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 | $972 | -10.5% | 6,094 | -10.9% | 0.40% | -17.7% |
| Q1 2023 | $1,086 | +11.7% | 6,838 | +11.8% | 0.49% | +20.6% |
| Q4 2022 | $972 | -99.9% | 6,119 | -5.9% | 0.41% | -7.3% |
| Q3 2022 | $933,000 | -3.7% | 6,506 | +0.6% | 0.44% | +2.1% |
| Q2 2022 | $969,000 | -11.7% | 6,469 | +3.7% | 0.43% | -5.5% |
| Q1 2022 | $1,098,000 | -6.5% | 6,238 | -5.0% | 0.46% | +8.1% |
| Q4 2021 | $1,174,000 | +8.8% | 6,564 | +2.9% | 0.42% | -8.1% |
| Q3 2021 | $1,079,000 | +5.2% | 6,378 | +3.0% | 0.46% | -6.0% |
| Q1 2021 | $1,026,000 | +10.9% | 6,194 | -4.8% | 0.49% | +1.5% |
| Q4 2020 | $925,000 | +21.2% | 6,507 | -5.6% | 0.48% | +11.4% |
| Q3 2020 | $763,000 | -7.0% | 6,893 | -10.1% | 0.43% | -12.2% |
| Q2 2020 | $820,000 | +8.9% | 7,668 | -9.6% | 0.49% | -7.0% |
| Q1 2020 | $753,000 | -12.8% | 8,484 | +34.6% | 0.53% | -8.3% |
| Q4 2019 | $864,000 | – | 6,303 | – | 0.58% | – |
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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% |