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 | $444 | -1.8% | 2,787 | +2.0% | 0.04% | -2.5% |
| Q2 2023 | $452 | -18.7% | 2,732 | -22.0% | 0.04% | -11.1% |
| Q1 2023 | $556 | -13.9% | 3,502 | -13.8% | 0.04% | -26.2% |
| Q4 2022 | $646 | -99.9% | 4,065 | +8.2% | 0.06% | +15.1% |
| Q3 2022 | $539,000 | -6.7% | 3,757 | -2.6% | 0.05% | -7.0% |
| Q2 2022 | $578,000 | -14.9% | 3,857 | -0.0% | 0.06% | +5.6% |
| Q1 2022 | $679,000 | -1.5% | 3,858 | +0.1% | 0.05% | +3.8% |
| Q4 2021 | $689,000 | +5.8% | 3,853 | +0.2% | 0.05% | -5.5% |
| Q3 2021 | $651,000 | -15.2% | 3,847 | -13.0% | 0.06% | -15.4% |
| Q2 2021 | $768,000 | +39.4% | 4,420 | +32.9% | 0.06% | +20.4% |
| Q1 2021 | $551,000 | -29.7% | 3,325 | -39.7% | 0.05% | -34.9% |
| Q4 2020 | $784,000 | +126.6% | 5,510 | +76.2% | 0.08% | +72.9% |
| Q3 2020 | $346,000 | +3.3% | 3,127 | -0.1% | 0.05% | -4.0% |
| Q2 2020 | $335,000 | -5.6% | 3,129 | -21.7% | 0.05% | -29.6% |
| Q1 2020 | $355,000 | -35.1% | 3,998 | +0.2% | 0.07% | -7.8% |
| Q4 2019 | $547,000 | +7.9% | 3,992 | +1.6% | 0.08% | -2.5% |
| Q3 2019 | $507,000 | -9.5% | 3,931 | -8.4% | 0.08% | -10.2% |
| Q2 2019 | $560,000 | -85.5% | 4,290 | +764.9% | 0.09% | +282.6% |
| Q1 2019 | $3,852,000 | +128300.0% | 496 | +32.3% | 0.02% | +4.5% |
| Q4 2018 | $3,000 | -99.2% | 375 | +12400.0% | 0.02% | -68.6% |
| Q3 2018 | $385,000 | -39.7% | 3 | -99.9% | 0.07% | -20.5% |
| Q2 2018 | $639,000 | +134.9% | 4,704 | +124.0% | 0.09% | +37.5% |
| Q1 2018 | $272,000 | +4.2% | 2,100 | +6.9% | 0.06% | -5.9% |
| Q4 2017 | $261,000 | – | 1,965 | – | 0.07% | – |
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% |