VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,949,624 | -3.7% | 12,234 | -0.0% | 0.35% | -3.1% |
| Q2 2023 | $2,023,790 | +8.1% | 12,236 | +3.8% | 0.36% | -1.4% |
| Q1 2023 | $1,871,597 | +0.5% | 11,788 | +0.6% | 0.36% | -7.8% |
| Q4 2022 | $1,861,705 | +5.1% | 11,723 | -5.2% | 0.40% | -6.6% |
| Q3 2022 | $1,772,000 | +435.3% | 12,360 | +460.3% | 0.42% | +435.4% |
| Q2 2022 | $331,000 | -9.6% | 2,206 | +6.2% | 0.08% | +8.2% |
| Q1 2022 | $366,000 | +9.3% | 2,078 | +10.9% | 0.07% | +9.0% |
| Q4 2021 | $335,000 | +16.7% | 1,873 | +10.4% | 0.07% | -24.7% |
| Q3 2021 | $287,000 | -2.7% | 1,697 | +0.1% | 0.09% | +2.3% |
| Q2 2021 | $295,000 | +5.0% | 1,696 | 0.0% | 0.09% | -15.5% |
| Q1 2021 | $281,000 | +17.6% | 1,696 | +1.0% | 0.10% | +9.6% |
| Q4 2020 | $239,000 | +12.7% | 1,680 | -15.6% | 0.09% | -36.5% |
| Q2 2020 | $212,000 | – | 1,990 | – | 0.15% | – |
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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% |