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 | $270,198 | -6.3% | 1,694 | -2.8% | 0.03% | -6.2% |
| Q2 2023 | $288,277 | +4.2% | 1,743 | 0.0% | 0.03% | -8.6% |
| Q1 2023 | $276,704 | +12.3% | 1,743 | +12.3% | 0.04% | -10.3% |
| Q4 2022 | $246,443 | +6.7% | 1,552 | -3.5% | 0.04% | -26.4% |
| Q3 2022 | $231,000 | -5.7% | 1,608 | -1.5% | 0.05% | -7.0% |
| Q2 2022 | $245,000 | -16.7% | 1,633 | -2.3% | 0.06% | -16.2% |
| Q1 2022 | $294,000 | -3.6% | 1,672 | -2.0% | 0.07% | +1.5% |
| Q4 2021 | $305,000 | 0.0% | 1,706 | -5.3% | 0.07% | -22.1% |
| Q3 2021 | $305,000 | -0.7% | 1,802 | +2.0% | 0.09% | -1.1% |
| Q2 2021 | $307,000 | -3.2% | 1,766 | -7.8% | 0.09% | -13.0% |
| Q1 2021 | $317,000 | +16.5% | 1,915 | 0.0% | 0.10% | +11.1% |
| Q4 2020 | $272,000 | +27.7% | 1,915 | -0.8% | 0.09% | +12.5% |
| Q3 2020 | $213,000 | +6.0% | 1,930 | +2.6% | 0.08% | +1.3% |
| Q2 2020 | $201,000 | -20.6% | 1,881 | +2.0% | 0.08% | -16.0% |
| Q4 2019 | $253,000 | +6.3% | 1,844 | 0.0% | 0.09% | +3.3% |
| Q3 2019 | $238,000 | -0.8% | 1,844 | 0.0% | 0.09% | 0.0% |
| Q2 2019 | $240,000 | 0.0% | 1,844 | -0.8% | 0.09% | -4.2% |
| Q1 2019 | $240,000 | +12.1% | 1,859 | 0.0% | 0.10% | -19.5% |
| Q3 2018 | $214,000 | +1.9% | 1,859 | +19.9% | 0.12% | +31.1% |
| Q2 2018 | $210,000 | -12.1% | 1,550 | -17.9% | 0.09% | -17.4% |
| Q1 2018 | $239,000 | +7.7% | 1,889 | +10.1% | 0.11% | -65.1% |
| Q3 2017 | $222,000 | +8.3% | 1,715 | +1.2% | 0.31% | +188.9% |
| Q1 2017 | $205,000 | – | 1,694 | – | 0.11% | – |
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% |