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 | $22 | -4.3% | 141 | +0.7% | 0.02% | -6.2% |
| Q2 2023 | $23 | +4.5% | 140 | +0.7% | 0.02% | +6.7% |
| Q1 2023 | $22 | 0.0% | 139 | +0.7% | 0.02% | 0.0% |
| Q4 2022 | $22 | -99.9% | 138 | +0.7% | 0.02% | 0.0% |
| Q3 2022 | $20,000 | 0.0% | 137 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $20,000 | -16.7% | 137 | +0.7% | 0.02% | +15.4% |
| Q1 2022 | $24,000 | 0.0% | 136 | 0.0% | 0.01% | +8.3% |
| Q4 2021 | $24,000 | +140.0% | 136 | +91.5% | 0.01% | +50.0% |
| Q4 2019 | $10,000 | +11.1% | 71 | 0.0% | 0.01% | +14.3% |
| Q3 2019 | $9,000 | 0.0% | 71 | +1.4% | 0.01% | -12.5% |
| Q2 2019 | $9,000 | -96.5% | 70 | -96.5% | 0.01% | -96.5% |
| Q1 2019 | $257,000 | +12.7% | 1,999 | 0.0% | 0.23% | -3.4% |
| Q4 2018 | $228,000 | -17.1% | 1,999 | +1.3% | 0.24% | -1.7% |
| Q3 2018 | $275,000 | +2.6% | 1,974 | 0.0% | 0.24% | -5.1% |
| Q2 2018 | $268,000 | -5.3% | 1,974 | -9.6% | 0.25% | -10.6% |
| Q1 2018 | $283,000 | -6.3% | 2,183 | -4.0% | 0.28% | +1.8% |
| Q4 2017 | $302,000 | – | 2,273 | – | 0.28% | – |
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% |