VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,761,457 | -0.2% | 42,394 | +3.5% | 3.32% | -0.2% |
| Q2 2023 | $6,774,438 | +13.5% | 40,958 | +9.0% | 3.33% | +11.6% |
| Q1 2023 | $5,967,916 | +103689.8% | 37,590 | +3.8% | 2.98% | -4.0% |
| Q4 2022 | $5,750 | -99.7% | 36,209 | +144.9% | 3.10% | +1.4% |
| Q3 2022 | $2,120,000 | -59.0% | 14,786 | -57.2% | 3.06% | +4.0% |
| Q2 2022 | $5,170,000 | -6.9% | 34,507 | +9.4% | 2.94% | -3.4% |
| Q1 2022 | $5,552,000 | +4.3% | 31,555 | +6.0% | 3.05% | +1.9% |
| Q4 2021 | $5,324,000 | +11.2% | 29,767 | +5.3% | 2.99% | +0.7% |
| Q3 2021 | $4,786,000 | +6.5% | 28,277 | +9.3% | 2.97% | +0.2% |
| Q2 2021 | $4,492,000 | +10.2% | 25,868 | +5.1% | 2.96% | -3.0% |
| Q1 2021 | $4,077,000 | +22.2% | 24,615 | +4.9% | 3.05% | +14.3% |
| Q4 2020 | $3,336,000 | – | 23,458 | – | 2.67% | – |
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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% |