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 | $290,272 | -3.6% | 1,820 | 0.0% | 0.06% | +1.8% |
| Q2 2023 | $301,028 | +4.2% | 1,820 | 0.0% | 0.06% | -5.1% |
| Q1 2023 | $288,943 | -0.0% | 1,820 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $289,016 | +10.7% | 1,820 | 0.0% | 0.06% | -3.3% |
| Q3 2022 | $261,000 | -4.4% | 1,820 | 0.0% | 0.06% | +3.4% |
| Q2 2022 | $273,000 | -18.0% | 1,820 | -25.7% | 0.06% | -56.9% |
| Q2 2018 | $333,000 | +5.0% | 2,450 | 0.0% | 0.14% | -1.4% |
| Q1 2018 | $317,000 | -2.5% | 2,450 | 0.0% | 0.14% | +5.3% |
| Q4 2017 | $325,000 | +3.8% | 2,450 | 0.0% | 0.13% | +3.1% |
| Q3 2017 | $313,000 | +4.0% | 2,450 | 0.0% | 0.13% | -1.5% |
| Q2 2017 | $301,000 | 0.0% | 2,450 | 0.0% | 0.13% | -0.8% |
| Q1 2017 | $301,000 | +1.7% | 2,450 | 0.0% | 0.13% | +20.2% |
| Q4 2016 | $296,000 | +9.2% | 2,450 | 0.0% | 0.11% | +3.8% |
| Q3 2016 | $271,000 | +19.9% | 2,450 | +14.2% | 0.10% | +12.9% |
| Q2 2016 | $226,000 | +3.2% | 2,145 | 0.0% | 0.09% | -7.0% |
| Q1 2016 | $219,000 | +3.3% | 2,145 | 0.0% | 0.10% | -2.0% |
| Q4 2015 | $212,000 | +2.4% | 2,145 | +11.7% | 0.10% | +4.1% |
| Q2 2015 | $207,000 | -1.4% | 1,920 | 0.0% | 0.10% | -2.0% |
| Q1 2015 | $210,000 | +56.7% | 1,920 | +39.1% | 0.10% | +13.6% |
| Q4 2013 | $134,000 | +15.5% | 1,380 | 0.0% | 0.09% | +4.8% |
| Q2 2013 | $116,000 | – | 1,380 | – | 0.08% | – |
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% |