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 | $481,500 | -4.1% | 3,019 | -0.6% | 0.05% | -2.0% |
| Q2 2023 | $502,320 | +4.8% | 3,037 | +0.6% | 0.05% | +2.0% |
| Q1 2023 | $479,296 | -88.9% | 3,019 | -88.9% | 0.05% | -89.3% |
| Q4 2022 | $4,320,630 | -41.6% | 27,208 | -47.3% | 0.47% | -43.4% |
| Q3 2022 | $7,401,000 | +2.9% | 51,611 | +12.8% | 0.83% | +16.8% |
| Q2 2022 | $7,189,000 | +655.1% | 45,765 | +746.1% | 0.71% | +696.6% |
| Q1 2022 | $952,000 | -40.9% | 5,409 | -39.3% | 0.09% | -39.0% |
| Q4 2021 | $1,612,000 | -94.0% | 8,913 | -94.1% | 0.15% | -93.9% |
| Q3 2021 | $26,760,000 | -21.7% | 151,761 | -22.9% | 2.37% | -30.6% |
| Q2 2021 | $34,168,000 | +14.1% | 196,751 | +8.8% | 3.42% | +1.0% |
| Q1 2021 | $29,952,000 | +24.2% | 180,860 | +6.7% | 3.39% | +6.3% |
| Q4 2020 | $24,108,000 | +30.1% | 169,522 | +3.9% | 3.19% | +12.5% |
| Q3 2020 | $18,529,000 | +3884.7% | 163,164 | +3649.2% | 2.83% | +3486.1% |
| Q2 2020 | $465,000 | – | 4,352 | – | 0.08% | – |
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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% |