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 | $905,459 | -3.2% | 5,657 | 0.0% | 0.20% | +1.0% |
| Q2 2023 | $935,668 | +4.2% | 5,657 | 0.0% | 0.20% | -8.6% |
| Q1 2023 | $898,105 | -0.0% | 5,657 | 0.0% | 0.22% | -10.2% |
| Q4 2022 | $898,331 | +8.1% | 5,657 | 0.0% | 0.25% | +5.6% |
| Q3 2022 | $831,000 | -1.4% | 5,657 | 0.0% | 0.23% | +0.4% |
| Q2 2022 | $843,000 | -15.3% | 5,657 | 0.0% | 0.23% | +2.2% |
| Q1 2022 | $995,000 | +58.7% | 5,657 | +64.7% | 0.23% | +54.4% |
| Q4 2021 | $627,000 | -46.0% | 3,435 | -50.0% | 0.15% | +18.5% |
| Q3 2021 | $1,162,000 | +37.8% | 6,870 | +59.0% | 0.12% | -47.7% |
| Q2 2021 | $843,000 | +81.7% | 4,321 | +54.2% | 0.24% | +60.1% |
| Q1 2021 | $464,000 | – | 2,802 | – | 0.15% | – |
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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% |