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 | $4,158,532 | -4.8% | 26,074 | -1.2% | 0.45% | -3.6% |
| Q2 2023 | $4,366,881 | -1.7% | 26,402 | -5.6% | 0.47% | -7.3% |
| Q1 2023 | $4,442,446 | -0.8% | 27,982 | -0.7% | 0.51% | -7.8% |
| Q4 2022 | $4,476,800 | +8.9% | 28,191 | -1.6% | 0.55% | -2.1% |
| Q3 2022 | $4,110,000 | -9.1% | 28,660 | -5.0% | 0.56% | -6.2% |
| Q2 2022 | $4,520,000 | -9.3% | 30,167 | +6.6% | 0.60% | -2.4% |
| Q1 2022 | $4,981,000 | -14.5% | 28,310 | -13.1% | 0.61% | -14.2% |
| Q4 2021 | $5,828,000 | -12.1% | 32,587 | -16.8% | 0.72% | -16.8% |
| Q3 2021 | $6,631,000 | +8.1% | 39,178 | +10.9% | 0.86% | +5.4% |
| Q2 2021 | $6,134,000 | -0.5% | 35,321 | -5.1% | 0.82% | -10.4% |
| Q1 2021 | $6,164,000 | +10.3% | 37,218 | -5.3% | 0.91% | -0.7% |
| Q4 2020 | $5,589,000 | +30.3% | 39,303 | +1.4% | 0.92% | +11.0% |
| Q3 2020 | $4,289,000 | +7.6% | 38,765 | +4.0% | 0.83% | +1.8% |
| Q2 2020 | $3,986,000 | -30.4% | 37,282 | -42.2% | 0.81% | -36.2% |
| Q1 2020 | $5,728,000 | +1465.0% | 64,509 | +2315.2% | 1.27% | +1858.5% |
| Q4 2019 | $366,000 | +6.4% | 2,671 | +0.0% | 0.06% | -1.5% |
| Q3 2019 | $344,000 | +24.6% | 2,670 | +26.4% | 0.07% | +22.2% |
| Q2 2019 | $276,000 | – | 2,112 | – | 0.05% | – |
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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% |