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 2023 | $10,521 | -52.3% | 64 | -54.3% | 0.01% | -28.6% |
| Q1 2023 | $22,074 | +101.4% | 140 | +102.9% | 0.01% | 0.0% |
| Q4 2022 | $10,961 | +9.6% | 69 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $10,000 | -95.5% | 69 | -96.4% | 0.01% | -95.2% |
| Q4 2018 | $220,000 | -12.0% | 1,928 | +7.3% | 0.16% | +7.8% |
| Q3 2018 | $250,000 | +3.7% | 1,797 | +1.2% | 0.15% | -4.4% |
| Q2 2018 | $241,000 | +4.8% | 1,776 | 0.0% | 0.16% | +20.3% |
| Q1 2018 | $230,000 | -2.5% | 1,776 | 0.0% | 0.13% | -10.7% |
| Q4 2017 | $236,000 | +4.0% | 1,776 | 0.0% | 0.15% | -4.5% |
| Q3 2017 | $227,000 | +4.1% | 1,776 | 0.0% | 0.16% | +4.7% |
| Q2 2017 | $218,000 | -75.8% | 1,776 | -75.8% | 0.15% | -77.8% |
| Q1 2017 | $900,000 | +43.5% | 7,329 | +41.4% | 0.67% | +15.7% |
| Q4 2016 | $627,000 | – | 5,183 | – | 0.58% | – |
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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% |