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 | $1,945,459 | +21.0% | 12,198 | +20.4% | 0.44% | +2.6% |
| Q4 2022 | $1,608,357 | +7.1% | 10,128 | -3.3% | 0.43% | -4.1% |
| Q3 2022 | $1,502,000 | -2.6% | 10,473 | +1.7% | 0.44% | +3.0% |
| Q2 2022 | $1,542,000 | -12.7% | 10,294 | +2.5% | 0.43% | -0.9% |
| Q1 2022 | $1,767,000 | +3.9% | 10,043 | +5.6% | 0.44% | +13.6% |
| Q4 2021 | $1,701,000 | +4.7% | 9,511 | +8.3% | 0.38% | +2.4% |
| Q3 2021 | $1,624,000 | +20.3% | 8,781 | +12.9% | 0.37% | -6.0% |
| Q2 2021 | $1,350,000 | +19.8% | 7,776 | +14.3% | 0.40% | +9.3% |
| Q1 2021 | $1,127,000 | +20.9% | 6,803 | +3.8% | 0.36% | +13.8% |
| Q4 2020 | $932,000 | +51.3% | 6,553 | +17.7% | 0.32% | +32.8% |
| Q3 2020 | $616,000 | +11.8% | 5,569 | +8.0% | 0.24% | +7.1% |
| Q2 2020 | $551,000 | -10.6% | 5,156 | -25.6% | 0.22% | -23.5% |
| Q1 2020 | $616,000 | -4.5% | 6,933 | +47.4% | 0.29% | -0.3% |
| Q4 2019 | $645,000 | +89.7% | 4,702 | +78.4% | 0.30% | +69.5% |
| Q3 2019 | $340,000 | +24.1% | 2,635 | +20.1% | 0.17% | +18.4% |
| Q2 2019 | $274,000 | -93.9% | 2,194 | +5829.7% | 0.15% | +3575.0% |
| Q4 2016 | $4,488,000 | – | 37 | – | 0.00% | – |
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% |