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 | $674,758 | -8.5% | 4,231 | -5.1% | 0.40% | -8.2% |
| Q2 2023 | $737,473 | -18.4% | 4,459 | -21.6% | 0.44% | -22.8% |
| Q1 2023 | $903,459 | -1.8% | 5,691 | -1.8% | 0.57% | -6.0% |
| Q4 2022 | $920,043 | +0.8% | 5,794 | -9.0% | 0.60% | -6.3% |
| Q3 2022 | $913,000 | -7.2% | 6,370 | -3.0% | 0.65% | 0.0% |
| Q2 2022 | $984,000 | -20.6% | 6,567 | -5.2% | 0.65% | -4.9% |
| Q4 2021 | $1,239,000 | +1.6% | 6,929 | +0.0% | 0.68% | -3.4% |
| Q1 2021 | $1,219,000 | – | 6,926 | – | 0.70% | – |
Download | ||||||
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% |