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 | $6,363,025 | -3.9% | 39,896 | +2.3% | 2.18% | +1.0% |
| Q2 2023 | $6,620,786 | +7.9% | 39,003 | +0.9% | 2.15% | -2.4% |
| Q1 2023 | $6,136,456 | +0.8% | 38,652 | +0.9% | 2.21% | -2.3% |
| Q4 2022 | $6,085,484 | +21.7% | 38,322 | +9.9% | 2.26% | +11.2% |
| Q3 2022 | $5,002,000 | -8.1% | 34,885 | -4.0% | 2.03% | -3.9% |
| Q2 2022 | $5,442,000 | -15.3% | 36,324 | -0.6% | 2.12% | +0.5% |
| Q1 2022 | $6,428,000 | +9.5% | 36,535 | +11.3% | 2.11% | +13.7% |
| Q4 2021 | $5,873,000 | +25.1% | 32,840 | +21.5% | 1.85% | +19.3% |
| Q3 2021 | $4,694,000 | 0.0% | 27,028 | 0.0% | 1.55% | -8.3% |
| Q2 2021 | $4,694,000 | +32.9% | 27,028 | +26.8% | 1.69% | +35.0% |
| Q1 2021 | $3,531,000 | +191.8% | 21,321 | +150.7% | 1.26% | +172.8% |
| Q4 2020 | $1,210,000 | +13344.4% | 8,506 | +10026.2% | 0.46% | +11400.0% |
| Q3 2020 | $9,000 | -86.2% | 84 | -86.2% | 0.00% | -86.7% |
| Q2 2020 | $65,000 | -7.1% | 610 | -22.4% | 0.03% | -16.7% |
| Q1 2020 | $70,000 | +9.4% | 786 | +67.2% | 0.04% | +33.3% |
| Q4 2019 | $64,000 | – | 470 | – | 0.03% | – |
Download | ||||||
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% |