25,844,000 | -22.6% | 172,497 | -9.1% | 3.08% | -34.4% |
| Q1 2022 | $33,386,000 | +22.9% | 189,758 | +24.9% | 4.70% | +35.7% |
| Q4 2021 | $27,175,000 | -8.0% | 151,943 | -12.2% | 3.47% | +42.8% |
| Q3 2021 | $29,526,000 | +34.7% | 173,013 | +37.1% | 2.43% | +14.9% |
| Q2 2021 | $21,923,000 | +154.1% | 126,234 | +142.3% | 2.11% | -22.4% |
| Q1 2021 | $8,627,000 | +29.1% | 52,094 | +10.9% | 2.72% | +16.0% |
| Q4 2020 | $6,680,000 | +49.5% | 46,970 | +16.3% | 2.34% | +30.6% |
| Q3 2020 | $4,468,000 | +29.8% | 40,390 | +25.5% | 1.80% | +12.0% |
| Q2 2020 | $3,441,000 | +53.8% | 32,186 | +27.8% | 1.60% | +22.7% |
| Q1 2020 | $2,237,000 | – | 25,191 | – | 1.31% | – |
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% |