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 2022 | $1,580,000 | -5.6% | 11,020 | +837.1% | 2.61% | +8.9% |
| Q2 2022 | $1,674,000 | -16.4% | 1,176 | -89.7% | 2.40% | +1.8% |
| Q1 2022 | $2,003,000 | +9.6% | 11,385 | +11.5% | 2.36% | +13.1% |
| Q4 2021 | $1,827,000 | +13.5% | 10,215 | +7.4% | 2.08% | +15.5% |
| Q3 2021 | $1,610,000 | -2.3% | 9,512 | +0.2% | 1.80% | -3.9% |
| Q2 2021 | $1,648,000 | +7.4% | 9,490 | +2.4% | 1.88% | -4.1% |
| Q1 2021 | $1,535,000 | +15.2% | 9,269 | -1.1% | 1.96% | +14.5% |
| Q4 2020 | $1,333,000 | +32.6% | 9,376 | +3.2% | 1.71% | +48.8% |
| Q3 2020 | $1,005,000 | +2.2% | 9,081 | -1.2% | 1.15% | -1.8% |
| Q2 2020 | $983,000 | +22.1% | 9,190 | +1.3% | 1.17% | -9.2% |
| Q1 2020 | $805,000 | -33.0% | 9,070 | +3.6% | 1.29% | -5.2% |
| Q4 2019 | $1,201,000 | – | 8,759 | – | 1.36% | – |
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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% |