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 | $14,572,440 | -17.9% | 91,369 | -18.3% | 0.08% | -17.8% |
| Q2 2023 | $17,757,463 | 0.0% | 111,851 | 0.0% | 0.10% | 0.0% |
| Q1 2023 | $17,757,463 | -9.7% | 111,851 | -9.6% | 0.10% | -12.2% |
| Q4 2022 | $19,655,152 | +1.7% | 123,773 | -8.2% | 0.12% | -5.7% |
| Q3 2022 | $19,325,000 | -4.7% | 134,768 | -0.5% | 0.12% | +2.5% |
| Q2 2022 | $20,285,000 | +9.9% | 135,404 | +29.0% | 0.12% | +30.8% |
| Q1 2022 | $18,459,000 | -0.3% | 104,924 | +1.3% | 0.09% | +3.4% |
| Q4 2021 | $18,520,000 | +5.4% | 103,556 | -0.2% | 0.09% | -3.3% |
| Q3 2021 | $17,566,000 | -1.1% | 103,788 | +1.4% | 0.09% | -1.1% |
| Q2 2021 | $17,765,000 | +3.5% | 102,305 | -1.3% | 0.09% | -1.1% |
| Q1 2021 | $17,167,000 | +18.0% | 103,663 | +1.3% | 0.09% | +16.2% |
| Q4 2020 | $14,552,000 | +25.0% | 102,330 | -2.8% | 0.08% | +14.3% |
| Q3 2020 | $11,645,000 | -7.3% | 105,263 | -10.4% | 0.07% | -9.1% |
| Q2 2020 | $12,558,000 | -25.8% | 117,463 | -4.9% | 0.08% | 0.0% |
| Q1 2020 | $16,927,000 | 0.0% | 123,499 | 0.0% | 0.08% | 0.0% |
| Q4 2019 | $16,927,000 | +11.3% | 123,499 | +4.6% | 0.08% | +10.0% |
| Q3 2019 | $15,208,000 | -0.7% | 118,037 | +0.6% | 0.07% | +4.5% |
| Q2 2019 | $15,309,000 | -3.0% | 117,282 | -4.3% | 0.07% | -5.6% |
| Q1 2019 | $15,778,000 | +9.0% | 122,577 | -3.4% | 0.07% | 0.0% |
| Q4 2018 | $14,472,000 | -8.8% | 126,888 | +11.4% | 0.07% | +10.9% |
| Q3 2018 | $15,877,000 | +10.5% | 113,934 | +5.3% | 0.06% | +6.7% |
| Q1 2018 | $14,372,000 | 0.0% | 108,243 | 0.0% | 0.06% | 0.0% |
| Q4 2017 | $14,372,000 | +88.6% | 108,243 | +81.5% | 0.06% | +81.8% |
| Q3 2017 | $7,619,000 | +25.0% | 59,628 | +20.1% | 0.03% | +13.8% |
| Q2 2017 | $6,097,000 | 0.0% | 49,636 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $6,097,000 | +9.9% | 49,636 | +8.2% | 0.03% | -3.3% |
| Q4 2016 | $5,550,000 | +21.1% | 45,874 | +10.7% | 0.03% | +15.4% |
| Q3 2016 | $4,584,000 | +17.5% | 41,439 | +11.8% | 0.03% | +8.3% |
| Q2 2016 | $3,901,000 | +1.8% | 37,056 | -1.5% | 0.02% | -4.0% |
| Q1 2016 | $3,831,000 | -14.8% | 37,616 | -17.4% | 0.02% | -19.4% |
| Q4 2015 | $4,495,000 | +44.2% | 45,521 | +41.4% | 0.03% | +34.8% |
| Q3 2015 | $3,117,000 | +101.0% | 32,191 | +123.6% | 0.02% | +109.1% |
| Q2 2015 | $1,551,000 | -1.5% | 14,396 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $1,574,000 | -12.5% | 14,396 | -15.4% | 0.01% | -21.4% |
| Q4 2014 | $1,799,000 | +8.5% | 17,021 | +2.3% | 0.01% | -6.7% |
| Q3 2014 | $1,658,000 | -2.4% | 16,631 | +3.3% | 0.02% | 0.0% |
| Q2 2014 | $1,698,000 | +153.8% | 16,101 | +141.6% | 0.02% | +150.0% |
| Q1 2014 | $669,000 | -10.3% | 6,663 | -13.0% | 0.01% | -25.0% |
| Q4 2013 | $746,000 | +5.5% | 7,663 | -2.3% | 0.01% | 0.0% |
| Q3 2013 | $707,000 | +8.4% | 7,846 | +0.6% | 0.01% | 0.0% |
| Q2 2013 | $652,000 | – | 7,801 | – | 0.01% | – |
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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% |