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 | $9,181,999 | +2.6% | 57,571 | +6.4% | 1.23% | +6.5% |
| Q2 2023 | $8,946,651 | +1.6% | 54,091 | -2.5% | 1.15% | +1.9% |
| Q1 2023 | $8,806,100 | +98061.9% | 55,468 | -1.8% | 1.13% | -3.7% |
| Q4 2022 | $8,971 | -99.9% | 56,493 | +9.1% | 1.17% | +13.0% |
| Q3 2022 | $7,424,000 | -11.7% | 51,765 | -7.8% | 1.04% | -4.3% |
| Q2 2022 | $8,410,000 | -14.0% | 56,136 | +1.0% | 1.09% | -0.5% |
| Q1 2022 | $9,779,000 | +6.3% | 55,585 | +8.1% | 1.09% | +13.0% |
| Q4 2021 | $9,198,000 | +11.7% | 51,428 | +5.7% | 0.97% | +4.9% |
| Q3 2021 | $8,233,000 | +4.9% | 48,644 | +7.7% | 0.92% | +5.6% |
| Q2 2021 | $7,845,000 | +5.9% | 45,174 | +1.0% | 0.87% | +3.4% |
| Q1 2021 | $7,407,000 | +26.9% | 44,720 | +9.0% | 0.84% | +17.9% |
| Q4 2020 | $5,835,000 | +43.6% | 41,031 | +11.7% | 0.72% | +20.0% |
| Q3 2020 | $4,063,000 | +18.0% | 36,721 | +14.1% | 0.60% | +11.2% |
| Q2 2020 | $3,442,000 | +166.2% | 32,187 | +121.0% | 0.54% | +119.7% |
| Q1 2020 | $1,293,000 | +66.4% | 14,561 | +156.8% | 0.24% | +105.0% |
| Q4 2019 | $777,000 | +38750.0% | 5,671 | +33258.8% | 0.12% | – |
| Q2 2018 | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | -92.6% | 17 | -93.3% | 0.00% | -100.0% |
| Q2 2016 | $27,000 | +107.7% | 255 | +96.2% | 0.01% | +66.7% |
| Q4 2015 | $13,000 | – | 130 | – | 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% |