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 | $3,604,759 | +7.5% | 22,603 | -0.0% | 1.53% | +10.2% |
| Q2 2023 | $3,353,347 | -1.0% | 22,614 | +6.0% | 1.39% | -8.8% |
| Q1 2023 | $3,387,934 | +12.8% | 21,341 | +12.8% | 1.52% | +0.7% |
| Q4 2022 | $3,003,553 | -28.0% | 18,914 | -35.0% | 1.51% | -34.7% |
| Q3 2022 | $4,174,000 | +43.0% | 29,105 | +49.4% | 2.31% | +30.3% |
| Q2 2022 | $2,918,000 | -19.7% | 19,475 | -5.7% | 1.77% | -15.6% |
| Q1 2022 | $3,635,000 | +5.5% | 20,660 | +7.3% | 2.10% | +1.1% |
| Q4 2021 | $3,444,000 | +6.7% | 19,257 | +1.0% | 2.08% | -6.0% |
| Q3 2021 | $3,229,000 | -6.1% | 19,075 | -3.6% | 2.21% | -6.5% |
| Q2 2021 | $3,438,000 | +10.5% | 19,794 | +5.4% | 2.37% | -13.3% |
| Q1 2021 | $3,110,000 | +12.5% | 18,781 | -3.4% | 2.73% | +7.0% |
| Q4 2020 | $2,764,000 | – | 19,433 | – | 2.55% | – |
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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% |