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 | $21,750,923 | +127105.8% | 136,378 | +34.3% | 0.11% | -15.0% |
| Q4 2022 | $17,099 | -99.9% | 101,573 | -2.6% | 0.13% | -1.5% |
| Q3 2022 | $15,984,000 | +1.2% | 104,280 | +3.3% | 0.14% | +3.8% |
| Q2 2022 | $15,789,000 | -11.8% | 100,966 | +0.5% | 0.13% | 0.0% |
| Q1 2022 | $17,910,000 | +7.6% | 100,484 | +2.5% | 0.13% | +5.7% |
| Q4 2021 | $16,646,000 | -78.2% | 98,050 | -77.9% | 0.12% | -73.2% |
| Q3 2021 | $76,240,000 | +69.6% | 444,266 | +65.0% | 0.46% | +71.3% |
| Q2 2021 | $44,943,000 | -3.6% | 269,283 | -0.9% | 0.27% | -3.6% |
| Q1 2021 | $46,633,000 | -40.0% | 271,693 | -47.0% | 0.28% | -43.6% |
| Q4 2020 | $77,694,000 | +29.8% | 512,326 | +3.7% | 0.49% | +13.6% |
| Q3 2020 | $59,850,000 | +5.4% | 493,976 | -3.5% | 0.43% | -0.7% |
| Q2 2020 | $56,766,000 | +583.8% | 512,097 | +476.2% | 0.44% | +475.0% |
| Q1 2020 | $8,302,000 | -25.0% | 88,869 | +8.3% | 0.08% | -9.5% |
| Q4 2019 | $11,075,000 | +6.6% | 82,042 | +3.0% | 0.08% | +2.4% |
| Q3 2019 | $10,389,000 | -16.5% | 79,682 | -17.0% | 0.08% | -18.0% |
| Q2 2019 | $12,441,000 | +1.1% | 96,050 | +3.3% | 0.10% | 0.0% |
| Q1 2019 | $12,304,000 | +93.5% | 93,012 | +83.3% | 0.10% | +85.2% |
| Q4 2018 | $6,360,000 | -41.4% | 50,748 | -40.4% | 0.05% | -38.6% |
| Q3 2018 | $10,858,000 | +20.0% | 85,131 | +30.1% | 0.09% | +39.7% |
| Q2 2018 | $9,052,000 | +43.5% | 65,419 | +37.0% | 0.06% | +40.0% |
| Q1 2018 | $6,308,000 | +20.0% | 47,734 | +25.1% | 0.04% | +28.6% |
| Q4 2017 | $5,257,000 | +16.7% | 38,144 | +8.6% | 0.04% | +6.1% |
| Q3 2017 | $4,504,000 | +42.4% | 35,123 | +38.6% | 0.03% | +37.5% |
| Q2 2017 | $3,162,000 | +44.1% | 25,334 | +44.1% | 0.02% | +41.2% |
| Q1 2017 | $2,194,000 | +17.2% | 17,581 | +14.9% | 0.02% | +13.3% |
| Q4 2016 | $1,872,000 | +33.0% | 15,302 | +19.8% | 0.02% | +25.0% |
| Q3 2016 | $1,408,000 | +9.5% | 12,777 | +9.9% | 0.01% | +9.1% |
| Q2 2016 | $1,286,000 | +8.2% | 11,621 | +1.0% | 0.01% | 0.0% |
| Q1 2016 | $1,188,000 | +11.9% | 11,507 | -0.0% | 0.01% | +10.0% |
| Q4 2015 | $1,062,000 | -8.1% | 11,510 | -3.6% | 0.01% | -9.1% |
| Q3 2015 | $1,156,000 | -36.7% | 11,940 | -29.5% | 0.01% | +37.5% |
| Q2 2015 | $1,826,000 | +280.4% | 16,934 | +286.5% | 0.01% | +100.0% |
| Q1 2015 | $480,000 | -41.6% | 4,381 | -43.6% | 0.00% | 0.0% |
| Q4 2014 | $822,000 | +140.4% | 7,774 | +126.5% | 0.00% | +33.3% |
| Q3 2014 | $342,000 | -40.9% | 3,432 | -37.5% | 0.00% | -40.0% |
| Q2 2014 | $579,000 | -9.1% | 5,489 | -13.2% | 0.01% | 0.0% |
| Q1 2014 | $637,000 | +4.3% | 6,323 | +0.8% | 0.01% | 0.0% |
| Q4 2013 | $611,000 | -73.3% | 6,273 | -75.3% | 0.01% | -68.8% |
| Q3 2013 | $2,290,000 | – | 25,376 | – | 0.02% | – |
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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% |