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 | $741 | -3.5% | 4,649 | 0.0% | 0.35% | +13.2% |
| Q2 2023 | $768 | +4.1% | 4,649 | 0.0% | 0.31% | +4.4% |
| Q1 2023 | $738 | -2.9% | 4,649 | -3.0% | 0.30% | -8.6% |
| Q4 2022 | $760 | -99.9% | 4,791 | -24.3% | 0.33% | -17.7% |
| Q3 2022 | $908,000 | -31.0% | 6,333 | -27.9% | 0.40% | -24.1% |
| Q2 2022 | $1,315,000 | -14.6% | 8,780 | +0.3% | 0.52% | +1.0% |
| Q1 2022 | $1,539,000 | +3.5% | 8,750 | -16.3% | 0.52% | -25.0% |
| Q4 2021 | $1,487,000 | +0.2% | 10,454 | +19.2% | 0.69% | +26.2% |
| Q3 2021 | $1,484,000 | +28.2% | 8,768 | +31.4% | 0.55% | +10.8% |
| Q2 2021 | $1,158,000 | -30.0% | 6,671 | -33.2% | 0.49% | -29.8% |
| Q1 2021 | $1,654,000 | +11.2% | 9,989 | -4.4% | 0.70% | +1.9% |
| Q4 2020 | $1,487,000 | – | 10,454 | – | 0.69% | – |
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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% |