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 | $11,673,426 | -12.2% | 73,192 | -9.0% | 0.16% | -9.9% |
| Q2 2023 | $13,296,826 | +9.6% | 80,391 | +5.2% | 0.18% | +1.1% |
| Q1 2023 | $12,130,758 | +2.4% | 76,409 | +2.4% | 0.18% | -5.8% |
| Q4 2022 | $11,850,245 | +23.1% | 74,624 | +11.1% | 0.19% | +14.5% |
| Q3 2022 | $9,628,134 | +28.0% | 67,142 | +33.7% | 0.17% | +17.7% |
| Q2 2022 | $7,522,000 | -28.3% | 50,207 | -15.9% | 0.14% | -19.4% |
| Q1 2022 | $10,498,000 | – | 59,669 | – | 0.18% | – |
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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% |