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 | $577,544 | -1.3% | 3,621 | +2.4% | 0.04% | -7.3% |
| Q2 2023 | $585,150 | +2.1% | 3,537 | -2.0% | 0.04% | -6.8% |
| Q1 2023 | $572,980 | -8.9% | 3,609 | -8.8% | 0.04% | -15.4% |
| Q4 2022 | $628,843 | +5.0% | 3,959 | -5.2% | 0.05% | -17.5% |
| Q3 2022 | $599,000 | -4.8% | 4,175 | -0.5% | 0.06% | +10.5% |
| Q2 2022 | $629,000 | -17.6% | 4,195 | -3.3% | 0.06% | -8.1% |
| Q1 2022 | $763,000 | -81.9% | 4,336 | -81.6% | 0.06% | -79.5% |
| Q4 2021 | $4,206,000 | -12.2% | 23,514 | -16.9% | 0.30% | -25.9% |
| Q3 2021 | $4,789,000 | -28.6% | 28,293 | -26.7% | 0.41% | -31.0% |
| Q2 2021 | $6,707,000 | +1.2% | 38,620 | -3.5% | 0.59% | -15.8% |
| Q1 2021 | $6,629,000 | +118.0% | 40,025 | +87.2% | 0.70% | +68.0% |
| Q4 2020 | $3,041,000 | +555.4% | 21,386 | +409.8% | 0.42% | +270.8% |
| Q3 2020 | $464,000 | +243.7% | 4,195 | +175.4% | 0.11% | +17.7% |
| Q1 2020 | $135,000 | -94.4% | 1,523 | -91.9% | 0.10% | -89.6% |
| Q3 2019 | $2,416,000 | -11.4% | 18,752 | -10.2% | 0.92% | -15.1% |
| Q2 2019 | $2,727,000 | +1.2% | 20,889 | -0.2% | 1.09% | -25.3% |
| Q1 2019 | $2,695,000 | +16.6% | 20,939 | +3.3% | 1.46% | -5.6% |
| Q4 2018 | $2,312,000 | – | 20,267 | – | 1.54% | – |
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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% |