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 | $3,490,621 | -3.4% | 21,886 | +0.2% | 2.68% | -0.8% |
| Q2 2023 | $3,612,244 | +6.9% | 21,839 | +2.6% | 2.71% | -8.3% |
| Q1 2023 | $3,378,372 | +0.3% | 21,280 | +0.4% | 2.95% | -13.4% |
| Q4 2022 | $3,366,721 | +10.7% | 21,201 | +0.0% | 3.41% | +12.2% |
| Q3 2022 | $3,040,000 | -2.8% | 21,197 | +1.5% | 3.04% | +9.1% |
| Q2 2022 | $3,127,000 | -17.9% | 20,874 | -3.6% | 2.78% | +1.6% |
| Q1 2022 | $3,808,000 | -5.6% | 21,643 | -4.0% | 2.74% | +11.1% |
| Q4 2021 | $4,034,000 | +7.7% | 22,554 | +1.9% | 2.47% | -3.1% |
| Q3 2021 | $3,745,000 | -2.6% | 22,129 | -0.1% | 2.55% | -6.7% |
| Q2 2021 | $3,845,000 | +4.2% | 22,143 | -0.6% | 2.73% | -4.8% |
| Q1 2021 | $3,690,000 | +17.1% | 22,283 | +0.6% | 2.87% | +8.7% |
| Q4 2020 | $3,151,000 | – | 22,156 | – | 2.64% | – |
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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% |