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 | $433,500 | -3.6% | 2,718 | -0.1% | 0.02% | +12.5% |
Q2 2023 | $449,898 | -8.2% | 2,720 | -11.9% | 0.02% | -11.1% |
Q1 2023 | $490,331 | -11.7% | 3,089 | -11.6% | 0.02% | -18.2% |
Q4 2022 | $555,072 | +13.7% | 3,495 | +2.8% | 0.02% | 0.0% |
Q3 2022 | $488,000 | -53.1% | 3,401 | -51.0% | 0.02% | -50.0% |
Q2 2022 | $1,040,000 | -13.2% | 6,940 | +1.9% | 0.04% | +4.8% |
Q1 2022 | $1,198,000 | -1.6% | 6,811 | -0.0% | 0.04% | +2.4% |
Q4 2021 | $1,218,000 | +7.5% | 6,814 | +1.8% | 0.04% | -2.4% |
Q3 2021 | $1,133,000 | -1.7% | 6,692 | +0.8% | 0.04% | -16.0% |
Q2 2021 | $1,153,000 | +158.5% | 6,637 | +146.6% | 0.05% | +117.4% |
Q1 2021 | $446,000 | +35.6% | 2,691 | +16.2% | 0.02% | +21.1% |
Q4 2020 | $329,000 | +23.7% | 2,315 | -1.2% | 0.02% | +11.8% |
Q3 2020 | $266,000 | +9.5% | 2,343 | +2.9% | 0.02% | 0.0% |
Q2 2020 | $243,000 | +20.3% | 2,277 | 0.0% | 0.02% | 0.0% |
Q1 2020 | $202,000 | +20100.0% | 2,277 | +20600.0% | 0.02% | – |
Q2 2018 | $1,000 | – | 11 | – | 0.00% | – |
Download |
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% |