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 | $5,063,217 | -19.8% | 31,746 | -16.8% | 1.10% | -18.4% |
| Q2 2023 | $6,314,246 | -2.3% | 38,176 | -6.3% | 1.35% | -3.6% |
| Q1 2023 | $6,465,495 | -51.9% | 40,725 | -51.9% | 1.40% | -55.0% |
| Q4 2022 | $13,450,472 | +10.8% | 84,701 | +0.0% | 3.10% | +0.1% |
| Q3 2022 | $12,143,000 | -3.4% | 84,678 | +1.0% | 3.10% | +6.2% |
| Q2 2022 | $12,567,000 | -14.0% | 83,879 | +1.0% | 2.91% | -7.8% |
| Q1 2022 | $14,617,000 | -0.6% | 83,078 | +1.1% | 3.16% | +3.4% |
| Q4 2021 | $14,704,000 | +8.3% | 82,214 | +2.5% | 3.06% | -1.3% |
| Q3 2021 | $13,582,000 | -0.2% | 80,245 | +2.4% | 3.09% | -5.8% |
| Q2 2021 | $13,611,000 | +8.0% | 78,379 | +3.0% | 3.28% | -3.3% |
| Q1 2021 | $12,605,000 | +17.5% | 76,111 | +0.9% | 3.40% | +10.1% |
| Q4 2020 | $10,725,000 | – | 75,417 | – | 3.08% | – |
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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% |