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 | $482,939 | -3.0% | 3,028 | +0.6% | 0.05% | -22.2% |
| Q2 2023 | $497,692 | -0.1% | 3,009 | -4.1% | 0.06% | -24.1% |
| Q1 2023 | $498,351 | -3.1% | 3,139 | -3.1% | 0.08% | -11.7% |
| Q4 2022 | $514,366 | +12.6% | 3,239 | +1.7% | 0.09% | -16.1% |
| Q3 2022 | $457,000 | -13.9% | 3,184 | -10.1% | 0.11% | -4.3% |
| Q2 2022 | $531,000 | -14.9% | 3,542 | -0.1% | 0.12% | -9.3% |
| Q1 2022 | $624,000 | +13.2% | 3,545 | +15.1% | 0.13% | +10.3% |
| Q4 2021 | $551,000 | +4.2% | 3,080 | -1.5% | 0.12% | -13.3% |
| Q3 2021 | $529,000 | -0.6% | 3,126 | +2.1% | 0.14% | -6.9% |
| Q2 2021 | $532,000 | +4.9% | 3,062 | 0.0% | 0.14% | -35.8% |
| Q1 2021 | $507,000 | +11.4% | 3,062 | -4.3% | 0.23% | +1.8% |
| Q4 2020 | $455,000 | +23.0% | 3,199 | -4.5% | 0.22% | +7.8% |
| Q3 2020 | $370,000 | -6.8% | 3,349 | -9.9% | 0.21% | -2.4% |
| Q2 2020 | $397,000 | -7.0% | 3,717 | -22.8% | 0.21% | -25.7% |
| Q1 2020 | $427,000 | -43.1% | 4,812 | -12.1% | 0.28% | -38.0% |
| Q4 2019 | $750,000 | – | 5,472 | – | 0.46% | – |
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% |