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 | $532,910 | -3.0% | 3,341 | +0.5% | 0.28% | -0.4% |
| Q2 2023 | $549,643 | +4.8% | 3,323 | +0.5% | 0.28% | +4.9% |
| Q1 2023 | $524,703 | +0.6% | 3,305 | +0.6% | 0.26% | -7.0% |
| Q4 2022 | $521,806 | +80.6% | 3,286 | +63.2% | 0.28% | +100.0% |
| Q3 2022 | $289,000 | -3.7% | 2,014 | +0.5% | 0.14% | +20.3% |
| Q2 2022 | $300,000 | -14.5% | 2,004 | +0.5% | 0.12% | +22.9% |
| Q1 2022 | $351,000 | -1.1% | 1,994 | +0.4% | 0.10% | +52.4% |
| Q4 2021 | $355,000 | +6.3% | 1,987 | +0.7% | 0.06% | +80.0% |
| Q3 2021 | $334,000 | -2.3% | 1,974 | +0.4% | 0.04% | -2.8% |
| Q2 2021 | $342,000 | +5.2% | 1,967 | +0.4% | 0.04% | 0.0% |
| Q1 2021 | $325,000 | +16.9% | 1,959 | +0.4% | 0.04% | -18.2% |
| Q4 2020 | $278,000 | +29.3% | 1,952 | +0.6% | 0.04% | +41.9% |
| Q3 2020 | $215,000 | +4.4% | 1,940 | +0.6% | 0.03% | -11.4% |
| Q2 2020 | $206,000 | -21.4% | 1,929 | +0.9% | 0.04% | -45.3% |
| Q4 2019 | $262,000 | – | 1,912 | – | 0.06% | – |
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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% |