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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $10,303 | +0.2% | 64,897 | +0.2% | 4.23% | -7.7% |
| Q4 2022 | $10,286 | -99.9% | 64,776 | -1.5% | 4.58% | +2.0% |
| Q3 2022 | $9,430,000 | -4.3% | 65,761 | -0.0% | 4.49% | -0.6% |
| Q2 2022 | $9,853,000 | -15.9% | 65,764 | -1.2% | 4.51% | -5.7% |
| Q1 2022 | $11,714,000 | -3.6% | 66,580 | -2.0% | 4.79% | +1.2% |
| Q4 2021 | $12,149,000 | +5.3% | 67,931 | -0.3% | 4.73% | -1.5% |
| Q3 2021 | $11,533,000 | -3.7% | 68,138 | -1.2% | 4.80% | -7.4% |
| Q2 2021 | $11,979,000 | +4.6% | 68,978 | -0.3% | 5.19% | -17.1% |
| Q1 2021 | $11,456,000 | +19.1% | 69,177 | +2.3% | 6.26% | +9.6% |
| Q4 2020 | $9,618,000 | +36.7% | 67,630 | +6.3% | 5.71% | +20.4% |
| Q3 2020 | $7,038,000 | +15.5% | 63,613 | +11.6% | 4.74% | +3.5% |
| Q2 2020 | $6,094,000 | +41.1% | 56,995 | +17.2% | 4.58% | +21.6% |
| Q1 2020 | $4,319,000 | -14.4% | 48,636 | +32.2% | 3.77% | -9.4% |
| Q4 2019 | $5,044,000 | +5.5% | 36,801 | -0.8% | 4.16% | -1.9% |
| Q3 2019 | $4,782,000 | -6.9% | 37,110 | -5.6% | 4.24% | -10.4% |
| Q2 2019 | $5,134,000 | +3.0% | 39,328 | +1.6% | 4.73% | -2.8% |
| Q1 2019 | $4,985,000 | – | 38,726 | – | 4.87% | – |
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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% |