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 | $311,165 | +42.1% | 1,951 | +56.7% | 0.09% | +43.8% |
| Q1 2022 | $219,000 | -1.8% | 1,245 | 0.0% | 0.06% | +6.7% |
| Q4 2021 | $223,000 | +1.8% | 1,245 | -3.9% | 0.06% | -7.7% |
| Q3 2021 | $219,000 | -6.8% | 1,295 | -4.4% | 0.06% | -8.5% |
| Q2 2021 | $235,000 | +2.6% | 1,355 | -2.1% | 0.07% | -10.1% |
| Q1 2021 | $229,000 | -81.2% | 1,384 | -83.8% | 0.08% | -82.1% |
| Q4 2020 | $1,216,000 | +76.0% | 8,552 | +32.2% | 0.44% | +47.5% |
| Q2 2020 | $691,000 | +66.9% | 6,467 | +38.8% | 0.30% | +38.4% |
| Q1 2020 | $414,000 | – | 4,660 | – | 0.22% | – |
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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% |