VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,462,353 | -0.9% | 15,439 | +2.8% | 0.02% | +5.9% |
| Q2 2023 | $2,484,313 | +7.3% | 15,020 | +3.0% | 0.02% | 0.0% |
| Q1 2023 | $2,314,282 | -0.1% | 14,577 | -0.1% | 0.02% | -5.6% |
| Q4 2022 | $2,316,109 | +13.0% | 14,585 | +2.1% | 0.02% | +5.9% |
| Q3 2022 | $2,049,000 | -1.6% | 14,286 | +2.8% | 0.02% | +13.3% |
| Q2 2022 | $2,082,000 | -8.7% | 13,897 | +7.2% | 0.02% | +7.1% |
| Q1 2022 | $2,280,000 | +12.9% | 12,958 | +11.5% | 0.01% | -6.7% |
| Q2 2021 | $2,019,000 | +43.7% | 11,624 | +37.1% | 0.02% | +36.4% |
| Q1 2021 | $1,405,000 | +75.6% | 8,481 | +36.7% | 0.01% | +22.2% |
| Q3 2019 | $800,000 | – | 6,205 | – | 0.01% | – |
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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% |