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 | $826,796 | -3.6% | 5,184 | 0.0% | 0.08% | +1.2% |
| Q2 2023 | $857,434 | -0.2% | 5,184 | -4.2% | 0.08% | -2.4% |
| Q1 2023 | $859,527 | -0.0% | 5,414 | 0.0% | 0.08% | -2.3% |
| Q4 2022 | $859,743 | +12.2% | 5,414 | +1.4% | 0.09% | +7.4% |
| Q3 2022 | $766,000 | -4.6% | 5,340 | -0.4% | 0.08% | 0.0% |
| Q2 2022 | $803,000 | -16.7% | 5,360 | -2.2% | 0.08% | -6.9% |
| Q1 2022 | $964,000 | -6.2% | 5,480 | -4.7% | 0.09% | -2.2% |
| Q4 2021 | $1,028,000 | +223.3% | 5,749 | +206.4% | 0.09% | +187.1% |
| Q3 2021 | $318,000 | +3.2% | 1,876 | +5.7% | 0.03% | +6.9% |
| Q2 2021 | $308,000 | +54.0% | 1,775 | +46.7% | 0.03% | +45.0% |
| Q1 2021 | $200,000 | – | 1,210 | – | 0.02% | – |
Download | ||||||
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% |