VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $520,735 | -4.2% | 3,265 | -0.6% | 0.11% | +1.0% |
| Q2 2023 | $543,339 | +3.8% | 3,285 | -0.4% | 0.10% | -0.9% |
| Q1 2023 | $523,591 | -1.8% | 3,298 | -1.7% | 0.11% | -2.8% |
| Q4 2022 | $532,933 | +7.4% | 3,356 | -3.0% | 0.11% | +10.1% |
| Q3 2022 | $496,000 | -14.2% | 3,461 | -10.2% | 0.10% | -11.6% |
| Q2 2022 | $578,000 | -27.9% | 3,855 | -15.5% | 0.11% | -17.0% |
| Q1 2022 | $802,000 | +649.5% | 4,561 | +660.2% | 0.14% | +610.5% |
| Q4 2021 | $107,000 | +4.9% | 600 | 0.0% | 0.02% | -5.0% |
| Q3 2021 | $102,000 | -1.9% | 600 | 0.0% | 0.02% | +5.3% |
| Q2 2021 | $104,000 | – | 600 | – | 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% |