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 | $7,723,121 | +1.2% | 48,424 | +4.9% | 1.00% | -2.0% |
| Q2 2023 | $7,634,110 | +27.0% | 46,155 | +21.9% | 1.02% | +14.3% |
| Q1 2023 | $6,010,436 | -1.4% | 37,859 | -1.3% | 0.89% | -4.4% |
| Q4 2022 | $6,093,009 | +16.0% | 38,369 | +4.7% | 0.93% | -8.2% |
| Q3 2022 | $5,254,000 | +2.0% | 36,638 | +6.6% | 1.01% | +4.2% |
| Q2 2022 | $5,150,000 | -5.5% | 34,374 | +10.9% | 0.97% | -0.8% |
| Q1 2022 | $5,451,000 | +2270.0% | 30,982 | +1388.8% | 0.98% | +684.8% |
| Q3 2020 | $230,000 | -54.6% | 2,081 | -56.1% | 0.12% | -65.4% |
| Q2 2020 | $507,000 | +2.8% | 4,740 | -14.6% | 0.36% | +6.8% |
| Q1 2020 | $493,000 | -39.5% | 5,553 | -6.6% | 0.34% | -32.4% |
| Q4 2019 | $815,000 | – | 5,943 | – | 0.50% | – |
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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% |