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 | $627,693 | -3.5% | 3,936 | +0.1% | 0.37% | -3.1% |
| Q2 2023 | $650,291 | +4.8% | 3,932 | +0.6% | 0.39% | -2.8% |
| Q1 2023 | $620,692 | -0.0% | 3,910 | 0.0% | 0.40% | -7.0% |
| Q4 2022 | $620,849 | +10.7% | 3,910 | 0.0% | 0.43% | 0.0% |
| Q3 2022 | $561,000 | -7.1% | 3,910 | -3.1% | 0.43% | -2.7% |
| Q2 2022 | $604,000 | -16.6% | 4,034 | -1.9% | 0.44% | -3.3% |
| Q1 2022 | $724,000 | -4.0% | 4,113 | -2.4% | 0.45% | -5.4% |
| Q4 2021 | $754,000 | +5.6% | 4,216 | 0.0% | 0.48% | -4.8% |
| Q3 2021 | $714,000 | -2.9% | 4,216 | -0.4% | 0.50% | -4.9% |
| Q2 2021 | $735,000 | +7.9% | 4,235 | +2.9% | 0.53% | -13.5% |
| Q1 2021 | $681,000 | +19.9% | 4,114 | +3.1% | 0.61% | +9.3% |
| Q4 2020 | $568,000 | – | 3,991 | – | 0.56% | – |
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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% |