VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $446,675 | -0.5% | 2,801 | +3.2% | 0.08% | +1.4% |
| Q2 2023 | $448,738 | +4.6% | 2,713 | +0.4% | 0.07% | -2.6% |
| Q1 2023 | $429,187 | -10.2% | 2,703 | -10.2% | 0.08% | -11.6% |
| Q4 2022 | $477,786 | +7.4% | 3,009 | -3.1% | 0.09% | -5.5% |
| Q3 2022 | $445,000 | -47.4% | 3,106 | -45.0% | 0.09% | -43.5% |
| Q2 2022 | $846,000 | -12.7% | 5,645 | +2.5% | 0.16% | +9.5% |
| Q1 2022 | $969,000 | +19.3% | 5,505 | +21.2% | 0.15% | +15.7% |
| Q4 2021 | $812,000 | +14.0% | 4,541 | +8.0% | 0.13% | +2.4% |
| Q3 2021 | $712,000 | -2.3% | 4,204 | +0.2% | 0.12% | 0.0% |
| Q2 2021 | $729,000 | +5.3% | 4,197 | +0.4% | 0.12% | -1.6% |
| Q1 2021 | $692,000 | +122.5% | 4,179 | +90.8% | 0.13% | +106.6% |
| Q4 2020 | $311,000 | +29.0% | 2,190 | +0.5% | 0.06% | +8.9% |
| Q3 2020 | $241,000 | +3.4% | 2,180 | +0.2% | 0.06% | -23.3% |
| Q2 2020 | $233,000 | -23.6% | 2,175 | -2.2% | 0.07% | -11.0% |
| Q4 2019 | $305,000 | +1.7% | 2,225 | -4.3% | 0.08% | -5.7% |
| Q3 2019 | $300,000 | -1.3% | 2,325 | 0.0% | 0.09% | -1.1% |
| Q2 2019 | $304,000 | +2.0% | 2,325 | +0.4% | 0.09% | -2.2% |
| Q1 2019 | $298,000 | +17.8% | 2,315 | +4.5% | 0.09% | +12.5% |
| Q4 2018 | $253,000 | -18.1% | 2,215 | 0.0% | 0.08% | -9.1% |
| Q3 2018 | $309,000 | +2.7% | 2,215 | 0.0% | 0.09% | -7.4% |
| Q2 2018 | $301,000 | – | 2,215 | – | 0.10% | – |
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% |