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 | $24,126,383 | +12.7% | 134,058 | -0.1% | 5.18% | +4.6% |
| Q3 2023 | $21,409,190 | -2.8% | 134,235 | +0.9% | 4.95% | +0.9% |
| Q2 2023 | $22,014,905 | +13.4% | 133,101 | +8.9% | 4.91% | +5.2% |
| Q4 2022 | $19,406,313 | -99.9% | 122,206 | +2.5% | 4.67% | +4.6% |
| Q3 2022 | $17,094,284,000 | -4.0% | 119,207 | +1.7% | 4.46% | +1.7% |
| Q2 2022 | $17,810,255,000 | +5.9% | 117,219 | +22.6% | 4.38% | +12.1% |
| Q1 2022 | $16,822,855,000 | +10.2% | 95,617 | +12.0% | 3.91% | +13.2% |
| Q4 2021 | $15,264,132,000 | +8.9% | 85,346 | +3.1% | 3.46% | +2.2% |
| Q3 2021 | $14,012,020,000 | -0.6% | 82,784 | +2.9% | 3.38% | +0.1% |
| Q2 2021 | $14,101,266,000 | +5.2% | 80,427 | +0.6% | 3.38% | -1.3% |
| Q1 2021 | $13,400,510,000 | +17.8% | 79,941 | -0.1% | 3.43% | +14.2% |
| Q4 2020 | $11,379,075,000 | +26.0% | 80,016 | -2.0% | 3.00% | +9.4% |
| Q3 2020 | $9,033,714,000 | -26.2% | 81,657 | -28.7% | 2.74% | -30.2% |
| Q2 2020 | $12,243,623,000 | +28.3% | 114,512 | -0.2% | 3.93% | +6.9% |
| Q1 2020 | $9,542,059,000 | -37.6% | 114,702 | +0.2% | 3.67% | -21.5% |
| Q4 2019 | $15,293,307,000 | – | 114,488 | – | 4.68% | – |
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% |