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 | $768,952 | -5.5% | 4,887 | -0.1% | 0.20% | -2.0% |
| Q2 2023 | $813,631 | +5.2% | 4,890 | +0.3% | 0.20% | -0.5% |
| Q1 2023 | $773,618 | -5.6% | 4,874 | +0.1% | 0.20% | -8.1% |
| Q4 2022 | $819,097 | +5.4% | 4,871 | -4.2% | 0.22% | -7.5% |
| Q3 2022 | $777,000 | -7.2% | 5,087 | -0.0% | 0.24% | -1.2% |
| Q2 2022 | $837,000 | -7.0% | 5,088 | -2.5% | 0.24% | +1.3% |
| Q1 2022 | $900,000 | -4.2% | 5,218 | 0.0% | 0.24% | -2.8% |
| Q4 2021 | $939,000 | -0.5% | 5,218 | -2.5% | 0.25% | -5.4% |
| Q3 2021 | $944,000 | +5.1% | 5,353 | +0.0% | 0.26% | +1.2% |
| Q2 2021 | $898,000 | -1.0% | 5,352 | -0.7% | 0.26% | -12.9% |
| Q1 2021 | $907,000 | +7.1% | 5,390 | -1.1% | 0.30% | +2.4% |
| Q4 2020 | $847,000 | +14.3% | 5,451 | -14.1% | 0.29% | -3.0% |
| Q3 2020 | $741,000 | -0.7% | 6,343 | 0.0% | 0.30% | -1.3% |
| Q2 2020 | $746,000 | +25.4% | 6,343 | -2.9% | 0.30% | +1.3% |
| Q1 2020 | $595,000 | -45.7% | 6,535 | -18.4% | 0.30% | -39.0% |
| Q4 2019 | $1,095,000 | -9.2% | 8,004 | -10.7% | 0.49% | -17.3% |
| Q3 2019 | $1,206,000 | – | 8,968 | – | 0.59% | – |
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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% |