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 | $893,303 | -9.7% | 5,601 | -6.4% | 0.00% | -33.3% |
Q2 2023 | $989,257 | +4.2% | 5,981 | +0.0% | 0.00% | 0.0% |
Q1 2023 | $949,385 | -8.2% | 5,980 | -8.1% | 0.00% | 0.0% |
Q4 2022 | $1,033,629 | -2.0% | 6,509 | -11.6% | 0.00% | 0.0% |
Q3 2022 | $1,055,000 | -6.7% | 7,363 | -2.5% | 0.00% | 0.0% |
Q2 2022 | $1,131,000 | -17.3% | 7,549 | -2.9% | 0.00% | -25.0% |
Q1 2022 | $1,368,000 | +5.2% | 7,774 | +7.0% | 0.00% | +33.3% |
Q4 2021 | $1,300,000 | +8.5% | 7,268 | +2.7% | 0.00% | -25.0% |
Q3 2021 | $1,198,000 | -8.5% | 7,080 | -6.1% | 0.00% | 0.0% |
Q2 2021 | $1,309,000 | -10.8% | 7,538 | -14.9% | 0.00% | -20.0% |
Q1 2021 | $1,467,000 | +31.2% | 8,856 | +12.6% | 0.01% | +25.0% |
Q4 2020 | $1,118,000 | +23.9% | 7,863 | -3.6% | 0.00% | 0.0% |
Q3 2020 | $902,000 | +14.8% | 8,155 | +11.0% | 0.00% | +33.3% |
Q2 2020 | $786,000 | -3.3% | 7,350 | -19.7% | 0.00% | -25.0% |
Q1 2020 | $813,000 | +39.5% | 9,150 | +115.2% | 0.00% | +33.3% |
Q4 2019 | $583,000 | – | 4,251 | – | 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% |