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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $31,000 | -56.3% | 205 | -49.4% | 0.02% | -50.0% |
| Q1 2022 | $71,000 | -1.4% | 405 | 0.0% | 0.04% | -14.3% |
| Q4 2021 | $72,000 | -24.2% | 405 | -28.2% | 0.04% | -2.3% |
| Q3 2021 | $95,000 | -3.1% | 564 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $98,000 | +5.4% | 564 | 0.0% | 0.04% | +7.5% |
| Q1 2021 | $93,000 | +20.8% | 564 | +3.7% | 0.04% | +11.1% |
| Q4 2020 | $77,000 | +48.1% | 544 | +16.5% | 0.04% | +16.1% |
| Q3 2020 | $52,000 | -36.6% | 467 | -39.1% | 0.03% | -40.4% |
| Q2 2020 | $82,000 | -11.8% | 767 | -26.7% | 0.05% | -22.4% |
| Q1 2020 | $93,000 | -41.9% | 1,047 | -10.1% | 0.07% | -13.0% |
| Q4 2019 | $160,000 | -20.0% | 1,164 | -24.9% | 0.08% | -30.6% |
| Q3 2019 | $200,000 | -1.0% | 1,550 | 0.0% | 0.11% | -5.9% |
| Q2 2019 | $202,000 | +1.0% | 1,550 | 0.0% | 0.12% | -4.1% |
| Q1 2019 | $200,000 | -7.0% | 1,550 | +0.3% | 0.12% | -12.8% |
| Q3 2018 | $215,000 | +4.4% | 1,545 | +1.9% | 0.14% | -7.8% |
| Q2 2018 | $206,000 | – | 1,516 | – | 0.15% | – |
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% |