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 | $808,933 | -9.0% | 5,072 | -5.6% | 0.05% | -3.7% |
| Q2 2023 | $888,529 | -8.4% | 5,372 | -12.1% | 0.05% | -15.6% |
| Q1 2023 | $970,341 | -9.0% | 6,112 | -8.9% | 0.06% | -12.3% |
| Q4 2022 | $1,065,866 | +10.7% | 6,712 | 0.0% | 0.07% | +2.8% |
| Q3 2022 | $963,000 | -7.7% | 6,712 | -3.6% | 0.07% | 0.0% |
| Q2 2022 | $1,043,000 | -12.6% | 6,962 | 0.0% | 0.07% | +1.4% |
| Q1 2022 | $1,193,000 | -4.2% | 6,962 | 0.0% | 0.07% | +9.4% |
| Q4 2021 | $1,245,000 | +41.5% | 6,962 | +33.9% | 0.06% | +28.0% |
| Q3 2021 | $880,000 | +12.7% | 5,200 | +15.6% | 0.05% | +11.1% |
| Q2 2021 | $781,000 | +22.8% | 4,500 | +19.0% | 0.04% | +18.4% |
| Q1 2021 | $636,000 | -7.0% | 3,780 | -24.2% | 0.04% | -22.4% |
| Q4 2019 | $684,000 | +74.9% | 4,990 | +64.4% | 0.05% | +63.3% |
| Q3 2019 | $391,000 | – | 3,035 | – | 0.03% | – |
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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% |