VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 33 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,268,355 | -33.0% | 7,048 | -40.7% | 1.13% | -19.3% |
| Q3 2023 | $1,894,351 | -4.2% | 11,878 | -0.7% | 1.40% | -2.3% |
| Q2 2023 | $1,978,259 | +1.7% | 11,960 | -2.4% | 1.43% | -8.5% |
| Q1 2023 | $1,945,381 | +4.3% | 12,254 | +4.3% | 1.56% | -2.9% |
| Q4 2022 | $1,865,111 | +4.8% | 11,745 | -2.4% | 1.61% | -10.0% |
| Q3 2022 | $1,780,000 | +4.9% | 12,030 | +6.2% | 1.79% | -5.4% |
| Q2 2022 | $1,697,000 | -14.6% | 11,326 | +0.3% | 1.89% | -1.3% |
| Q1 2022 | $1,988,000 | -1.4% | 11,297 | +0.2% | 1.92% | +0.7% |
| Q4 2021 | $2,016,000 | – | 11,271 | – | 1.90% | – |
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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% |