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 | $232,076 | -10.5% | 1,455 | -7.1% | 0.30% | -10.6% |
| Q2 2023 | $259,239 | -11.3% | 1,567 | -14.9% | 0.33% | -3.5% |
| Q1 2023 | $292,224 | -10.8% | 1,841 | -10.7% | 0.34% | -12.3% |
| Q4 2022 | $327,472 | -72.7% | 2,062 | -75.4% | 0.39% | -73.8% |
| Q3 2022 | $1,201,000 | -52.0% | 8,376 | -49.9% | 1.49% | -50.4% |
| Q2 2022 | $2,504,000 | -18.6% | 16,711 | -4.4% | 3.00% | -16.2% |
| Q1 2022 | $3,076,000 | -5.7% | 17,482 | -4.1% | 3.57% | -5.1% |
| Q4 2021 | $3,261,000 | – | 18,236 | – | 3.77% | – |
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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% |