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 | $12,329,304 | +0.5% | 77,305 | +4.2% | 2.50% | +0.3% |
| Q2 2023 | $12,265,767 | +13.2% | 74,158 | +8.6% | 2.49% | +2.0% |
| Q1 2023 | $10,840,211 | +21.2% | 68,280 | +21.2% | 2.44% | +10.6% |
| Q4 2022 | $8,947,164 | +17.2% | 56,342 | +5.9% | 2.21% | +7.0% |
| Q3 2022 | $7,631,000 | -7.6% | 53,213 | -4.6% | 2.06% | -4.6% |
| Q2 2022 | $8,256,000 | -16.4% | 55,756 | -0.7% | 2.16% | -1.5% |
| Q1 2022 | $9,877,000 | +3.7% | 56,139 | +5.4% | 2.20% | +6.7% |
| Q4 2021 | $9,528,000 | +21.0% | 53,275 | +15.2% | 2.06% | +2.2% |
| Q3 2021 | $7,875,000 | -11.6% | 46,262 | -9.8% | 2.01% | -14.3% |
| Q2 2021 | $8,904,000 | +16.9% | 51,275 | +11.5% | 2.35% | +3.6% |
| Q1 2021 | $7,615,000 | +83.1% | 45,982 | +57.3% | 2.27% | +67.9% |
| Q4 2020 | $4,158,000 | – | 29,237 | – | 1.35% | – |
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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% |