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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,742,606 | -3.3% | 29,736 | +0.3% | 1.57% | -1.8% |
| Q2 2023 | $4,905,017 | +6.6% | 29,655 | +2.3% | 1.60% | -0.4% |
| Q1 2023 | $4,601,741 | +3.8% | 28,986 | +3.9% | 1.60% | -7.3% |
| Q4 2022 | $4,431,395 | +12.7% | 27,906 | +1.8% | 1.73% | +11.2% |
| Q3 2022 | $3,932,000 | -1.6% | 27,419 | +2.8% | 1.55% | +1.6% |
| Q2 2022 | $3,996,000 | -14.0% | 26,670 | +1.0% | 1.53% | -4.3% |
| Q1 2022 | $4,647,000 | +1596.0% | 26,413 | +1623.0% | 1.60% | +593.9% |
| Q4 2021 | $274,000 | – | 1,533 | – | 0.23% | – |
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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% |