VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,007,834 | -2.4% | 18,859 | +1.2% | 0.11% | 0.0% |
| Q2 2023 | $3,081,975 | -1.4% | 18,633 | -5.4% | 0.11% | -6.6% |
| Q1 2023 | $3,126,770 | +121944.1% | 19,695 | +22.1% | 0.12% | -15.3% |
| Q4 2022 | $2,562 | -99.2% | 16,132 | +623.4% | 0.14% | +657.9% |
| Q3 2022 | $320,000 | -72.6% | 2,230 | -71.4% | 0.02% | -60.4% |
| Q2 2022 | $1,169,000 | -16.2% | 7,799 | -1.6% | 0.05% | +29.7% |
| Q1 2022 | $1,395,000 | -13.2% | 7,927 | -11.8% | 0.04% | +2.8% |
| Q4 2021 | $1,607,000 | +16.0% | 8,986 | +9.8% | 0.04% | -2.7% |
| Q3 2021 | $1,385,000 | -2.6% | 8,182 | -0.1% | 0.04% | -2.6% |
| Q2 2021 | $1,422,000 | +78.9% | 8,189 | -4.6% | 0.04% | +81.0% |
| Q1 2021 | $795,000 | – | 8,585 | – | 0.02% | – |
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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% |