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 | $684,289 | -3.9% | 4,290 | -0.3% | 0.12% | -5.4% |
| Q2 2023 | $711,796 | -1.3% | 4,303 | -5.2% | 0.13% | -6.5% |
| Q1 2023 | $721,006 | +8.6% | 4,541 | +8.6% | 0.14% | +0.7% |
| Q4 2022 | $664,019 | +9.4% | 4,181 | -1.2% | 0.14% | -3.5% |
| Q3 2022 | $607,000 | -4.0% | 4,232 | +0.4% | 0.14% | -3.4% |
| Q2 2022 | $632,000 | -15.5% | 4,216 | -0.9% | 0.15% | -7.5% |
| Q1 2022 | $748,000 | -1.1% | 4,253 | +0.6% | 0.16% | 0.0% |
| Q4 2021 | $756,000 | +16.1% | 4,227 | +10.0% | 0.16% | 0.0% |
| Q3 2021 | $651,000 | -2.4% | 3,843 | +0.1% | 0.16% | -8.1% |
| Q2 2021 | $667,000 | +4.4% | 3,839 | -0.5% | 0.17% | -8.0% |
| Q1 2021 | $639,000 | +16.6% | 3,857 | +0.1% | 0.19% | +2.2% |
| Q4 2020 | $548,000 | +45.7% | 3,853 | +13.3% | 0.18% | +37.3% |
| Q3 2020 | $376,000 | +4.7% | 3,400 | +1.4% | 0.13% | -6.3% |
| Q2 2020 | $359,000 | +20.5% | 3,354 | 0.0% | 0.14% | +3.6% |
| Q1 2020 | $298,000 | -37.5% | 3,354 | -3.5% | 0.14% | -35.2% |
| Q4 2019 | $477,000 | +6.5% | 3,476 | 0.0% | 0.21% | -8.2% |
| Q3 2019 | $448,000 | -1.3% | 3,476 | 0.0% | 0.23% | -8.3% |
| Q2 2019 | $454,000 | – | 3,476 | – | 0.25% | – |
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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% |