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 | $1,444 | -3.0% | 9 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,489 | +4.2% | 9 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,429 | 0.0% | 9 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,429 | +42.9% | 9 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,000 | -50.0% | 9 | -57.1% | 0.00% | -50.0% |
| Q1 2020 | $2,000 | -33.3% | 21 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $3,000 | -57.1% | 21 | -62.5% | 0.01% | -60.0% |
| Q3 2019 | $7,000 | 0.0% | 56 | 0.0% | 0.02% | -16.7% |
| Q2 2019 | $7,000 | 0.0% | 56 | 0.0% | 0.02% | +5.9% |
| Q1 2019 | $7,000 | +16.7% | 56 | 0.0% | 0.02% | -10.5% |
| Q4 2018 | $6,000 | -25.0% | 56 | +1.8% | 0.02% | -24.0% |
| Q3 2018 | $8,000 | 0.0% | 55 | 0.0% | 0.02% | -10.7% |
| Q2 2018 | $8,000 | +14.3% | 55 | 0.0% | 0.03% | +12.0% |
| Q1 2018 | $7,000 | 0.0% | 55 | 0.0% | 0.02% | -24.2% |
| Q4 2017 | $7,000 | +75.0% | 55 | +57.1% | 0.03% | +65.0% |
| Q3 2017 | $4,000 | – | 35 | – | 0.02% | – |
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% |