VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $536,687 | +13.1% | 3,365 | +17.3% | 0.05% | +8.9% |
| Q2 2023 | $474,394 | +4.7% | 2,868 | +0.5% | 0.04% | -4.3% |
| Q1 2023 | $452,991 | +8.9% | 2,853 | +8.9% | 0.05% | -2.1% |
| Q4 2022 | $416,121 | +10.4% | 2,620 | -0.3% | 0.05% | +6.7% |
| Q3 2022 | $377,000 | +46.1% | 2,627 | +52.4% | 0.04% | +40.6% |
| Q2 2022 | $258,000 | -21.1% | 1,724 | -7.2% | 0.03% | -15.8% |
| Q1 2022 | $327,000 | +17.6% | 1,858 | +19.3% | 0.04% | +8.6% |
| Q4 2021 | $278,000 | +334.4% | 1,557 | +324.3% | 0.04% | +250.0% |
| Q2 2021 | $64,000 | +966.7% | 367 | +697.8% | 0.01% | +100.0% |
| Q3 2019 | $6,000 | – | 46 | – | 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% |