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 | $996,813 | -3.6% | 6,250 | 0.0% | 0.16% | -26.5% |
| Q2 2023 | $1,033,750 | +4.2% | 6,250 | 0.0% | 0.22% | -2.2% |
| Q1 2023 | $992,250 | -0.0% | 6,250 | 0.0% | 0.23% | -2.6% |
| Q4 2022 | $992,500 | +10.4% | 6,250 | -0.3% | 0.23% | -7.9% |
| Q3 2022 | $899,000 | -4.3% | 6,267 | 0.0% | 0.25% | -3.4% |
| Q2 2022 | $939,000 | -14.9% | 6,267 | 0.0% | 0.26% | +4.4% |
| Q1 2022 | $1,103,000 | -2.4% | 6,267 | -0.8% | 0.25% | -18.7% |
| Q4 2021 | $1,130,000 | +6.5% | 6,320 | +0.8% | 0.31% | -1.0% |
| Q3 2021 | $1,061,000 | -2.5% | 6,267 | 0.0% | 0.31% | -4.3% |
| Q2 2021 | $1,088,000 | +3.2% | 6,267 | -1.6% | 0.33% | -5.8% |
| Q1 2021 | $1,054,000 | +14.9% | 6,366 | -1.3% | 0.35% | +7.4% |
| Q4 2020 | $917,000 | +32.7% | 6,447 | +3.2% | 0.32% | +17.5% |
| Q3 2020 | $691,000 | +3.4% | 6,250 | 0.0% | 0.28% | -21.9% |
| Q2 2020 | $668,000 | +20.4% | 6,250 | -6.5% | 0.35% | +4.8% |
| Q1 2020 | $555,000 | +840.7% | 6,685 | +1359.6% | 0.34% | +1058.6% |
| Q1 2019 | $59,000 | +13.5% | 458 | 0.0% | 0.03% | -9.4% |
| Q4 2018 | $52,000 | – | 458 | – | 0.03% | – |
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% |