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 | $239,235 | -3.6% | 1,500 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $248,100 | +4.2% | 1,500 | 0.0% | 0.06% | -1.5% |
| Q1 2023 | $238,140 | -0.0% | 1,500 | 0.0% | 0.07% | -4.3% |
| Q4 2022 | $238,200 | +10.8% | 1,500 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $215,000 | -4.4% | 1,500 | 0.0% | 0.07% | -1.4% |
| Q2 2022 | $225,000 | -14.8% | 1,500 | 0.0% | 0.07% | -7.9% |
| Q1 2022 | $264,000 | -1.5% | 1,500 | 0.0% | 0.08% | 0.0% |
| Q4 2021 | $268,000 | +5.5% | 1,500 | 0.0% | 0.08% | -5.0% |
| Q3 2021 | $254,000 | -2.3% | 1,500 | 0.0% | 0.08% | -2.4% |
| Q2 2021 | $260,000 | +0.4% | 1,500 | -4.0% | 0.08% | -6.8% |
| Q1 2021 | $259,000 | +16.7% | 1,563 | 0.0% | 0.09% | +8.6% |
| Q4 2020 | $222,000 | +3.7% | 1,563 | 0.0% | 0.08% | -11.0% |
| Q4 2019 | $214,000 | +2.4% | 1,563 | -3.8% | 0.09% | -6.2% |
| Q3 2019 | $209,000 | -1.4% | 1,625 | 0.0% | 0.10% | -4.0% |
| Q2 2019 | $212,000 | +1.4% | 1,625 | 0.0% | 0.10% | -1.9% |
| Q1 2019 | $209,000 | -7.5% | 1,625 | 0.0% | 0.10% | -1.9% |
| Q3 2018 | $226,000 | +10.8% | 1,625 | +8.3% | 0.10% | +8.2% |
| Q2 2018 | $204,000 | – | 1,500 | – | 0.10% | – |
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% |