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 | $359,650 | -3.6% | 2,255 | 0.0% | 0.18% | 0.0% |
| Q2 2023 | $372,977 | +27.3% | 2,255 | +22.2% | 0.18% | +20.5% |
| Q1 2023 | $292,912 | -22.4% | 1,845 | -22.4% | 0.15% | -29.8% |
| Q4 2022 | $377,468 | +16.1% | 2,377 | +4.8% | 0.22% | +5.4% |
| Q3 2022 | $325,000 | -10.2% | 2,268 | +0.5% | 0.20% | -1.4% |
| Q2 2022 | $362,000 | -5.2% | 2,257 | 0.0% | 0.21% | 0.0% |
| Q1 2022 | $382,000 | -7.3% | 2,257 | -3.4% | 0.21% | -4.2% |
| Q4 2021 | $412,000 | -4.6% | 2,337 | +0.0% | 0.22% | -2.7% |
| Q3 2021 | $432,000 | +6.7% | 2,336 | 0.0% | 0.22% | +0.5% |
| Q2 2021 | $405,000 | +2.3% | 2,336 | -1.3% | 0.22% | -3.1% |
| Q1 2021 | $396,000 | +9.4% | 2,366 | +0.4% | 0.23% | +6.0% |
| Q4 2020 | $362,000 | +26.6% | 2,356 | -2.6% | 0.22% | +5.4% |
| Q3 2020 | $286,000 | +6.3% | 2,418 | 0.0% | 0.20% | -2.4% |
| Q2 2020 | $269,000 | +15.5% | 2,418 | -1.7% | 0.21% | -5.4% |
| Q1 2020 | $233,000 | – | 2,460 | – | 0.22% | – |
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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% |