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 | $96,332 | -3.6% | 604 | 0.0% | 0.03% | -5.6% |
| Q2 2023 | $99,902 | +4.2% | 604 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $95,891 | -7.0% | 604 | -6.9% | 0.04% | -5.3% |
| Q4 2022 | $103,061 | -49.7% | 649 | -44.2% | 0.04% | -17.4% |
| Q1 2022 | $205,000 | -24.1% | 1,163 | -23.0% | 0.05% | -6.1% |
| Q4 2021 | $270,000 | -2.5% | 1,510 | -7.6% | 0.05% | -9.3% |
| Q3 2021 | $277,000 | 0.0% | 1,635 | +2.5% | 0.05% | 0.0% |
| Q2 2021 | $277,000 | -1.8% | 1,595 | -6.5% | 0.05% | -12.9% |
| Q1 2021 | $282,000 | -0.7% | 1,705 | -14.8% | 0.06% | -12.7% |
| Q4 2020 | $284,000 | – | 2,000 | – | 0.07% | – |
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% |