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 | $959,342 | -6.9% | 6,015 | -3.5% | 0.18% | -3.8% |
| Q2 2023 | $1,030,649 | -5.2% | 6,231 | -9.0% | 0.18% | -22.9% |
| Q1 2023 | $1,087,037 | -6.1% | 6,847 | -6.0% | 0.24% | -5.6% |
| Q4 2022 | $1,157,213 | +11.2% | 7,287 | +0.4% | 0.25% | -13.8% |
| Q3 2022 | $1,041,000 | -2.8% | 7,258 | +1.6% | 0.29% | -0.3% |
| Q2 2022 | $1,071,000 | -40.0% | 7,147 | -29.6% | 0.29% | -36.7% |
| Q1 2022 | $1,785,000 | – | 10,148 | – | 0.46% | – |
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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% |