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 | $3,531,542 | +0.7% | 22,143 | +4.5% | 1.72% | +3.9% |
Q2 2023 | $3,505,546 | +11.8% | 21,194 | +7.3% | 1.65% | -1.1% |
Q1 2023 | $3,134,926 | -0.5% | 19,746 | -0.5% | 1.67% | -10.2% |
Q4 2022 | $3,151,426 | +13.9% | 19,845 | +2.8% | 1.86% | +5.1% |
Q3 2022 | $2,768,000 | +0.4% | 19,303 | +4.9% | 1.77% | +4.5% |
Q2 2022 | $2,756,000 | -5.1% | 18,398 | +11.5% | 1.70% | +5.5% |
Q1 2022 | $2,903,000 | +1.6% | 16,501 | +3.3% | 1.61% | +7.1% |
Q4 2021 | $2,857,000 | +8.5% | 15,973 | +2.6% | 1.50% | +0.4% |
Q3 2021 | $2,634,000 | +3.8% | 15,565 | +6.5% | 1.49% | +1.2% |
Q2 2021 | $2,538,000 | +11.0% | 14,617 | +5.9% | 1.48% | +2.1% |
Q1 2021 | $2,287,000 | +19.2% | 13,809 | +2.4% | 1.45% | +11.7% |
Q4 2020 | $1,919,000 | – | 13,491 | – | 1.29% | – |
Download |
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% |