VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,135 | +15.3% | 7,119 | +19.6% | 0.11% | -14.0% |
| Q2 2023 | $984 | +7.5% | 5,953 | +3.2% | 0.13% | -4.4% |
| Q1 2023 | $915 | +3.9% | 5,768 | +3.9% | 0.14% | -6.2% |
| Q4 2022 | $881 | -99.9% | 5,553 | +16.2% | 0.14% | +10.8% |
| Q3 2022 | $685,000 | -4.9% | 4,780 | -0.6% | 0.13% | -2.3% |
| Q2 2022 | $720,000 | -13.4% | 4,807 | +1.7% | 0.13% | -2.2% |
| Q1 2022 | $831,000 | +95.1% | 4,728 | +98.3% | 0.14% | +52.8% |
| Q4 2021 | $426,000 | +6.8% | 2,384 | +0.9% | 0.09% | -8.2% |
| Q3 2021 | $399,000 | +0.5% | 2,362 | +3.4% | 0.10% | -2.0% |
| Q2 2021 | $397,000 | +3.4% | 2,285 | -1.5% | 0.10% | -7.5% |
| Q1 2021 | $384,000 | +14.6% | 2,320 | -1.7% | 0.11% | +2.9% |
| Q4 2020 | $335,000 | +30.9% | 2,360 | +1.7% | 0.10% | +8.3% |
| Q3 2020 | $256,000 | -3.4% | 2,320 | -6.4% | 0.10% | -12.7% |
| Q2 2020 | $265,000 | -26.4% | 2,478 | -39.0% | 0.11% | -14.1% |
| Q1 2020 | $360,000 | +36.4% | 4,059 | +110.9% | 0.13% | +45.5% |
| Q4 2019 | $264,000 | +6.5% | 1,925 | +0.2% | 0.09% | -6.4% |
| Q3 2019 | $248,000 | +2.5% | 1,922 | +2.1% | 0.09% | -6.0% |
| Q1 2019 | $242,000 | – | 1,883 | – | 0.10% | – |
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% |