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 | $15,266,432 | +3.1% | 95,720 | +6.9% | 8.21% | +1.7% |
| Q2 2023 | $14,812,613 | +124.2% | 89,556 | +142.3% | 8.08% | +31.6% |
| Q1 2023 | $6,606,077 | -29.6% | 36,960 | +43.3% | 6.13% | -8.7% |
| Q4 2022 | $9,383,382 | +78.5% | 25,784 | -29.7% | 6.72% | +50.0% |
| Q3 2022 | $5,258,000 | +47.6% | 36,667 | +239.4% | 4.48% | +27.1% |
| Q2 2022 | $3,563,000 | -30.4% | 10,805 | -62.8% | 3.53% | -20.5% |
| Q1 2022 | $5,117,000 | -22.2% | 29,082 | -20.9% | 4.43% | -28.2% |
| Q4 2021 | $6,573,000 | – | 36,750 | – | 6.17% | – |
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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% |