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 | $251,356 | -6.4% | 1,576 | -2.9% | 0.08% | -4.6% |
| Q2 2023 | $268,444 | -97.1% | 1,623 | -97.2% | 0.09% | -97.8% |
| Q1 2023 | $9,256,697 | -0.9% | 58,306 | -0.9% | 4.03% | -0.8% |
| Q4 2022 | $9,344,457 | +4.1% | 58,844 | -6.0% | 4.06% | -6.8% |
| Q3 2022 | $8,979,000 | -6.8% | 62,616 | -2.6% | 4.36% | -1.9% |
| Q2 2022 | $9,631,000 | -13.4% | 64,286 | +1.7% | 4.44% | -1.2% |
| Q1 2022 | $11,116,000 | -0.1% | 63,182 | +1.5% | 4.50% | +6.7% |
| Q4 2021 | $11,128,000 | +9.4% | 62,219 | +3.5% | 4.22% | +2.0% |
| Q3 2021 | $10,172,000 | -0.5% | 60,096 | +2.1% | 4.13% | +1.7% |
| Q2 2021 | $10,223,000 | +13.8% | 58,865 | +8.5% | 4.06% | +8.7% |
| Q1 2021 | $8,987,000 | +4262.6% | 54,268 | +3515.5% | 3.74% | +3179.8% |
| Q4 2019 | $206,000 | +2.5% | 1,501 | -3.9% | 0.11% | -7.3% |
| Q1 2019 | $201,000 | -6.9% | 1,562 | +0.8% | 0.12% | -9.6% |
| Q3 2018 | $216,000 | +2.9% | 1,549 | 0.0% | 0.14% | -2.2% |
| Q2 2018 | $210,000 | -2.3% | 1,549 | -4.3% | 0.14% | +2.2% |
| Q4 2017 | $215,000 | +4.9% | 1,619 | +0.7% | 0.14% | -10.5% |
| Q3 2017 | $205,000 | – | 1,607 | – | 0.15% | – |
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% |