VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,186 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $85,145,087 | -3.9% | 513,881 | -3.8% | 0.03% | -6.5% |
| Q2 2023 | $88,633,917 | -15.0% | 534,293 | -13.7% | 0.03% | -31.1% |
| Q4 2022 | $104,304,953 | +320.3% | 618,947 | +292.0% | 0.04% | +309.1% |
| Q3 2022 | $24,818,000 | +35.9% | 157,877 | +32.7% | 0.01% | +37.5% |
| Q2 2022 | $18,262,000 | +17.8% | 118,986 | +37.6% | 0.01% | 0.0% |
| Q1 2022 | $15,499,000 | +57.3% | 86,466 | +57.2% | 0.01% | +60.0% |
| Q4 2021 | $9,853,000 | +3.0% | 54,989 | +0.5% | 0.01% | +25.0% |
| Q3 2021 | $9,569,000 | +6.1% | 54,741 | +7.8% | 0.00% | 0.0% |
| Q2 2021 | $9,019,000 | +1041.6% | 50,772 | +977.0% | 0.00% | +300.0% |
| Q1 2021 | $790,000 | -65.4% | 4,714 | -69.2% | 0.00% | -50.0% |
| Q4 2020 | $2,286,000 | +9.7% | 15,310 | -15.0% | 0.00% | 0.0% |
| Q3 2020 | $2,083,000 | +2.2% | 18,006 | -9.5% | 0.00% | 0.0% |
| Q2 2020 | $2,039,000 | +40.4% | 19,902 | +15.0% | 0.00% | 0.0% |
| Q1 2020 | $1,452,000 | -22.4% | 17,304 | +26.8% | 0.00% | +100.0% |
| Q4 2019 | $1,870,000 | +3.1% | 13,646 | -3.0% | 0.00% | -50.0% |
| Q3 2019 | $1,813,000 | -63.0% | 14,074 | -62.5% | 0.00% | -50.0% |
| Q2 2019 | $4,901,000 | -3.4% | 37,542 | -4.7% | 0.00% | 0.0% |
| Q1 2019 | $5,071,000 | +3.3% | 39,389 | -8.5% | 0.00% | -20.0% |
| Q4 2018 | $4,908,000 | -15.4% | 43,029 | +3.4% | 0.01% | 0.0% |
| Q3 2018 | $5,800,000 | +7.8% | 41,623 | +5.0% | 0.01% | +25.0% |
| Q2 2018 | $5,381,000 | +25.0% | 39,625 | +19.2% | 0.00% | 0.0% |
| Q1 2018 | $4,304,000 | +2.9% | 33,252 | +5.5% | 0.00% | 0.0% |
| Q4 2017 | $4,184,000 | -4.7% | 31,511 | -8.3% | 0.00% | 0.0% |
| Q3 2017 | $4,389,000 | -3.3% | 34,349 | -7.0% | 0.00% | 0.0% |
| Q2 2017 | $4,538,000 | -47.2% | 36,925 | -47.2% | 0.00% | -50.0% |
| Q1 2017 | $8,592,000 | +92.3% | 69,928 | +85.2% | 0.01% | +60.0% |
| Q4 2016 | $4,468,000 | +38.2% | 37,750 | +29.2% | 0.01% | +25.0% |
| Q3 2016 | $3,233,000 | +12.1% | 29,215 | +6.7% | 0.00% | +33.3% |
| Q2 2016 | $2,883,000 | -10.7% | 27,374 | -13.6% | 0.00% | 0.0% |
| Q1 2016 | $3,227,000 | -21.1% | 31,681 | -23.5% | 0.00% | -40.0% |
| Q4 2015 | $4,088,000 | -2.9% | 41,391 | -4.8% | 0.01% | -16.7% |
| Q3 2015 | $4,211,000 | -33.2% | 43,478 | -25.6% | 0.01% | -14.3% |
| Q2 2015 | $6,304,000 | -9.8% | 58,461 | -8.5% | 0.01% | -12.5% |
| Q1 2015 | $6,992,000 | +28.6% | 63,910 | +24.3% | 0.01% | +33.3% |
| Q4 2014 | $5,436,000 | +31.9% | 51,396 | +24.4% | 0.01% | +20.0% |
| Q3 2014 | $4,122,000 | -12.6% | 41,328 | -7.5% | 0.01% | 0.0% |
| Q2 2014 | $4,716,000 | -51.4% | 44,700 | -53.6% | 0.01% | -61.5% |
| Q1 2014 | $9,702,000 | +24.5% | 96,407 | +20.4% | 0.01% | +18.2% |
| Q4 2013 | $7,794,000 | +63.1% | 80,052 | +51.2% | 0.01% | +57.1% |
| Q3 2013 | $4,778,000 | +7.7% | 52,943 | -0.1% | 0.01% | -12.5% |
| Q2 2013 | $4,435,000 | – | 52,992 | – | 0.01% | – |
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% |