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 | $977 | -99.9% | 6,123 | +1.5% | 0.24% | -14.7% |
Q2 2023 | $1,155,010 | +24.9% | 6,032 | +3.6% | 0.28% | +49.2% |
Q1 2023 | $924,685 | +39.7% | 5,824 | +26.1% | 0.19% | +7.9% |
Q3 2022 | $662,000 | -1.0% | 4,618 | +3.3% | 0.18% | -34.7% |
Q2 2022 | $669,000 | -11.5% | 4,470 | +3.9% | 0.27% | -0.7% |
Q1 2022 | $756,000 | -52.6% | 4,301 | +9.3% | 0.27% | +295.7% |
Q4 2021 | $1,595,000 | +157.7% | 3,936 | +8.1% | 0.07% | -68.8% |
Q3 2021 | $619,000 | +11.3% | 3,640 | +13.1% | 0.22% | +2.3% |
Q2 2021 | $556,000 | +7842.9% | 3,217 | +6334.0% | 0.22% | +7100.0% |
Q1 2021 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $7,000 | +16.7% | 50 | 0.0% | 0.00% | -25.0% |
Q3 2020 | $6,000 | +20.0% | 50 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $5,000 | +25.0% | 50 | 0.0% | 0.00% | +33.3% |
Q1 2020 | $4,000 | -77.8% | 50 | -62.4% | 0.00% | -78.6% |
Q4 2019 | $18,000 | +50.0% | 133 | +44.6% | 0.01% | +27.3% |
Q3 2019 | $12,000 | 0.0% | 92 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $12,000 | +100.0% | 92 | +84.0% | 0.01% | +120.0% |
Q1 2019 | $6,000 | +20.0% | 50 | 0.0% | 0.01% | +25.0% |
Q4 2018 | $5,000 | – | 50 | – | 0.00% | – |
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% |