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 | $827,365 | +5.2% | 5,188 | +9.1% | 0.05% | +10.4% |
Q2 2023 | $786,399 | -13.7% | 4,755 | -17.2% | 0.05% | -18.6% |
Q1 2023 | $911,601 | -52.9% | 5,742 | -52.9% | 0.06% | -52.8% |
Q4 2022 | $1,935,387 | +176.5% | 12,188 | +149.9% | 0.12% | +155.1% |
Q3 2022 | $700,000 | -1.4% | 4,878 | +2.9% | 0.05% | -2.0% |
Q2 2022 | $710,000 | -20.0% | 4,742 | -6.0% | 0.05% | 0.0% |
Q1 2022 | $887,000 | +9.9% | 5,042 | +11.8% | 0.05% | +19.0% |
Q4 2021 | $807,000 | +6.0% | 4,511 | +0.4% | 0.04% | -4.5% |
Q3 2021 | $761,000 | +18.2% | 4,494 | +21.3% | 0.04% | +22.2% |
Q2 2021 | $644,000 | +4.9% | 3,706 | -0.1% | 0.04% | -2.7% |
Q1 2021 | $614,000 | +13.3% | 3,710 | -2.7% | 0.04% | -2.6% |
Q4 2020 | $542,000 | +69.9% | 3,813 | +32.3% | 0.04% | +40.7% |
Q3 2020 | $319,000 | +14.3% | 2,883 | +10.6% | 0.03% | +8.0% |
Q2 2020 | $279,000 | +49.2% | 2,607 | +23.6% | 0.02% | +13.6% |
Q1 2020 | $187,000 | -54.8% | 2,110 | -30.2% | 0.02% | -33.3% |
Q4 2019 | $414,000 | – | 3,022 | – | 0.03% | – |
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% |