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 | $369,306 | -0.8% | 2,315 | +2.8% | 0.04% | 0.0% |
| Q2 2023 | $372,324 | +27.6% | 2,251 | +22.5% | 0.04% | +13.5% |
| Q1 2023 | $291,875 | -22.5% | 1,838 | -22.5% | 0.04% | -28.8% |
| Q4 2022 | $376,653 | +68.9% | 2,371 | +52.2% | 0.05% | +57.6% |
| Q3 2022 | $223,000 | -16.5% | 1,558 | +2.6% | 0.03% | 0.0% |
| Q1 2022 | $267,000 | +24.8% | 1,518 | +26.8% | 0.03% | +26.9% |
| Q4 2021 | $214,000 | -19.5% | 1,197 | -23.9% | 0.03% | -27.8% |
| Q3 2021 | $266,000 | -5.7% | 1,572 | -3.2% | 0.04% | -32.1% |
| Q2 2021 | $282,000 | -0.4% | 1,624 | -4.4% | 0.05% | -7.0% |
| Q1 2021 | $283,000 | -14.5% | 1,698 | -27.0% | 0.06% | -26.9% |
| Q4 2020 | $331,000 | +29.8% | 2,326 | +0.7% | 0.08% | +13.0% |
| Q3 2020 | $255,000 | +13.8% | 2,310 | +9.3% | 0.07% | +3.0% |
| Q2 2020 | $224,000 | -4.7% | 2,114 | +23.3% | 0.07% | 0.0% |
| Q4 2019 | $235,000 | +5.4% | 1,714 | -0.2% | 0.07% | -2.9% |
| Q3 2019 | $223,000 | -17.1% | 1,718 | -16.4% | 0.07% | -10.4% |
| Q2 2019 | $269,000 | -5.6% | 2,055 | -6.8% | 0.08% | -9.4% |
| Q1 2019 | $285,000 | – | 2,206 | – | 0.08% | – |
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% |