VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $184,197,120 | +0.7% | 1,154,891 | +4.4% | 0.33% | +3.8% |
| Q2 2023 | $182,897,150 | +11.4% | 1,105,777 | +6.9% | 0.32% | +4.6% |
| Q1 2023 | $164,211,390 | +3.9% | 1,034,291 | +4.0% | 0.30% | -13.1% |
| Q4 2022 | $157,994,830 | +22.9% | 994,925 | +11.0% | 0.35% | +22.3% |
| Q3 2022 | $128,545,000 | +4.9% | 896,437 | +9.5% | 0.29% | +8.3% |
| Q2 2022 | $122,576,000 | -23.3% | 818,384 | -9.8% | 0.26% | -17.4% |
| Q1 2022 | $159,764,000 | +7.4% | 907,253 | +9.2% | 0.32% | +15.1% |
| Q4 2021 | $148,785,000 | +48.7% | 830,825 | +40.9% | 0.28% | +32.9% |
| Q3 2021 | $100,044,000 | +2.8% | 589,790 | +5.3% | 0.21% | -2.8% |
| Q2 2021 | $97,313,000 | +35.4% | 559,979 | +11.0% | 0.22% | +19.3% |
| Q1 2021 | $71,851,000 | 0.0% | 504,396 | 0.0% | 0.18% | -2.7% |
| Q4 2020 | $71,851,000 | +30.8% | 504,396 | +1.7% | 0.19% | +17.0% |
| Q3 2020 | $54,951,000 | +4.5% | 495,905 | +1.0% | 0.16% | -2.5% |
| Q2 2020 | $52,570,000 | +89.8% | 490,763 | +57.6% | 0.16% | +59.8% |
| Q1 2020 | $27,694,000 | -43.0% | 311,489 | -12.0% | 0.10% | -29.7% |
| Q4 2019 | $48,566,000 | +9.5% | 354,126 | +2.9% | 0.14% | +27.2% |
| Q3 2019 | $44,370,000 | +3.1% | 343,996 | +4.4% | 0.11% | -19.1% |
| Q2 2019 | $43,032,000 | +17.6% | 329,618 | +16.2% | 0.14% | +14.6% |
| Q1 2019 | $36,584,000 | +33.1% | 283,611 | +17.7% | 0.12% | +25.5% |
| Q4 2018 | $27,482,000 | -52.6% | 240,902 | -42.0% | 0.10% | -53.3% |
| Q3 2018 | $57,987,000 | -0.3% | 415,456 | -3.0% | 0.21% | +6.1% |
| Q2 2018 | $58,154,000 | +7.5% | 428,263 | +2.5% | 0.20% | -4.3% |
| Q1 2018 | $54,099,000 | +24.4% | 418,018 | +27.6% | 0.21% | +37.1% |
| Q4 2017 | $43,503,000 | +0.1% | 327,633 | -3.6% | 0.15% | -1.9% |
| Q3 2017 | $43,444,000 | +49.1% | 339,970 | +43.4% | 0.15% | +32.8% |
| Q2 2017 | $29,131,000 | +17.8% | 237,012 | +17.7% | 0.12% | +7.4% |
| Q1 2017 | $24,735,000 | +16.6% | 201,322 | +14.9% | 0.11% | +4.9% |
| Q4 2016 | $21,208,000 | -3.2% | 175,274 | -11.5% | 0.10% | -7.2% |
| Q3 2016 | $21,914,000 | +33.9% | 198,035 | +27.4% | 0.11% | +13.3% |
| Q2 2016 | $16,367,000 | +22.7% | 155,417 | +18.7% | 0.10% | +18.1% |
| Q1 2016 | $13,342,000 | +166.4% | 130,953 | +158.2% | 0.08% | +167.7% |
| Q4 2015 | $5,008,000 | -17.7% | 50,713 | -19.3% | 0.03% | -44.6% |
| Q3 2015 | $6,083,000 | -23.4% | 62,812 | -14.8% | 0.06% | -22.2% |
| Q2 2015 | $7,946,000 | +28.8% | 73,699 | +30.6% | 0.07% | +33.3% |
| Q1 2015 | $6,171,000 | +50.7% | 56,418 | +45.7% | 0.05% | +50.0% |
| Q4 2014 | $4,095,000 | – | 38,712 | – | 0.04% | – |
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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% |