VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 976 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $14,187,304 | +9.9% | 78,831 | -2.6% | 1.12% | +0.5% |
| Q3 2023 | $12,904,852 | -1.5% | 80,913 | +2.2% | 1.11% | +3.4% |
| Q2 2023 | $13,097,765 | +1.2% | 79,188 | -2.9% | 1.07% | -4.9% |
| Q1 2023 | $12,948,286 | +0.8% | 81,559 | +0.9% | 1.13% | -3.1% |
| Q4 2022 | $12,842,180 | +3039.9% | 80,870 | +2737.5% | 1.16% | +1943.9% |
| Q3 2022 | $409,000 | -4.2% | 2,850 | 0.0% | 0.06% | +3.6% |
| Q2 2022 | $427,000 | -14.8% | 2,850 | 0.0% | 0.06% | +3.8% |
| Q1 2022 | $501,000 | -1.8% | 2,850 | 0.0% | 0.05% | +3.9% |
| Q4 2021 | $510,000 | +5.8% | 2,850 | 0.0% | 0.05% | -3.8% |
| Q3 2021 | $482,000 | -2.6% | 2,850 | 0.0% | 0.05% | -1.9% |
| Q2 2021 | $495,000 | +7.1% | 2,850 | +2.1% | 0.05% | -1.8% |
| Q1 2021 | $462,000 | +16.4% | 2,792 | 0.0% | 0.06% | +10.0% |
| Q4 2020 | $397,000 | – | 2,792 | – | 0.05% | – |
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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% |