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 | $417,448 | -3.6% | 2,617 | 0.0% | 0.09% | 0.0% |
| Q2 2023 | $432,916 | +10.9% | 2,617 | +6.4% | 0.09% | +5.8% |
| Q1 2023 | $390,453 | +0.1% | 2,459 | +0.1% | 0.09% | -3.4% |
| Q4 2022 | $390,251 | +10.9% | 2,457 | +0.0% | 0.09% | -1.1% |
| Q3 2022 | $352,000 | -4.3% | 2,456 | +0.1% | 0.09% | 0.0% |
| Q2 2022 | $368,000 | -13.4% | 2,454 | +1.5% | 0.09% | -4.3% |
| Q1 2022 | $425,000 | -2.5% | 2,417 | -0.8% | 0.09% | -3.1% |
| Q4 2021 | $436,000 | +5.8% | 2,437 | +0.1% | 0.10% | -8.5% |
| Q3 2021 | $412,000 | +0.7% | 2,435 | +3.3% | 0.11% | -26.9% |
| Q2 2021 | $409,000 | -0.2% | 2,358 | -4.7% | 0.14% | -8.8% |
| Q1 2021 | $410,000 | +10.8% | 2,474 | -5.0% | 0.16% | +4.6% |
| Q4 2020 | $370,000 | +41.8% | 2,604 | +10.5% | 0.15% | +24.6% |
| Q3 2020 | $261,000 | +7.4% | 2,356 | +3.8% | 0.12% | -0.8% |
| Q2 2020 | $243,000 | +16.8% | 2,269 | -2.9% | 0.12% | -10.2% |
| Q1 2020 | $208,000 | -57.4% | 2,337 | -36.5% | 0.14% | -53.4% |
| Q1 2019 | $488,000 | +16.2% | 3,681 | 0.0% | 0.29% | -22.0% |
| Q4 2018 | $420,000 | – | 3,681 | – | 0.38% | – |
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% |