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 | $3,960,432 | +3.8% | 24,864 | +7.8% | 2.22% | -8.8% |
| Q2 2023 | $3,813,802 | +5.8% | 23,058 | +1.6% | 2.43% | +2.7% |
| Q1 2023 | $3,604,596 | +4.2% | 22,705 | +4.3% | 2.37% | +1.0% |
| Q4 2022 | $3,458,000 | +20.7% | 21,775 | +9.0% | 2.34% | +0.8% |
| Q3 2022 | $2,865,000 | +2.6% | 19,977 | +7.1% | 2.32% | -1.1% |
| Q2 2022 | $2,793,000 | -8.4% | 18,645 | +7.6% | 2.35% | +5.7% |
| Q1 2022 | $3,049,000 | +8.6% | 17,333 | +10.4% | 2.22% | +7.6% |
| Q4 2021 | $2,808,000 | – | 15,701 | – | 2.07% | – |
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% |