VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,197 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,688,431 | +1.1% | 16,856 | +4.8% | 1.37% | +4.6% |
| Q2 2023 | $2,659,502 | +3.4% | 16,079 | -0.7% | 1.31% | -0.8% |
| Q1 2023 | $2,570,853 | -2.0% | 16,193 | -2.0% | 1.32% | +3.2% |
| Q4 2022 | $2,623,059 | +31.7% | 16,518 | +18.9% | 1.28% | -2.2% |
| Q3 2022 | $1,992,000 | -0.5% | 13,890 | +3.9% | 1.31% | -2.9% |
| Q2 2022 | $2,002,000 | -17.1% | 13,365 | -2.6% | 1.34% | -12.6% |
| Q1 2022 | $2,414,000 | +19.7% | 13,723 | +21.8% | 1.54% | +19.3% |
| Q4 2021 | $2,016,000 | +10.1% | 11,271 | +4.2% | 1.29% | -3.4% |
| Q3 2021 | $1,831,000 | -2.0% | 10,816 | +0.6% | 1.34% | -4.8% |
| Q2 2021 | $1,868,000 | +12.7% | 10,754 | +7.4% | 1.40% | +2.2% |
| Q1 2021 | $1,658,000 | +18.6% | 10,009 | +1.8% | 1.37% | +3.6% |
| Q4 2020 | $1,398,000 | – | 9,834 | – | 1.32% | – |
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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% |