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 | $2,768,703 | -3.1% | 17,360 | +0.5% | 2.49% | -1.3% |
| Q2 2023 | $2,856,330 | +4.6% | 17,269 | +0.4% | 2.52% | -2.3% |
| Q1 2023 | $2,730,971 | +0.5% | 17,202 | +0.5% | 2.58% | -5.7% |
| Q4 2022 | $2,716,861 | +24.1% | 17,109 | +12.1% | 2.74% | +12.5% |
| Q3 2022 | $2,189,000 | +43.3% | 15,267 | +49.6% | 2.43% | +48.2% |
| Q2 2022 | $1,528,000 | +2.6% | 10,202 | +20.4% | 1.64% | +17.7% |
| Q1 2022 | $1,490,000 | -1.3% | 8,471 | +0.3% | 1.39% | +3.3% |
| Q4 2021 | $1,510,000 | +6.3% | 8,442 | +0.6% | 1.35% | +0.1% |
| Q3 2021 | $1,420,000 | -2.1% | 8,388 | +0.4% | 1.35% | 0.0% |
| Q2 2021 | $1,451,000 | -0.3% | 8,357 | -4.9% | 1.35% | -6.7% |
| Q1 2021 | $1,455,000 | +16.9% | 8,785 | +0.4% | 1.44% | +17.4% |
| Q4 2020 | $1,245,000 | – | 8,752 | – | 1.23% | – |
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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% |