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 | $1,570,681 | -3.7% | 9,848 | -0.1% | 0.94% | 0.0% |
| Q2 2023 | $1,631,035 | +4.7% | 9,861 | +0.5% | 0.94% | 0.0% |
| Q1 2023 | $1,557,139 | -0.9% | 9,808 | -0.8% | 0.94% | -7.6% |
| Q4 2022 | $1,570,532 | +7.9% | 9,890 | -2.6% | 1.01% | -2.3% |
| Q3 2022 | $1,456,000 | -4.3% | 10,151 | 0.0% | 1.04% | -8.3% |
| Q2 2022 | $1,521,000 | -15.8% | 10,151 | -1.1% | 1.13% | -14.1% |
| Q1 2022 | $1,806,000 | -3.2% | 10,266 | -1.6% | 1.32% | -0.2% |
| Q4 2021 | $1,866,000 | +4.8% | 10,436 | -0.8% | 1.32% | -0.8% |
| Q3 2021 | $1,781,000 | -6.1% | 10,521 | -3.7% | 1.33% | -11.8% |
| Q2 2021 | $1,897,000 | +4.9% | 10,926 | 0.0% | 1.51% | -6.3% |
| Q1 2021 | $1,809,000 | +16.4% | 10,926 | 0.0% | 1.61% | +5.2% |
| Q4 2020 | $1,554,000 | – | 10,926 | – | 1.53% | – |
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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% |