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 | $377 | +5.6% | 2,367 | +9.0% | 0.16% | +8.7% |
| Q2 2023 | $357 | +11.6% | 2,171 | +7.7% | 0.15% | +3.5% |
| Q1 2023 | $320 | -10.4% | 2,015 | -10.6% | 0.14% | -12.2% |
| Q4 2022 | $357 | -99.9% | 2,254 | -0.4% | 0.16% | +2.5% |
| Q3 2022 | $323,000 | -7.4% | 2,262 | -3.7% | 0.16% | -8.6% |
| Q2 2022 | $349,000 | -20.1% | 2,348 | -3.7% | 0.18% | -20.5% |
| Q1 2022 | $437,000 | +0.5% | 2,437 | +0.7% | 0.22% | +14.0% |
| Q4 2021 | $435,000 | +4.8% | 2,421 | -1.5% | 0.19% | -3.0% |
| Q3 2021 | $415,000 | -23.1% | 2,458 | -21.0% | 0.20% | -22.0% |
| Q2 2021 | $540,000 | +37.8% | 3,112 | +30.2% | 0.26% | +32.1% |
| Q1 2021 | $392,000 | +13.0% | 2,390 | -3.2% | 0.19% | -4.0% |
| Q4 2020 | $347,000 | +28.0% | 2,468 | +0.2% | 0.20% | +25.6% |
| Q3 2020 | $271,000 | -1.5% | 2,462 | -5.4% | 0.16% | -15.3% |
| Q2 2020 | $275,000 | -72.3% | 2,602 | -64.1% | 0.19% | -74.4% |
| Q4 2019 | $992,000 | +9.5% | 7,249 | +3.0% | 0.74% | +1.1% |
| Q3 2019 | $906,000 | -14.4% | 7,035 | -13.3% | 0.73% | -7.5% |
| Q2 2019 | $1,059,000 | -8.4% | 8,110 | -9.7% | 0.79% | -12.1% |
| Q1 2019 | $1,156,000 | -18.5% | 8,986 | -27.7% | 0.90% | -31.8% |
| Q4 2018 | $1,418,000 | – | 12,428 | – | 1.31% | – |
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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% |