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 | $3,616,795 | -3.7% | 22,677 | -0.1% | 0.27% | -0.4% |
| Q2 2023 | $3,754,967 | -2.2% | 22,702 | -6.1% | 0.27% | -1.8% |
| Q1 2023 | $3,837,852 | +86.8% | 24,174 | +86.8% | 0.27% | +72.8% |
| Q4 2022 | $2,054,916 | +24.5% | 12,940 | +12.5% | 0.16% | +14.5% |
| Q3 2022 | $1,650,000 | -20.4% | 11,507 | -16.8% | 0.14% | -16.4% |
| Q2 2022 | $2,072,000 | -25.5% | 13,828 | -12.5% | 0.16% | -11.3% |
| Q1 2022 | $2,781,000 | +22.9% | 15,805 | +24.9% | 0.19% | +26.5% |
| Q4 2021 | $2,263,000 | +4.8% | 12,652 | +1.7% | 0.15% | -13.5% |
| Q2 2021 | $2,160,000 | +26.9% | 12,440 | +21.1% | 0.17% | +3.7% |
| Q1 2021 | $1,702,000 | +21.3% | 10,276 | +4.2% | 0.16% | +12.3% |
| Q4 2020 | $1,403,000 | +44.9% | 9,865 | +12.8% | 0.15% | +97.3% |
| Q3 2020 | $968,000 | +291.9% | 8,749 | +214.1% | 0.07% | -84.5% |
| Q1 2020 | $247,000 | -77.6% | 2,785 | -65.4% | 0.48% | +243.2% |
| Q4 2019 | $1,104,000 | – | 8,052 | – | 0.14% | – |
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% |