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 | $596,126 | -1.0% | 3,738 | +2.7% | 0.11% | +1.9% |
| Q2 2023 | $602,211 | +1.9% | 3,641 | -2.1% | 0.10% | -1.9% |
| Q1 2023 | $590,707 | -1.5% | 3,721 | -1.5% | 0.11% | -5.4% |
| Q4 2022 | $599,778 | +9.4% | 3,777 | -1.2% | 0.11% | +2.8% |
| Q3 2022 | $548,000 | -4.5% | 3,822 | -0.3% | 0.11% | +0.9% |
| Q2 2022 | $574,000 | -13.2% | 3,832 | +1.9% | 0.11% | +0.9% |
| Q1 2022 | $661,000 | +4.9% | 3,759 | +3.7% | 0.11% | +1.9% |
| Q4 2021 | $630,000 | +26.3% | 3,624 | +22.9% | 0.10% | +23.5% |
| Q3 2021 | $499,000 | +4.8% | 2,949 | +7.6% | 0.08% | +1.2% |
| Q2 2021 | $476,000 | +71.8% | 2,741 | +64.1% | 0.08% | +58.5% |
| Q1 2021 | $277,000 | +140.9% | 1,670 | +106.2% | 0.05% | +120.8% |
| Q4 2020 | $115,000 | – | 810 | – | 0.02% | – |
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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% |