VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,186 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $564,276 | -3.6% | 3,538 | 0.0% | 0.34% | -9.4% |
Q2 2023 | $585,185 | -32.7% | 3,538 | -35.4% | 0.37% | -38.2% |
Q1 2023 | $869,370 | +16.1% | 5,476 | +16.2% | 0.60% | +11.1% |
Q4 2022 | $748,583 | +13.8% | 4,714 | +2.7% | 0.54% | -21.2% |
Q3 2022 | $658,000 | +4.9% | 4,592 | +9.6% | 0.69% | -14.1% |
Q2 2022 | $627,000 | +4.2% | 4,188 | +22.3% | 0.80% | +27.5% |
Q1 2022 | $602,000 | +1.9% | 3,424 | +3.6% | 0.63% | -0.6% |
Q4 2021 | $591,000 | +11.7% | 3,304 | +5.6% | 0.63% | -28.7% |
Q3 2021 | $529,000 | +29.0% | 3,128 | +32.4% | 0.89% | +42.1% |
Q2 2021 | $410,000 | +4.9% | 2,363 | 0.0% | 0.62% | -10.1% |
Q1 2021 | $391,000 | – | 2,363 | – | 0.69% | – |
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% |