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 | $2,827,410 | -3.5% | 17,728 | +0.1% | 2.62% | +0.2% |
| Q2 2023 | $2,928,633 | +4.1% | 17,706 | -0.1% | 2.62% | +0.6% |
| Q1 2023 | $2,813,058 | -5.4% | 17,719 | -5.4% | 2.60% | -9.9% |
| Q4 2022 | $2,974,557 | +10.3% | 18,731 | -0.4% | 2.89% | +3.1% |
| Q3 2022 | $2,697,000 | -5.0% | 18,808 | -0.8% | 2.80% | +2.7% |
| Q2 2022 | $2,839,000 | -15.0% | 18,952 | -0.1% | 2.73% | -2.4% |
| Q1 2022 | $3,339,000 | -3.6% | 18,978 | -2.0% | 2.79% | +0.4% |
| Q4 2021 | $3,465,000 | +6.2% | 19,375 | +0.5% | 2.78% | +0.2% |
| Q3 2021 | $3,262,000 | -1.9% | 19,274 | +0.7% | 2.78% | -1.9% |
| Q2 2021 | $3,324,000 | 0.0% | 19,141 | -4.6% | 2.83% | -6.8% |
| Q1 2021 | $3,324,000 | +13.0% | 20,071 | -3.0% | 3.04% | +8.6% |
| Q4 2020 | $2,942,000 | – | 20,690 | – | 2.80% | – |
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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% |