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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,124,622 | +296.0% | 7,082 | +273.7% | 0.13% | +281.8% |
| Q2 2022 | $284,000 | -66.5% | 1,895 | -60.6% | 0.03% | -58.8% |
| Q1 2022 | $847,000 | -56.6% | 4,813 | -68.2% | 0.08% | -73.1% |
| Q3 2019 | $1,951,000 | -1.3% | 15,141 | 0.0% | 0.30% | -6.0% |
| Q2 2019 | $1,977,000 | +1.4% | 15,141 | 0.0% | 0.32% | +24.9% |
| Q1 2019 | $1,949,000 | +32.2% | 15,141 | +17.2% | 0.25% | +30.4% |
| Q4 2018 | $1,474,000 | -32.4% | 12,919 | -17.4% | 0.19% | -38.4% |
| Q3 2018 | $2,180,000 | +2.6% | 15,645 | 0.0% | 0.32% | -11.8% |
| Q2 2018 | $2,124,000 | +4.9% | 15,645 | 0.0% | 0.36% | -1.4% |
| Q1 2018 | $2,025,000 | +2.3% | 15,645 | +4.9% | 0.36% | -2.4% |
| Q4 2017 | $1,979,000 | – | 14,908 | – | 0.37% | – |
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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% |