VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,849,780 | -11.9% | 55,488 | -8.7% | 0.26% | -11.1% |
| Q2 2023 | $10,047,884 | +12.4% | 60,749 | +7.9% | 0.29% | +5.1% |
| Q1 2023 | $8,939,616 | +97196.6% | 56,309 | -2.7% | 0.27% | -4.9% |
| Q4 2022 | $9,188 | -99.9% | 57,858 | -46.0% | 0.29% | +8.7% |
| Q3 2022 | $7,682,675 | -6.1% | 107,048 | +96.0% | 0.26% | -4.0% |
| Q2 2022 | $8,184,000 | -11.5% | 54,625 | +4.0% | 0.28% | -19.1% |
| Q1 2022 | $9,243,000 | -1.3% | 52,536 | +0.3% | 0.34% | +1.8% |
| Q4 2021 | $9,367,000 | +8.3% | 52,371 | +2.5% | 0.34% | +2.4% |
| Q3 2021 | $8,646,000 | +0.2% | 51,083 | +2.8% | 0.33% | +1.6% |
| Q2 2021 | $8,630,000 | -5.5% | 49,694 | -9.9% | 0.32% | -11.0% |
| Q1 2021 | $9,132,000 | -6.3% | 55,138 | -19.6% | 0.36% | -11.9% |
| Q4 2020 | $9,749,000 | +50.2% | 68,553 | +16.8% | 0.41% | +31.3% |
| Q3 2020 | $6,492,000 | +11.1% | 58,679 | +7.4% | 0.31% | +4.7% |
| Q2 2020 | $5,843,000 | +16.0% | 54,645 | -3.6% | 0.30% | -3.5% |
| Q1 2020 | $5,035,000 | -35.3% | 56,699 | -0.1% | 0.31% | -18.6% |
| Q4 2019 | $7,782,000 | +8.1% | 56,778 | +1.6% | 0.38% | +5.0% |
| Q3 2019 | $7,202,000 | -5.3% | 55,892 | -4.0% | 0.36% | -6.2% |
| Q2 2019 | $7,602,000 | -5.0% | 58,240 | -6.3% | 0.39% | -7.4% |
| Q1 2019 | $7,998,000 | -9.4% | 62,126 | -19.8% | 0.42% | -14.5% |
| Q4 2018 | $8,831,000 | +17.6% | 77,427 | +43.7% | 0.49% | +32.2% |
| Q3 2018 | $7,508,000 | +9.8% | 53,874 | +6.9% | 0.37% | +4.8% |
| Q2 2018 | $6,841,000 | +13.3% | 50,375 | +7.9% | 0.35% | +11.0% |
| Q1 2018 | $6,040,000 | +5.7% | 46,669 | +8.4% | 0.32% | +7.8% |
| Q4 2017 | $5,716,000 | +13.6% | 43,052 | +9.4% | 0.30% | +8.1% |
| Q3 2017 | $5,030,000 | +5.4% | 39,365 | +1.4% | 0.27% | +4.2% |
| Q2 2017 | $4,773,000 | +7.8% | 38,828 | +7.7% | 0.26% | +7.8% |
| Q1 2017 | $4,429,000 | +80.8% | 36,047 | +78.1% | 0.24% | +72.3% |
| Q4 2016 | $2,449,000 | -72.8% | 20,237 | -75.1% | 0.14% | -72.6% |
| Q3 2016 | $8,996,000 | +8.5% | 81,289 | +3.2% | 0.51% | +9.4% |
| Q2 2016 | $8,293,000 | +4.0% | 78,754 | +0.7% | 0.47% | 0.0% |
| Q1 2016 | $7,971,000 | +4.7% | 78,242 | +1.5% | 0.47% | +4.2% |
| Q4 2015 | $7,614,000 | +2.8% | 77,085 | +0.8% | 0.45% | +0.4% |
| Q3 2015 | $7,405,000 | -12.4% | 76,451 | -2.5% | 0.45% | -5.5% |
| Q2 2015 | $8,456,000 | +2154.9% | 78,438 | +2184.8% | 0.48% | +2275.0% |
| Q1 2015 | $375,000 | +31.6% | 3,433 | +27.1% | 0.02% | +11.1% |
| Q4 2014 | $285,000 | +15.4% | 2,701 | +9.3% | 0.02% | +12.5% |
| Q3 2014 | $247,000 | – | 2,472 | – | 0.02% | – |
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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% |