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 | $45,287,834 | +3.4% | 283,929 | +7.2% | 0.06% | +6.7% |
| Q2 2023 | $43,791,365 | +4.4% | 264,741 | +0.2% | 0.06% | 0.0% |
| Q1 2023 | $41,961,771 | +5.2% | 264,226 | +5.2% | 0.06% | 0.0% |
| Q4 2022 | $39,894,170 | +22.0% | 251,127 | +10.1% | 0.06% | +11.1% |
| Q3 2022 | $32,713,000 | +6.7% | 228,038 | +11.5% | 0.05% | +12.5% |
| Q2 2022 | $30,653,000 | -9.0% | 204,578 | +6.8% | 0.05% | +4.3% |
| Q1 2022 | $33,703,000 | -0.8% | 191,546 | +0.8% | 0.05% | +2.2% |
| Q4 2021 | $33,985,000 | +18.4% | 190,012 | +12.1% | 0.04% | +7.1% |
| Q3 2021 | $28,706,000 | +1.4% | 169,577 | +4.1% | 0.04% | 0.0% |
| Q2 2021 | $28,296,000 | +7.0% | 162,927 | +2.0% | 0.04% | -4.5% |
| Q1 2021 | $26,442,000 | +22.5% | 159,657 | +5.2% | 0.04% | +12.8% |
| Q4 2020 | $21,586,000 | +43.9% | 151,770 | +12.0% | 0.04% | +25.8% |
| Q3 2020 | $14,996,000 | -18.9% | 135,543 | -21.6% | 0.03% | -27.9% |
| Q2 2020 | $18,482,000 | +25.7% | 172,846 | +4.4% | 0.04% | +4.9% |
| Q1 2020 | $14,700,000 | -38.5% | 165,598 | -4.9% | 0.04% | -18.0% |
| Q4 2019 | $23,885,000 | +14.0% | 174,169 | +7.2% | 0.05% | -5.7% |
| Q3 2019 | $20,947,000 | -5.5% | 162,535 | -4.3% | 0.05% | -7.0% |
| Q2 2019 | $22,169,000 | +7.9% | 169,751 | +6.4% | 0.06% | -1.7% |
| Q1 2019 | $20,544,000 | +27.0% | 159,559 | +12.6% | 0.06% | +11.5% |
| Q4 2018 | $16,175,000 | -8.7% | 141,731 | +11.6% | 0.05% | +2.0% |
| Q3 2018 | $17,715,000 | +36.3% | 127,009 | +32.6% | 0.05% | +27.5% |
| Q2 2018 | $12,995,000 | +3.4% | 95,757 | -1.3% | 0.04% | 0.0% |
| Q1 2018 | $12,562,000 | +1.4% | 97,043 | +4.2% | 0.04% | +2.6% |
| Q4 2017 | $12,387,000 | -2.3% | 93,172 | -6.1% | 0.04% | -11.4% |
| Q3 2017 | $12,681,000 | -2.1% | 99,231 | -5.9% | 0.04% | -8.3% |
| Q2 2017 | $12,957,000 | -0.8% | 105,456 | -0.7% | 0.05% | -5.9% |
| Q1 2017 | $13,057,000 | -2.9% | 106,250 | -4.2% | 0.05% | -10.5% |
| Q4 2016 | $13,443,000 | +24.5% | 110,924 | +13.7% | 0.06% | +16.3% |
| Q3 2016 | $10,797,000 | +14.0% | 97,520 | +8.5% | 0.05% | +11.4% |
| Q2 2016 | $9,468,000 | +21.3% | 89,898 | +17.3% | 0.04% | +4.8% |
| Q1 2016 | $7,807,000 | +46.8% | 76,642 | +42.3% | 0.04% | +50.0% |
| Q4 2015 | $5,319,000 | +39.0% | 53,845 | +36.2% | 0.03% | +27.3% |
| Q3 2015 | $3,827,000 | -35.3% | 39,544 | -28.0% | 0.02% | +37.5% |
| Q2 2015 | $5,918,000 | +128.3% | 54,912 | +131.8% | 0.02% | +14.3% |
| Q1 2015 | $2,592,000 | +31.4% | 23,689 | +26.9% | 0.01% | +27.3% |
| Q4 2014 | $1,973,000 | +103.4% | 18,662 | +91.8% | 0.01% | +22.2% |
| Q3 2014 | $970,000 | +29.5% | 9,730 | +37.0% | 0.01% | +28.6% |
| Q2 2014 | $749,000 | +46.9% | 7,102 | +40.1% | 0.01% | +40.0% |
| Q1 2014 | $510,000 | – | 5,071 | – | 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% |