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 | $55,304,284 | +0.2% | 346,757 | +3.9% | 7.16% | +1.4% |
| Q2 2023 | $55,211,116 | +13.4% | 333,804 | +8.9% | 7.06% | +5.2% |
| Q1 2023 | $48,671,407 | +6.6% | 306,572 | +6.7% | 6.71% | -8.0% |
| Q4 2022 | $45,639,781 | +14.4% | 287,404 | +3.3% | 7.29% | +0.4% |
| Q3 2022 | $39,892,000 | +5.3% | 278,185 | +10.0% | 7.26% | +5.9% |
| Q2 2022 | $37,898,000 | -5.2% | 252,960 | +11.3% | 6.86% | -2.6% |
| Q1 2022 | $39,997,000 | +7.2% | 227,336 | +9.0% | 7.04% | -1.4% |
| Q4 2021 | $37,305,000 | +22.0% | 208,584 | +15.4% | 7.14% | +1.1% |
| Q3 2021 | $30,583,000 | +9.1% | 180,685 | +11.9% | 7.06% | +3.4% |
| Q2 2021 | $28,038,000 | +26.0% | 161,454 | +20.2% | 6.83% | +5.7% |
| Q1 2021 | $22,246,000 | +26.2% | 134,328 | +8.4% | 6.46% | +6.7% |
| Q4 2020 | $17,628,000 | +45.1% | 123,960 | +12.9% | 6.05% | +22.3% |
| Q3 2020 | $12,150,000 | +9.3% | 109,827 | +5.6% | 4.95% | -1.8% |
| Q2 2020 | $11,116,000 | +62.4% | 103,967 | +34.9% | 5.04% | +15.3% |
| Q1 2020 | $6,843,000 | +3082.8% | 77,062 | +4824.1% | 4.37% | +3111.8% |
| Q4 2019 | $215,000 | +6.4% | 1,565 | 0.0% | 0.14% | -2.9% |
| Q3 2019 | $202,000 | -1.0% | 1,565 | 0.0% | 0.14% | -7.9% |
| Q2 2019 | $204,000 | -4.2% | 1,565 | -5.3% | 0.15% | -8.4% |
| Q1 2019 | $213,000 | -36.0% | 1,653 | -43.4% | 0.17% | -42.0% |
| Q4 2018 | $333,000 | -13.3% | 2,922 | +6.0% | 0.29% | -13.1% |
| Q3 2018 | $384,000 | +1.9% | 2,757 | -0.6% | 0.33% | -11.6% |
| Q2 2018 | $377,000 | +5.0% | 2,774 | +0.0% | 0.37% | +2.5% |
| Q1 2018 | $359,000 | -1.6% | 2,773 | +1.0% | 0.36% | -1.9% |
| Q4 2017 | $365,000 | – | 2,745 | – | 0.37% | – |
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% |