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 | $287,082 | -3.6% | 1,800 | 0.0% | 0.09% | -3.1% |
| Q2 2023 | $297,720 | -88.3% | 1,800 | -88.8% | 0.10% | -88.7% |
| Q1 2023 | $2,551,765 | +152.3% | 16,073 | +152.4% | 0.86% | +133.0% |
| Q4 2022 | $1,011,238 | +607.2% | 6,368 | +536.8% | 0.37% | +543.9% |
| Q3 2022 | $143,000 | -10.1% | 1,000 | -5.8% | 0.06% | -8.1% |
| Q2 2022 | $159,000 | -15.0% | 1,062 | 0.0% | 0.06% | +5.1% |
| Q1 2022 | $187,000 | +114.9% | 1,062 | +118.1% | 0.06% | +118.5% |
| Q4 2021 | $87,000 | +1640.0% | 487 | +1523.3% | 0.03% | +1250.0% |
| Q3 2021 | $5,000 | -28.6% | 30 | -55.9% | 0.00% | -50.0% |
| Q2 2020 | $7,000 | +250.0% | 68 | +353.3% | 0.00% | +100.0% |
| Q4 2017 | $2,000 | – | 15 | – | 0.00% | – |
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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% |