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 | $1,163,298 | -3.6% | 7,294 | 0.0% | 0.88% | +0.3% |
| Q2 2023 | $1,206,429 | +4.2% | 7,294 | +0.0% | 0.88% | +0.5% |
| Q1 2023 | $1,157,709 | +0.4% | 7,292 | +0.4% | 0.88% | -3.5% |
| Q4 2022 | $1,153,092 | +13.4% | 7,261 | +2.4% | 0.91% | +7.8% |
| Q3 2022 | $1,017,000 | -24.6% | 7,093 | -21.2% | 0.84% | -20.9% |
| Q2 2022 | $1,349,000 | -15.1% | 9,001 | -0.3% | 1.07% | +2.6% |
| Q1 2022 | $1,588,000 | +16.5% | 9,026 | +18.5% | 1.04% | +24.3% |
| Q4 2021 | $1,363,000 | -7.3% | 7,620 | -12.2% | 0.84% | -14.2% |
| Q3 2021 | $1,470,000 | -3.5% | 8,682 | -1.0% | 0.98% | -2.2% |
| Q2 2021 | $1,523,000 | +24.1% | 8,771 | +18.4% | 1.00% | +11.4% |
| Q1 2021 | $1,227,000 | +36.6% | 7,407 | +17.3% | 0.90% | +21.6% |
| Q4 2020 | $898,000 | +56.7% | 6,317 | +22.0% | 0.74% | +39.6% |
| Q3 2020 | $573,000 | +23.5% | 5,178 | +19.4% | 0.53% | +24.8% |
| Q2 2020 | $464,000 | -28.4% | 4,337 | -40.5% | 0.42% | -38.1% |
| Q1 2020 | $648,000 | -4.6% | 7,293 | +47.2% | 0.68% | +11.2% |
| Q4 2019 | $679,000 | +9.7% | 4,954 | +3.2% | 0.61% | +0.3% |
| Q3 2019 | $619,000 | +5.5% | 4,802 | +6.8% | 0.61% | +4.8% |
| Q2 2019 | $587,000 | +6.9% | 4,495 | +5.4% | 0.58% | +6.8% |
| Q1 2019 | $549,000 | +18.3% | 4,266 | +4.8% | 0.55% | +8.7% |
| Q4 2018 | $464,000 | -10.3% | 4,071 | +9.7% | 0.50% | +2.7% |
| Q3 2018 | $517,000 | -5.0% | 3,712 | -7.4% | 0.49% | -2.8% |
| Q2 2018 | $544,000 | +5.2% | 4,007 | +0.3% | 0.50% | +6.6% |
| Q1 2018 | $517,000 | +26.7% | 3,997 | +30.0% | 0.47% | +34.4% |
| Q4 2017 | $408,000 | – | 3,074 | – | 0.35% | – |
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% |