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 | $2,031,250 | -5.7% | 13,025 | +3.3% | 0.50% | -0.4% |
| Q2 2023 | $2,153,753 | +7.7% | 12,612 | -3.8% | 0.50% | +9.7% |
| Q1 2023 | $1,999,057 | -17.1% | 13,112 | -13.7% | 0.45% | -13.7% |
| Q4 2022 | $2,412,808 | +8.1% | 15,194 | -2.4% | 0.52% | -0.8% |
| Q3 2022 | $2,232,000 | -1.2% | 15,564 | +3.3% | 0.53% | +4.3% |
| Q2 2022 | $2,258,000 | -11.2% | 15,068 | +4.2% | 0.51% | +2.8% |
| Q1 2022 | $2,544,000 | +0.6% | 14,460 | +2.2% | 0.49% | +2.7% |
| Q4 2021 | $2,530,000 | +4.5% | 14,145 | -1.1% | 0.48% | +2.3% |
| Q3 2021 | $2,420,000 | +943.1% | 14,297 | +970.9% | 0.47% | +919.6% |
| Q2 2021 | $232,000 | -8.7% | 1,335 | -12.9% | 0.05% | -19.3% |
| Q1 2021 | $254,000 | +28.3% | 1,532 | -14.6% | 0.06% | +18.8% |
| Q3 2020 | $198,000 | -14.7% | 1,793 | -17.4% | 0.05% | -20.0% |
| Q2 2020 | $232,000 | +22.8% | 2,170 | +1.9% | 0.06% | +13.2% |
| Q1 2020 | $189,000 | +270.6% | 2,130 | +472.6% | 0.05% | +341.7% |
| Q4 2019 | $51,000 | – | 372 | – | 0.01% | – |
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% |