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 | $1,203,831 | +9.9% | 7,548 | +14.0% | 0.27% | +15.2% |
| Q2 2023 | $1,095,113 | +8.3% | 6,621 | +3.9% | 0.24% | +3.5% |
| Q1 2023 | $1,011,619 | +15.2% | 6,372 | +15.2% | 0.23% | +16.8% |
| Q4 2022 | $878,323 | +65.4% | 5,531 | +49.4% | 0.20% | +45.2% |
| Q3 2022 | $531,000 | +28.3% | 3,702 | +33.9% | 0.14% | +32.4% |
| Q2 2022 | $414,000 | +1.2% | 2,765 | +19.1% | 0.10% | +15.9% |
| Q1 2022 | $409,000 | +78.6% | 2,322 | +81.4% | 0.09% | +83.3% |
| Q4 2021 | $229,000 | -1.3% | 1,280 | -6.8% | 0.05% | -11.1% |
| Q3 2021 | $232,000 | +1.3% | 1,373 | +4.3% | 0.05% | 0.0% |
| Q2 2021 | $229,000 | +5.5% | 1,317 | +0.5% | 0.05% | +1.9% |
| Q1 2021 | $217,000 | -31.1% | 1,310 | -45.7% | 0.05% | -38.4% |
| Q2 2019 | $315,000 | – | 2,414 | – | 0.09% | – |
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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% |