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 | $1,621,216 | -6.1% | 10,165 | -2.6% | 0.42% | -5.3% |
| Q2 2023 | $1,726,114 | -6.6% | 10,436 | -10.3% | 0.44% | -9.9% |
| Q1 2023 | $1,847,331 | -5.9% | 11,636 | -5.9% | 0.49% | -14.6% |
| Q4 2022 | $1,963,244 | -11.4% | 12,363 | -20.0% | 0.57% | -19.1% |
| Q3 2022 | $2,217,000 | -24.9% | 15,460 | -21.6% | 0.70% | -23.0% |
| Q2 2022 | $2,954,000 | -19.8% | 19,718 | -5.9% | 0.91% | -30.1% |
| Q1 2022 | $3,685,000 | -11.8% | 20,944 | -10.3% | 1.31% | -4.1% |
| Q4 2021 | $4,178,000 | -8.5% | 23,360 | -13.4% | 1.36% | -24.8% |
| Q3 2021 | $4,567,000 | -5.5% | 26,984 | -3.1% | 1.81% | -14.8% |
| Q2 2021 | $4,834,000 | -7.7% | 27,835 | -12.0% | 2.12% | -31.5% |
| Q1 2021 | $5,238,000 | -0.3% | 31,627 | -14.4% | 3.10% | -24.4% |
| Q4 2020 | $5,254,000 | +24.1% | 36,948 | -3.4% | 4.10% | +8.3% |
| Q3 2020 | $4,232,000 | -0.7% | 38,257 | -4.0% | 3.79% | -2.6% |
| Q2 2020 | $4,261,000 | +12.8% | 39,854 | -6.3% | 3.89% | -4.5% |
| Q1 2020 | $3,778,000 | +203.2% | 42,549 | +368.2% | 4.07% | +258.0% |
| Q4 2019 | $1,246,000 | +53.8% | 9,088 | +44.5% | 1.14% | +44.5% |
| Q3 2019 | $810,000 | -47.8% | 6,290 | -46.3% | 0.79% | -47.4% |
| Q2 2019 | $1,553,000 | – | 11,708 | – | 1.50% | – |
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% |