VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,197 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $920,067 | +4.9% | 5,563 | +0.7% | 0.57% | +1.6% |
| Q1 2023 | $876,837 | +4.3% | 5,523 | +4.3% | 0.56% | 0.0% |
| Q4 2022 | $840,816 | +11.7% | 5,295 | +0.8% | 0.56% | +0.5% |
| Q3 2022 | $753,038 | -3.6% | 5,251 | +0.7% | 0.55% | +0.9% |
| Q2 2022 | $781,137 | -21.5% | 5,214 | -7.9% | 0.55% | -20.8% |
| Q1 2022 | $995,582 | -2.7% | 5,659 | -1.1% | 0.69% | -0.3% |
| Q4 2021 | $1,023,419 | +2.8% | 5,722 | -2.7% | 0.70% | -7.8% |
| Q3 2021 | $995,664 | -2.9% | 5,882 | -0.4% | 0.75% | -7.1% |
| Q2 2021 | $1,025,848 | +4.7% | 5,907 | -0.2% | 0.81% | -13.2% |
| Q1 2021 | $979,976 | +18.0% | 5,917 | +1.3% | 0.94% | +2.1% |
| Q4 2020 | $830,826 | – | 5,842 | – | 0.92% | – |
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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% |