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 | $326,317 | -54.6% | 2,046 | -52.9% | 0.01% | -53.3% |
| Q2 2023 | $718,757 | -24.3% | 4,346 | -27.3% | 0.03% | -30.2% |
| Q1 2023 | $949,690 | +38333.4% | 5,982 | -61.6% | 0.04% | -34.8% |
| Q4 2022 | $2,471 | -99.5% | 15,560 | +355.0% | 0.07% | +100.0% |
| Q3 2022 | $490,000 | +129.0% | 3,420 | +139.7% | 0.03% | +106.2% |
| Q2 2022 | $214,000 | -63.9% | 1,427 | -57.6% | 0.02% | -50.0% |
| Q1 2022 | $593,000 | -1.7% | 3,369 | 0.0% | 0.03% | +3.2% |
| Q4 2021 | $603,000 | +157.7% | 3,369 | +144.1% | 0.03% | +138.5% |
| Q3 2021 | $234,000 | +8.3% | 1,380 | +10.8% | 0.01% | +8.3% |
| Q2 2021 | $216,000 | -13.6% | 1,246 | -17.5% | 0.01% | -20.0% |
| Q1 2021 | $250,000 | +16.8% | 1,510 | +0.5% | 0.02% | +15.4% |
| Q4 2020 | $214,000 | -14.7% | 1,502 | -33.7% | 0.01% | -27.8% |
| Q3 2020 | $251,000 | – | 2,267 | – | 0.02% | – |
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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% |