VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,197 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $216,178 | -0.3% | 1,307 | -4.3% | 0.13% | +4.9% |
| Q1 2023 | $216,866 | -0.0% | 1,366 | 0.0% | 0.12% | +0.8% |
| Q4 2022 | $216,921 | +1.4% | 1,366 | -8.3% | 0.12% | +5.2% |
| Q3 2022 | $214,000 | -12.7% | 1,489 | -9.0% | 0.12% | +5.5% |
| Q2 2022 | $245,000 | -24.1% | 1,637 | -10.7% | 0.11% | -16.2% |
| Q1 2022 | $323,000 | -13.4% | 1,833 | -12.2% | 0.13% | -10.3% |
| Q4 2021 | $373,000 | +3.9% | 2,087 | -1.6% | 0.14% | -1.4% |
| Q3 2021 | $359,000 | -5.3% | 2,122 | -2.8% | 0.15% | -6.4% |
| Q2 2021 | $379,000 | -4.8% | 2,183 | -9.1% | 0.16% | -24.9% |
| Q1 2021 | $398,000 | +7.3% | 2,402 | -8.0% | 0.21% | -40.5% |
| Q4 2020 | $371,000 | – | 2,612 | – | 0.35% | – |
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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% |