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 | $644,982 | +9.1% | 4,044 | +13.1% | 0.26% | +11.2% |
| Q2 2023 | $591,405 | +6.4% | 3,576 | +2.1% | 0.23% | +12.0% |
| Q1 2023 | $555,850 | +23.9% | 3,501 | +23.9% | 0.21% | +14.3% |
| Q4 2022 | $448,731 | +14.8% | 2,826 | +3.7% | 0.18% | +16.7% |
| Q3 2022 | $391,000 | +47.0% | 2,724 | +53.3% | 0.16% | +52.9% |
| Q2 2022 | $266,000 | -1.5% | 1,777 | +15.8% | 0.10% | +7.4% |
| Q1 2022 | $270,000 | +31.7% | 1,535 | +34.1% | 0.10% | +35.7% |
| Q4 2021 | $205,000 | – | 1,145 | – | 0.07% | – |
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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% |