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 | $2,106,703 | -5.1% | 13,209 | -1.6% | 0.16% | -6.3% |
| Q2 2023 | $2,220,164 | +6.6% | 13,423 | +2.3% | 0.17% | +1.8% |
| Q1 2023 | $2,082,137 | +3.2% | 13,115 | +3.2% | 0.17% | -5.5% |
| Q4 2022 | $2,017,713 | +35.3% | 12,706 | +22.2% | 0.18% | +19.1% |
| Q3 2022 | $1,491,000 | +26.0% | 10,400 | +31.7% | 0.15% | +31.0% |
| Q2 2022 | $1,183,000 | +14.7% | 7,894 | +34.7% | 0.12% | +23.4% |
| Q1 2022 | $1,031,000 | +0.4% | 5,859 | +2.0% | 0.09% | +2.2% |
| Q4 2021 | $1,027,000 | +15.9% | 5,744 | +2.6% | 0.09% | -13.2% |
| Q3 2021 | $886,000 | +12.4% | 5,600 | +23.4% | 0.11% | +37.7% |
| Q2 2021 | $788,000 | +328.3% | 4,539 | +308.6% | 0.08% | +305.3% |
| Q1 2021 | $184,000 | – | 1,111 | – | 0.02% | – |
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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% |