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 | $760,608 | +5.8% | 4,769 | +9.6% | 0.40% | +8.7% |
| Q2 2023 | $718,891 | +83.0% | 4,353 | +75.9% | 0.37% | +64.6% |
| Q1 2023 | $392,772 | -0.6% | 2,474 | -0.6% | 0.22% | -8.2% |
| Q4 2022 | $395,253 | +79.7% | 2,489 | +62.1% | 0.24% | +64.2% |
| Q3 2022 | $220,000 | -6.0% | 1,535 | -1.9% | 0.15% | 0.0% |
| Q2 2022 | $234,000 | -15.8% | 1,565 | -1.0% | 0.15% | +3.5% |
| Q1 2022 | $278,000 | +3.3% | 1,581 | +5.1% | 0.14% | +10.0% |
| Q4 2021 | $269,000 | +8.5% | 1,504 | +2.7% | 0.13% | -4.4% |
| Q3 2021 | $248,000 | +0.4% | 1,465 | +2.8% | 0.14% | 0.0% |
| Q2 2021 | $247,000 | +21.7% | 1,425 | +16.2% | 0.14% | +10.6% |
| Q1 2021 | $203,000 | -15.8% | 1,226 | -27.8% | 0.12% | -24.1% |
| Q4 2020 | $241,000 | – | 1,699 | – | 0.16% | – |
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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% |