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 | $6,287,745 | -4.9% | 39,424 | -1.4% | 0.98% | -5.0% |
| Q2 2023 | $6,612,194 | +3.2% | 39,977 | -0.9% | 1.03% | -5.4% |
| Q1 2023 | $6,404,708 | +1.7% | 40,342 | +1.7% | 1.09% | -5.1% |
| Q4 2022 | $6,300,006 | +15.5% | 39,672 | +4.3% | 1.15% | +2.0% |
| Q3 2022 | $5,454,000 | -3.7% | 38,030 | +0.6% | 1.13% | -6.7% |
| Q2 2022 | $5,665,000 | -11.4% | 37,814 | +4.1% | 1.21% | +2.0% |
| Q1 2022 | $6,394,000 | +19.9% | 36,339 | +21.9% | 1.19% | +5.1% |
| Q4 2021 | $5,333,000 | – | 29,817 | – | 1.13% | – |
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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% |