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 | $1,994,841 | -12.6% | 12,508 | -9.3% | 1.99% | -7.6% |
| Q2 2023 | $2,281,211 | +7.0% | 13,792 | +2.7% | 2.15% | +3.3% |
| Q1 2023 | $2,132,914 | -0.5% | 13,435 | -0.5% | 2.09% | +4.5% |
| Q4 2022 | $2,143,547 | +3.0% | 13,498 | -7.0% | 2.00% | -3.5% |
| Q3 2022 | $2,081,000 | +0.8% | 14,513 | +5.3% | 2.07% | +8.2% |
| Q2 2022 | $2,064,000 | -12.7% | 13,776 | +2.6% | 1.91% | +4.8% |
| Q1 2022 | $2,363,000 | -8.3% | 13,430 | -6.8% | 1.82% | -4.3% |
| Q4 2021 | $2,577,000 | +5.4% | 14,411 | -0.3% | 1.91% | -7.4% |
| Q3 2021 | $2,446,000 | +0.1% | 14,449 | +2.7% | 2.06% | -2.3% |
| Q2 2021 | $2,443,000 | -1.3% | 14,065 | -5.9% | 2.11% | -11.2% |
| Q1 2021 | $2,475,000 | +18.5% | 14,943 | +1.7% | 2.37% | +13.9% |
| Q4 2020 | $2,089,000 | – | 14,686 | – | 2.08% | – |
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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% |