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 | $9,362,377 | -2.2% | 58,702 | +1.4% | 6.57% | +2.0% |
Q2 2023 | $9,576,621 | +6.5% | 57,900 | +2.2% | 6.44% | -5.0% |
Q4 2022 | $8,996,339 | +14.7% | 56,652 | +3.6% | 6.78% | +10.7% |
Q3 2022 | $7,841,000 | -2.5% | 54,677 | +1.8% | 6.13% | +2.4% |
Q2 2022 | $8,046,000 | -15.0% | 53,702 | -0.2% | 5.98% | +1.1% |
Q1 2022 | $9,465,000 | +1.5% | 53,798 | +3.2% | 5.92% | +4.9% |
Q4 2021 | $9,324,000 | +5.7% | 52,131 | -0.0% | 5.64% | -0.1% |
Q3 2021 | $8,824,000 | -1.1% | 52,134 | +1.4% | 5.64% | -1.8% |
Q2 2021 | $8,926,000 | +14.0% | 51,401 | +8.8% | 5.75% | +4.5% |
Q1 2021 | $7,827,000 | +16.3% | 47,263 | -0.1% | 5.50% | +10.8% |
Q4 2020 | $6,730,000 | +27.6% | 47,326 | -0.7% | 4.96% | +18.3% |
Q3 2020 | $5,273,000 | -1.2% | 47,665 | -4.6% | 4.19% | -17.7% |
Q2 2020 | $5,339,000 | +13.4% | 49,938 | -5.8% | 5.09% | -6.9% |
Q1 2020 | $4,710,000 | -36.3% | 53,039 | -1.7% | 5.47% | -23.0% |
Q4 2019 | $7,399,000 | – | 53,981 | – | 7.10% | – |
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% |