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 | $92,664 | -3.6% | 581 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $96,097 | -7.0% | 581 | -10.8% | 0.07% | -2.8% |
| Q1 2023 | $103,353 | +159.3% | 651 | +159.4% | 0.07% | +176.9% |
| Q4 2022 | $39,859 | +10.7% | 251 | 0.0% | 0.03% | +8.3% |
| Q3 2022 | $36,000 | -5.3% | 251 | 0.0% | 0.02% | +9.1% |
| Q2 2022 | $38,000 | +18.8% | 251 | +38.7% | 0.02% | +37.5% |
| Q1 2022 | $32,000 | 0.0% | 181 | 0.0% | 0.02% | +6.7% |
| Q4 2021 | $32,000 | +3.2% | 181 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $31,000 | +3.3% | 181 | +6.5% | 0.02% | 0.0% |
| Q2 2021 | $30,000 | +7.1% | 170 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $28,000 | +16.7% | 170 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $24,000 | +26.3% | 170 | 0.0% | 0.02% | -10.5% |
| Q3 2020 | $19,000 | -34.5% | 170 | -36.3% | 0.02% | -40.6% |
| Q2 2020 | $29,000 | +31.8% | 267 | +8.1% | 0.03% | +3.2% |
| Q1 2020 | $22,000 | -47.6% | 247 | -18.8% | 0.03% | -29.5% |
| Q4 2019 | $42,000 | – | 304 | – | 0.04% | – |
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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% |