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 | $425,360 | -3.6% | 2,667 | 0.0% | 0.18% | +2.2% |
Q2 2023 | $441,122 | +4.6% | 2,667 | +0.4% | 0.18% | +1.7% |
Q1 2023 | $421,825 | -6.5% | 2,657 | -6.4% | 0.18% | -7.9% |
Q4 2022 | $450,992 | +4.2% | 2,840 | -6.1% | 0.19% | +1.6% |
Q3 2022 | $433,000 | -4.4% | 3,023 | 0.0% | 0.19% | +0.5% |
Q2 2022 | $453,000 | -14.8% | 3,023 | +0.1% | 0.19% | -1.1% |
Q1 2022 | $532,000 | +4.7% | 3,021 | +6.4% | 0.19% | +8.7% |
Q4 2021 | $508,000 | +5.8% | 2,838 | 0.0% | 0.17% | 0.0% |
Q3 2021 | $480,000 | -2.6% | 2,838 | 0.0% | 0.17% | -6.0% |
Q2 2021 | $493,000 | +4.9% | 2,838 | 0.0% | 0.18% | -4.7% |
Q1 2021 | $470,000 | +24.3% | 2,838 | +6.9% | 0.19% | +14.2% |
Q4 2020 | $378,000 | – | 2,655 | – | 0.17% | – |
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% |