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 | $60,127 | -47.8% | 377 | -45.8% | 0.04% | -46.5% |
| Q2 2023 | $115,119 | +4.2% | 696 | 0.0% | 0.07% | +1.4% |
| Q1 2023 | $110,498 | +58.1% | 696 | +58.2% | 0.07% | +55.6% |
| Q4 2022 | $69,872 | -62.8% | 440 | -66.5% | 0.04% | -66.4% |
| Q3 2022 | $188,000 | +5.0% | 1,313 | +10.1% | 0.13% | +9.8% |
| Q2 2022 | $179,000 | +5.3% | 1,193 | +23.5% | 0.12% | +19.6% |
| Q1 2022 | $170,000 | +44.1% | 966 | +47.0% | 0.10% | +45.7% |
| Q4 2021 | $118,000 | -49.4% | 657 | -52.3% | 0.07% | -53.3% |
| Q3 2021 | $233,000 | +0.9% | 1,377 | +3.5% | 0.15% | +1.4% |
| Q2 2021 | $231,000 | – | 1,330 | – | 0.15% | – |
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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% |