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 | $45,427,724 | -3.5% | 284,831 | +0.0% | 6.86% | +0.9% |
| Q2 2023 | $47,092,952 | +10.0% | 284,722 | +5.6% | 6.80% | +2.4% |
| Q1 2023 | $42,795,783 | +0.3% | 269,563 | +0.3% | 6.64% | -5.1% |
| Q4 2022 | $42,667,071 | +12.9% | 268,684 | +2.0% | 7.00% | +4.4% |
| Q3 2022 | $37,776,000 | -1.3% | 263,428 | +3.1% | 6.71% | +2.3% |
| Q2 2022 | $38,267,000 | -12.7% | 255,417 | +2.5% | 6.56% | -2.2% |
| Q1 2022 | $43,834,000 | +0.8% | 249,140 | +2.4% | 6.71% | +2.3% |
| Q4 2021 | $43,499,000 | +6.4% | 243,216 | +0.7% | 6.55% | -1.5% |
| Q3 2021 | $40,891,000 | -1.9% | 241,589 | +0.7% | 6.65% | -0.8% |
| Q2 2021 | $41,677,000 | +0.8% | 239,992 | -3.8% | 6.70% | -4.7% |
| Q1 2021 | $41,333,000 | +2.8% | 249,580 | -11.7% | 7.04% | -4.3% |
| Q4 2020 | $40,215,000 | – | 282,788 | – | 7.36% | – |
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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% |