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 | $1,347,212 | -5.5% | 8,447 | -2.0% | 0.46% | -2.9% |
| Q2 2023 | $1,426,079 | +3.2% | 8,622 | -0.9% | 0.48% | -0.2% |
| Q1 2023 | $1,381,530 | +312.9% | 8,702 | +313.0% | 0.48% | +266.9% |
| Q4 2022 | $334,592 | -62.1% | 2,107 | -65.8% | 0.13% | -65.3% |
| Q3 2022 | $883,000 | -5.9% | 6,157 | -1.7% | 0.38% | -7.2% |
| Q2 2022 | $938,000 | -26.6% | 6,262 | -13.8% | 0.40% | -18.1% |
| Q1 2022 | $1,278,000 | -18.2% | 7,263 | -16.9% | 0.49% | -26.4% |
| Q4 2021 | $1,563,000 | +38.1% | 8,738 | +30.7% | 0.67% | +25.9% |
| Q3 2021 | $1,132,000 | -2.5% | 6,686 | 0.0% | 0.53% | -1.8% |
| Q2 2021 | $1,161,000 | +49.6% | 6,686 | +42.7% | 0.54% | +22.1% |
| Q1 2021 | $776,000 | +72.4% | 4,686 | +48.2% | 0.44% | +58.6% |
| Q4 2020 | $450,000 | +3.9% | 3,161 | -19.2% | 0.28% | -13.6% |
| Q3 2020 | $433,000 | -78.3% | 3,913 | -79.0% | 0.32% | -84.7% |
| Q2 2020 | $1,994,000 | +19.4% | 18,654 | -0.8% | 2.12% | -1.9% |
| Q1 2020 | $1,670,000 | +33.2% | 18,808 | +105.6% | 2.17% | +95.5% |
| Q4 2019 | $1,254,000 | +44.5% | 9,149 | +35.9% | 1.11% | +132.3% |
| Q3 2019 | $868,000 | +7.2% | 6,734 | +8.6% | 0.48% | +14.9% |
| Q2 2019 | $810,000 | +2.5% | 6,202 | +1.0% | 0.42% | -0.7% |
| Q1 2019 | $790,000 | +16.5% | 6,138 | +3.2% | 0.42% | +19.8% |
| Q4 2018 | $678,000 | – | 5,946 | – | 0.35% | – |
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% |