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 | $6,900,622 | -2.9% | 43,267 | +0.7% | 0.76% | +1.7% |
| Q2 2023 | $7,108,572 | +3.8% | 42,978 | -0.3% | 0.75% | -3.1% |
| Q1 2023 | $6,845,122 | +7.2% | 43,116 | +7.2% | 0.78% | -0.3% |
| Q4 2022 | $6,386,756 | +10.6% | 40,219 | -0.2% | 0.78% | -1.6% |
| Q3 2022 | $5,776,000 | -2.2% | 40,280 | +2.2% | 0.79% | +1.4% |
| Q2 2022 | $5,904,000 | -14.9% | 39,408 | -0.0% | 0.78% | -3.5% |
| Q1 2022 | $6,937,000 | -0.8% | 39,427 | +0.8% | 0.81% | +8.5% |
| Q4 2021 | $6,994,000 | +6.1% | 39,106 | +0.4% | 0.74% | -8.1% |
| Q3 2021 | $6,592,000 | -4.9% | 38,944 | -2.5% | 0.81% | -5.0% |
| Q2 2021 | $6,934,000 | +2.0% | 39,927 | -2.7% | 0.85% | -4.3% |
| Q1 2021 | $6,796,000 | +18.9% | 41,036 | +2.1% | 0.89% | +13.6% |
| Q4 2020 | $5,718,000 | +28.8% | 40,205 | +0.2% | 0.78% | +8.1% |
| Q3 2020 | $4,438,000 | +3.7% | 40,118 | +0.2% | 0.73% | -5.8% |
| Q2 2020 | $4,280,000 | +141.3% | 40,029 | +100.4% | 0.77% | +130.8% |
| Q1 2020 | $1,774,000 | -50.5% | 19,979 | -23.6% | 0.33% | -32.1% |
| Q4 2019 | $3,585,000 | +4.8% | 26,158 | -1.5% | 0.49% | -3.5% |
| Q3 2019 | $3,421,000 | -3.4% | 26,548 | -2.1% | 0.51% | -2.9% |
| Q2 2019 | $3,541,000 | +0.7% | 27,124 | -0.7% | 0.52% | -3.5% |
| Q1 2019 | $3,517,000 | +11.5% | 27,319 | -1.2% | 0.54% | +3.2% |
| Q4 2018 | $3,155,000 | -44.5% | 27,657 | -32.2% | 0.53% | -52.8% |
| Q3 2018 | $5,682,000 | +5.2% | 40,773 | +2.5% | 1.12% | -3.6% |
| Q2 2018 | $5,400,000 | +7.3% | 39,769 | +2.3% | 1.16% | +4.3% |
| Q1 2018 | $5,033,000 | +0.2% | 38,888 | +2.8% | 1.11% | +13.8% |
| Q4 2017 | $5,025,000 | +21.3% | 37,846 | +16.8% | 0.98% | +7.5% |
| Q3 2017 | $4,142,000 | +7.1% | 32,409 | +3.0% | 0.91% | +2.1% |
| Q2 2017 | $3,868,000 | +4.8% | 31,469 | +4.7% | 0.89% | -1.7% |
| Q1 2017 | $3,691,000 | +7.4% | 30,044 | +5.7% | 0.90% | +2.5% |
| Q4 2016 | $3,438,000 | +8.8% | 28,415 | -0.5% | 0.88% | -2.6% |
| Q3 2016 | $3,160,000 | +5.6% | 28,553 | +0.5% | 0.91% | -4.4% |
| Q2 2016 | $2,992,000 | +8.8% | 28,409 | +5.3% | 0.95% | -1.2% |
| Q1 2016 | $2,749,000 | +10.7% | 26,985 | +7.3% | 0.96% | +18.5% |
| Q4 2015 | $2,484,000 | -29.2% | 25,150 | -30.6% | 0.81% | -35.1% |
| Q3 2015 | $3,510,000 | +20.0% | 36,241 | +33.5% | 1.25% | -9.0% |
| Q2 2015 | $2,926,000 | +0.0% | 27,139 | +1.5% | 1.37% | -1.6% |
| Q1 2015 | $2,925,000 | -12.5% | 26,733 | -15.4% | 1.39% | +11.1% |
| Q4 2014 | $3,343,000 | +1419.5% | 31,608 | +1296.7% | 1.26% | +1084.0% |
| Q4 2013 | $220,000 | – | 2,263 | – | 0.11% | – |
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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% |