VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,206,080 | -0.9% | 7,562 | +2.7% | 0.70% | -0.4% |
| Q2 2023 | $1,217,524 | +4.7% | 7,361 | +0.5% | 0.71% | -1.9% |
| Q1 2023 | $1,162,928 | +6.8% | 7,325 | +6.9% | 0.72% | +2.4% |
| Q4 2022 | $1,088,582 | +19.9% | 6,855 | +8.2% | 0.70% | +17.1% |
| Q3 2022 | $908,000 | +0.1% | 6,334 | +4.9% | 0.60% | -1.5% |
| Q2 2022 | $907,000 | -0.8% | 6,038 | +16.3% | 0.61% | +7.4% |
| Q1 2022 | $914,000 | +0.9% | 5,193 | +2.5% | 0.57% | +10.9% |
| Q4 2021 | $906,000 | +9.8% | 5,064 | +3.9% | 0.51% | +8.0% |
| Q3 2021 | $825,000 | -2.8% | 4,875 | -0.3% | 0.48% | -16.5% |
| Q2 2021 | $849,000 | +224.0% | 4,891 | +119.3% | 0.57% | +318.4% |
| Q2 2020 | $262,000 | – | 2,230 | – | 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% |