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 | $621,422 | -5.8% | 3,896 | -2.3% | 0.20% | 0.0% |
| Q2 2023 | $659,666 | +2.9% | 3,988 | -1.2% | 0.20% | -2.9% |
| Q1 2023 | $641,122 | -2.2% | 4,038 | -2.2% | 0.21% | -7.1% |
| Q4 2022 | $655,575 | +20.7% | 4,128 | +9.0% | 0.22% | +8.2% |
| Q3 2022 | $543,000 | -29.8% | 3,788 | -26.7% | 0.21% | +4.5% |
| Q2 2022 | $774,000 | +37.7% | 5,169 | +61.8% | 0.20% | +61.0% |
| Q1 2022 | $562,000 | +113.7% | 3,194 | +105.8% | 0.12% | +98.4% |
| Q3 2021 | $263,000 | -2.6% | 1,552 | 0.0% | 0.06% | -3.1% |
| Q2 2021 | $270,000 | +5.1% | 1,552 | 0.0% | 0.06% | -3.0% |
| Q1 2021 | $257,000 | +16.3% | 1,552 | 0.0% | 0.07% | +6.5% |
| Q4 2020 | $221,000 | – | 1,552 | – | 0.06% | – |
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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% |