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 | $1,615,950 | -3.7% | 10,191 | +0.5% | 0.49% | -3.8% |
| Q2 2023 | $1,677,251 | +4.7% | 10,141 | +1.1% | 0.51% | -0.2% |
| Q1 2023 | $1,602,176 | +12.2% | 10,034 | +11.2% | 0.51% | -1.7% |
| Q4 2022 | $1,427,918 | +7.8% | 9,025 | -2.3% | 0.52% | -2.6% |
| Q3 2022 | $1,325,000 | +2.1% | 9,238 | +6.1% | 0.53% | +5.4% |
| Q2 2022 | $1,298,000 | -14.5% | 8,703 | +0.9% | 0.50% | -2.1% |
| Q1 2022 | $1,518,000 | +6.4% | 8,629 | +8.6% | 0.51% | +3.0% |
| Q4 2021 | $1,427,000 | +7.8% | 7,949 | +1.6% | 0.50% | +9.2% |
| Q3 2021 | $1,324,000 | +2.4% | 7,820 | +5.0% | 0.46% | +2.7% |
| Q2 2021 | $1,293,000 | +5.4% | 7,447 | +0.5% | 0.44% | -6.9% |
| Q1 2021 | $1,227,000 | +43.5% | 7,408 | +23.2% | 0.48% | +31.0% |
| Q4 2020 | $855,000 | +95.2% | 6,015 | +52.1% | 0.36% | +52.1% |
| Q3 2020 | $438,000 | +15.9% | 3,955 | +11.8% | 0.24% | +9.1% |
| Q2 2020 | $378,000 | – | 3,537 | – | 0.22% | – |
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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% |