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 | $247,910,169 | -13.1% | 1,554,393 | -9.9% | 0.07% | -7.6% |
| Q2 2023 | $285,404,298 | -1.3% | 1,725,540 | -5.2% | 0.08% | -4.8% |
| Q1 2023 | $289,040,142 | +0.1% | 1,820,610 | +0.1% | 0.08% | -4.6% |
| Q4 2022 | $288,811,989 | +18.0% | 1,818,715 | +6.6% | 0.09% | +8.8% |
| Q3 2022 | $244,657,000 | -8.4% | 1,706,115 | -4.3% | 0.08% | -3.6% |
| Q2 2022 | $266,980,000 | -23.4% | 1,781,999 | -10.0% | 0.08% | -6.7% |
| Q1 2022 | $348,538,000 | +6.4% | 1,981,010 | +8.2% | 0.09% | +8.5% |
| Q4 2021 | $327,592,000 | +8.2% | 1,831,661 | +2.4% | 0.08% | +22.4% |
| Q3 2021 | $302,799,000 | -2.3% | 1,788,959 | +0.2% | 0.07% | -1.5% |
| Q2 2021 | $310,058,000 | +6.7% | 1,785,434 | +1.7% | 0.07% | +4.6% |
| Q1 2021 | $290,705,000 | +29.7% | 1,755,358 | +11.3% | 0.06% | +20.4% |
| Q4 2020 | $224,217,000 | +36.6% | 1,576,662 | +6.2% | 0.05% | +20.0% |
| Q3 2020 | $164,191,000 | +4.5% | 1,484,140 | +1.0% | 0.04% | -2.2% |
| Q2 2020 | $157,068,000 | +14.8% | 1,469,023 | -4.6% | 0.05% | -2.1% |
| Q1 2020 | $136,802,000 | -39.7% | 1,540,617 | -6.9% | 0.05% | -23.0% |
| Q4 2019 | $226,842,000 | +29.7% | 1,655,221 | +21.9% | 0.06% | +22.0% |
| Q3 2019 | $174,953,000 | +0.9% | 1,358,006 | +2.2% | 0.05% | 0.0% |
| Q2 2019 | $173,357,000 | +1.7% | 1,329,282 | +0.0% | 0.05% | -2.0% |
| Q1 2019 | $170,471,000 | +16.9% | 1,329,094 | +3.6% | 0.05% | +6.2% |
| Q4 2018 | $145,862,000 | -40.7% | 1,283,485 | -27.4% | 0.05% | -31.4% |
| Q3 2018 | $246,091,000 | +66.7% | 1,769,023 | +62.8% | 0.07% | +59.1% |
| Q2 2018 | $147,584,000 | -1.2% | 1,086,852 | -5.8% | 0.04% | 0.0% |
| Q1 2018 | $149,361,000 | +4.2% | 1,154,074 | +6.9% | 0.04% | +7.3% |
| Q4 2017 | $143,311,000 | -1.1% | 1,079,312 | -4.8% | 0.04% | -8.9% |
| Q3 2017 | $144,868,000 | +4.4% | 1,133,637 | +0.4% | 0.04% | 0.0% |
| Q2 2017 | $138,760,000 | +1.2% | 1,128,963 | +1.2% | 0.04% | 0.0% |
| Q1 2017 | $137,053,000 | +11.7% | 1,115,520 | +10.0% | 0.04% | +4.7% |
| Q4 2016 | $122,653,000 | +25.6% | 1,013,656 | +14.9% | 0.04% | +19.4% |
| Q3 2016 | $97,656,000 | +18.6% | 882,493 | +12.9% | 0.04% | +12.5% |
| Q2 2016 | $82,317,000 | +1.3% | 781,666 | -2.0% | 0.03% | 0.0% |
| Q1 2016 | $81,266,000 | +11.5% | 797,664 | +8.1% | 0.03% | +10.3% |
| Q4 2015 | $72,902,000 | +8.7% | 738,098 | +6.6% | 0.03% | +3.6% |
| Q3 2015 | $67,048,000 | -13.6% | 692,288 | -3.8% | 0.03% | -6.7% |
| Q2 2015 | $77,570,000 | -46.4% | 719,505 | -45.6% | 0.03% | +7.1% |
| Q1 2015 | $144,734,000 | +107.2% | 1,322,976 | +100.3% | 0.03% | +3.7% |
| Q4 2014 | $69,858,000 | +13.7% | 660,470 | +7.2% | 0.03% | +3.8% |
| Q3 2014 | $61,443,000 | -7.2% | 616,036 | -1.8% | 0.03% | -3.7% |
| Q2 2014 | $66,177,000 | +6.4% | 627,268 | +1.5% | 0.03% | +3.8% |
| Q1 2014 | $62,223,000 | +6.5% | 618,281 | +3.0% | 0.03% | +4.0% |
| Q4 2013 | $58,445,000 | +12.2% | 600,239 | +4.0% | 0.02% | 0.0% |
| Q3 2013 | $52,071,000 | +6.3% | 577,033 | -1.4% | 0.02% | 0.0% |
| Q2 2013 | $48,983,000 | – | 585,213 | – | 0.02% | – |
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% |