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 | $1,765,858 | +1.6% | 11,072 | +5.3% | 0.10% | -15.2% |
| Q2 2023 | $1,738,748 | +98.6% | 10,512 | +90.6% | 0.11% | +77.8% |
| Q1 2023 | $875,463 | +24.2% | 5,514 | +24.3% | 0.06% | +21.2% |
| Q4 2022 | $704,656 | +47.4% | 4,437 | +33.1% | 0.05% | +33.3% |
| Q3 2022 | $478,000 | +214.5% | 3,333 | +229.7% | 0.04% | +200.0% |
| Q2 2022 | $152,000 | -94.3% | 1,011 | -93.5% | 0.01% | -98.5% |
| Q3 2021 | $2,646,000 | +4892.5% | 15,633 | +3136.6% | 0.87% | +7781.8% |
| Q3 2020 | $53,000 | – | 483 | – | 0.01% | – |
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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% |