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 | $1,535,146 | -4.9% | 9,625 | -1.4% | 0.85% | -3.0% |
| Q2 2023 | $1,614,105 | -2.9% | 9,759 | -6.8% | 0.88% | +12.1% |
| Q1 2023 | $1,662,894 | +0.1% | 10,474 | +0.1% | 0.78% | -23.4% |
| Q4 2022 | $1,661,478 | -4.5% | 10,463 | -13.7% | 1.02% | +1.7% |
| Q3 2022 | $1,739,000 | -5.5% | 12,128 | -1.3% | 1.00% | +3.7% |
| Q2 2022 | $1,841,000 | -15.6% | 12,290 | -0.8% | 0.97% | -7.9% |
| Q1 2022 | $2,181,000 | -0.4% | 12,394 | +1.3% | 1.05% | -20.2% |
| Q4 2021 | $2,189,000 | – | 12,238 | – | 1.32% | – |
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% |