VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,583 | -3.6% | 1,289 | 0.0% | 0.01% | +22.2% |
| Q2 2023 | $213,201 | +3.7% | 1,289 | -0.5% | 0.01% | 0.0% |
| Q1 2023 | $205,594 | -0.0% | 1,295 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $205,646 | -80.4% | 1,295 | -81.5% | 0.01% | -77.5% |
| Q2 2022 | $1,048,000 | -8.1% | 6,992 | +8.0% | 0.04% | -13.0% |
| Q1 2022 | $1,140,000 | -12.3% | 6,477 | -10.9% | 0.05% | -16.4% |
| Q4 2021 | $1,300,000 | -0.8% | 7,269 | -6.2% | 0.06% | -16.7% |
| Q3 2021 | $1,311,000 | +27.9% | 7,748 | +31.3% | 0.07% | +29.4% |
| Q2 2021 | $1,025,000 | +20.6% | 5,902 | +14.9% | 0.05% | +10.9% |
| Q1 2021 | $850,000 | – | 5,135 | – | 0.05% | – |
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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% |