VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,204 | -12.8% | 1,587 | -13.2% | 0.00% | – |
| Q1 2023 | $290,372 | -48.5% | 1,829 | -48.5% | 0.00% | – |
| Q4 2022 | $564,375 | +127.6% | 3,554 | +155.3% | 0.00% | – |
| Q4 2021 | $248,000 | +9.3% | 1,392 | +1.5% | 0.00% | – |
| Q1 2021 | $227,000 | -66.8% | 1,371 | -82.2% | 0.00% | -100.0% |
| Q1 2020 | $683,000 | +39.1% | 7,694 | +115.0% | 0.00% | – |
| Q4 2019 | $491,000 | +78.5% | 3,578 | +67.7% | 0.00% | – |
| Q3 2019 | $275,000 | +22.2% | 2,133 | +23.9% | 0.00% | – |
| Q2 2019 | $225,000 | +5.1% | 1,721 | +3.5% | 0.00% | – |
| Q1 2019 | $214,000 | -95.7% | 1,663 | -96.2% | 0.00% | -100.0% |
| Q4 2018 | $4,987,000 | – | 43,727 | – | 0.01% | – |
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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% |