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 | $10,015,174 | -16.4% | 62,795 | -13.3% | 3.18% | -14.0% |
| Q2 2023 | $11,980,583 | +5.6% | 72,434 | +1.4% | 3.70% | +0.4% |
| Q1 2023 | $11,342,290 | +3.1% | 71,443 | +3.1% | 3.69% | -7.0% |
| Q4 2022 | $11,000,076 | +21.5% | 69,270 | +9.7% | 3.96% | +16.7% |
| Q3 2022 | $9,057,000 | -6.7% | 63,161 | -2.5% | 3.40% | -4.7% |
| Q2 2022 | $9,709,000 | -12.3% | 64,805 | +2.9% | 3.56% | -5.5% |
| Q1 2022 | $11,077,000 | +3.1% | 62,959 | +4.8% | 3.77% | +8.1% |
| Q4 2021 | $10,747,000 | +8.7% | 60,093 | +2.9% | 3.49% | +4.1% |
| Q3 2021 | $9,889,000 | -1.7% | 58,425 | +0.9% | 3.35% | -0.2% |
| Q2 2021 | $10,056,000 | +13.2% | 57,909 | +8.0% | 3.36% | +7.3% |
| Q1 2021 | $8,884,000 | +18.9% | 53,644 | +2.1% | 3.13% | +9.7% |
| Q4 2020 | $7,472,000 | +33.2% | 52,548 | +3.7% | 2.85% | +15.2% |
| Q3 2020 | $5,608,000 | +13.6% | 50,696 | +9.8% | 2.48% | +2.5% |
| Q2 2020 | $4,936,000 | – | 46,165 | – | 2.42% | – |
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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% |