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 | $41 | -6.8% | 254 | -5.2% | 0.01% | 0.0% |
| Q2 2023 | $44 | -4.3% | 268 | -6.9% | 0.01% | 0.0% |
| Q1 2023 | $46 | -6.1% | 288 | -6.5% | 0.01% | -12.5% |
| Q4 2022 | $49 | -99.9% | 308 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $44,000 | -4.3% | 308 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $46,000 | -14.8% | 308 | 0.0% | 0.02% | -11.1% |
| Q1 2022 | $54,000 | -1.8% | 308 | 0.0% | 0.02% | +5.9% |
| Q4 2021 | $55,000 | +5.8% | 308 | 0.0% | 0.02% | -15.0% |
| Q3 2021 | $52,000 | 0.0% | 308 | 0.0% | 0.02% | +5.3% |
| Q2 2021 | $52,000 | +2.0% | 308 | 0.0% | 0.02% | -5.0% |
| Q1 2021 | $51,000 | +537.5% | 308 | +373.8% | 0.02% | +400.0% |
| Q3 2013 | $8,000 | +60.0% | 65 | 0.0% | 0.00% | +33.3% |
| Q2 2013 | $5,000 | – | 65 | – | 0.00% | – |
Download | ||||||
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% |