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 | $179,852 | -1.5% | 1,128 | +2.2% | 0.14% | +2.3% |
| Q2 2023 | $182,608 | +11.8% | 1,104 | +7.4% | 0.13% | +0.8% |
| Q1 2023 | $163,270 | +4.8% | 1,028 | +4.8% | 0.13% | -10.8% |
| Q4 2022 | $155,744 | +116.3% | 981 | +94.6% | 0.15% | +97.3% |
| Q3 2022 | $72,000 | -4.0% | 504 | +1.2% | 0.08% | +5.6% |
| Q2 2022 | $75,000 | -18.5% | 498 | -4.4% | 0.07% | -5.3% |
| Q1 2022 | $92,000 | -1.1% | 521 | 0.0% | 0.08% | +8.7% |
| Q4 2021 | $93,000 | – | 521 | – | 0.07% | – |
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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% |