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 | $257,136 | -3.4% | 1,612 | +0.1% | 0.16% | +1.9% |
| Q2 2023 | $266,324 | +5.4% | 1,610 | 0.0% | 0.16% | 0.0% |
| Q1 2023 | $252,758 | -1.1% | 1,610 | 0.0% | 0.16% | -12.5% |
| Q4 2022 | $255,679 | +5.7% | 1,610 | -4.8% | 0.18% | -3.2% |
| Q3 2022 | $242,000 | -4.3% | 1,691 | 0.0% | 0.19% | +2.2% |
| Q2 2022 | $253,000 | -14.2% | 1,691 | +1.0% | 0.19% | -6.1% |
| Q1 2022 | $295,000 | +35.3% | 1,674 | +37.3% | 0.20% | +40.4% |
| Q4 2021 | $218,000 | – | 1,219 | – | 0.14% | – |
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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% |