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 | $175,986,666 | +0.2% | 1,103,434 | +3.9% | 0.04% | 0.0% |
| Q2 2023 | $175,686,982 | +1.1% | 1,062,194 | -3.0% | 0.04% | -5.4% |
| Q1 2023 | $173,853,219 | +5.2% | 1,095,069 | +5.2% | 0.04% | 0.0% |
| Q4 2022 | $165,299,815 | +15.0% | 1,040,931 | +3.8% | 0.04% | +12.1% |
| Q3 2022 | $143,799,000 | -0.8% | 1,002,787 | +3.6% | 0.03% | 0.0% |
| Q2 2022 | $144,979,000 | -17.6% | 967,687 | -3.3% | 0.03% | -10.8% |
| Q1 2022 | $176,049,000 | +4.3% | 1,000,614 | +6.0% | 0.04% | +8.8% |
| Q4 2021 | $168,771,000 | -3.7% | 943,644 | -8.9% | 0.03% | -8.1% |
| Q3 2021 | $175,327,000 | +5.4% | 1,035,843 | +8.2% | 0.04% | 0.0% |
| Q2 2021 | $166,290,000 | +33.3% | 957,563 | +27.2% | 0.04% | +19.4% |
| Q1 2021 | $124,713,000 | +28.3% | 753,055 | +10.2% | 0.03% | +24.0% |
| Q4 2020 | $97,215,000 | +32.5% | 683,601 | +3.1% | 0.02% | +19.0% |
| Q3 2020 | $73,380,000 | +4.8% | 663,293 | +1.3% | 0.02% | 0.0% |
| Q2 2020 | $70,012,000 | +16.6% | 654,818 | -3.2% | 0.02% | 0.0% |
| Q1 2020 | $60,055,000 | -25.2% | 676,299 | +15.4% | 0.02% | +5.0% |
| Q4 2019 | $80,300,000 | +27.0% | 585,833 | +19.4% | 0.02% | +11.1% |
| Q3 2019 | $63,240,000 | +3.9% | 490,794 | +5.3% | 0.02% | 0.0% |
| Q2 2019 | $60,863,000 | -24.2% | 466,241 | -25.2% | 0.02% | -25.0% |
| Q1 2019 | $80,252,000 | +18.7% | 623,417 | +5.1% | 0.02% | +9.1% |
| Q4 2018 | $67,635,000 | -9.0% | 592,974 | +11.2% | 0.02% | +15.8% |
| Q3 2018 | $74,288,000 | +72.9% | 533,066 | +68.5% | 0.02% | +58.3% |
| Q2 2018 | $42,965,000 | -69.3% | 316,411 | -70.8% | 0.01% | -66.7% |
| Q1 2018 | $140,039,000 | +414.5% | 1,082,052 | +427.9% | 0.04% | +414.3% |
| Q4 2017 | $27,219,000 | +65.0% | 204,992 | +58.8% | 0.01% | +75.0% |
| Q3 2017 | $16,492,000 | +19.6% | 129,054 | +15.0% | 0.00% | 0.0% |
| Q2 2017 | $13,791,000 | +6.7% | 112,202 | +6.7% | 0.00% | 0.0% |
| Q1 2017 | $12,924,000 | -5.5% | 105,192 | -6.9% | 0.00% | 0.0% |
| Q4 2016 | $13,678,000 | -30.1% | 113,039 | -36.1% | 0.00% | -33.3% |
| Q3 2016 | $19,572,000 | +5.9% | 176,862 | +0.8% | 0.01% | 0.0% |
| Q2 2016 | $18,478,000 | +4.1% | 175,463 | +0.7% | 0.01% | 0.0% |
| Q1 2016 | $17,750,000 | +0.9% | 174,222 | -2.2% | 0.01% | 0.0% |
| Q4 2015 | $17,596,000 | -20.5% | 178,155 | -22.1% | 0.01% | -14.3% |
| Q3 2015 | $22,142,000 | +0.8% | 228,621 | +12.2% | 0.01% | 0.0% |
| Q2 2015 | $21,960,000 | +0.3% | 203,690 | +1.7% | 0.01% | 0.0% |
| Q1 2015 | $21,905,000 | +9.4% | 200,225 | +5.8% | 0.01% | +16.7% |
| Q4 2014 | $20,024,000 | +8.6% | 189,321 | +2.4% | 0.01% | 0.0% |
| Q3 2014 | $18,445,000 | -1.3% | 184,931 | +4.4% | 0.01% | 0.0% |
| Q2 2014 | $18,687,000 | +3.6% | 177,131 | -1.1% | 0.01% | 0.0% |
| Q1 2014 | $18,030,000 | +16.8% | 179,158 | +13.0% | 0.01% | +20.0% |
| Q4 2013 | $15,441,000 | +194.1% | 158,576 | +172.6% | 0.01% | +150.0% |
| Q3 2013 | $5,250,000 | +96.9% | 58,180 | +82.6% | 0.00% | +100.0% |
| Q2 2013 | $2,667,000 | +318.7% | 31,861 | +263.5% | 0.00% | – |
| Q4 2012 | $637,000 | -1.2% | 8,766 | -2.3% | 0.00% | – |
| Q3 2012 | $645,000 | +109.4% | 8,973 | +98.6% | 0.00% | – |
| Q2 2012 | $308,000 | +39.4% | 4,519 | +43.9% | 0.00% | – |
| Q1 2012 | $221,000 | – | 3,140 | – | 0.00% | – |
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% |