VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,234,457 | -2.0% | 20,280 | +1.6% | 0.32% | +4.2% |
| Q2 2023 | $3,301,880 | +7.1% | 19,963 | +2.8% | 0.31% | +9.3% |
| Q1 2023 | $3,082,008 | -6.6% | 19,413 | -6.5% | 0.28% | -7.9% |
| Q4 2022 | $3,298,117 | +15.8% | 20,769 | +4.6% | 0.30% | +10.9% |
| Q3 2022 | $2,847,000 | -4.3% | 19,853 | 0.0% | 0.27% | +3.0% |
| Q2 2022 | $2,974,000 | -6.5% | 19,853 | +9.8% | 0.27% | +5.1% |
| Q1 2022 | $3,182,000 | +1.3% | 18,083 | +3.0% | 0.25% | +5.4% |
| Q4 2021 | $3,140,000 | +11.9% | 17,555 | +5.9% | 0.24% | +6.7% |
| Q3 2021 | $2,805,000 | -5.0% | 16,572 | -2.5% | 0.22% | -3.8% |
| Q2 2021 | $2,952,000 | +140.2% | 16,999 | +129.1% | 0.23% | +129.4% |
| Q1 2021 | $1,229,000 | +30.3% | 7,421 | +11.9% | 0.10% | +18.6% |
| Q4 2020 | $943,000 | +53.3% | 6,630 | +19.4% | 0.09% | +41.0% |
| Q3 2020 | $615,000 | -11.8% | 5,553 | -14.8% | 0.06% | -15.3% |
| Q2 2020 | $697,000 | +17.7% | 6,516 | -2.3% | 0.07% | +1.4% |
| Q1 2020 | $592,000 | -47.1% | 6,671 | -18.3% | 0.07% | -33.0% |
| Q4 2019 | $1,119,000 | +0.1% | 8,163 | -6.0% | 0.11% | -3.6% |
| Q3 2019 | $1,118,000 | -5.8% | 8,680 | -4.6% | 0.11% | -6.0% |
| Q2 2019 | $1,187,000 | +0.8% | 9,098 | -0.6% | 0.12% | -2.5% |
| Q1 2019 | $1,178,000 | +13.1% | 9,153 | +0.2% | 0.12% | +1.7% |
| Q4 2018 | $1,042,000 | -9.9% | 9,136 | +10.1% | 0.12% | +1.7% |
| Q3 2018 | $1,156,000 | +0.9% | 8,296 | -1.7% | 0.12% | -14.1% |
| Q2 2018 | $1,146,000 | -42.7% | 8,441 | -45.3% | 0.14% | -37.5% |
| Q1 2018 | $1,999,000 | -40.7% | 15,441 | -39.2% | 0.22% | -41.6% |
| Q4 2017 | $3,371,000 | -50.0% | 25,389 | -51.9% | 0.37% | -52.0% |
| Q3 2017 | $6,743,000 | -53.8% | 52,766 | -55.6% | 0.77% | -54.5% |
| Q2 2017 | $14,603,000 | +8.8% | 118,807 | +8.8% | 1.70% | +4.9% |
| Q1 2017 | $13,416,000 | +2712.6% | 109,197 | +2671.5% | 1.62% | +2466.7% |
| Q4 2016 | $477,000 | +121.9% | 3,940 | +103.1% | 0.06% | +142.3% |
| Q3 2016 | $215,000 | +5.4% | 1,940 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $204,000 | – | 1,940 | – | 0.03% | – |
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% |