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 | $125,837 | -22.4% | 789 | -19.5% | 0.00% | – |
| Q2 2023 | $162,092 | -19.5% | 980 | -22.8% | 0.00% | – |
| Q1 2023 | $201,476 | -37.3% | 1,269 | -37.3% | 0.00% | – |
| Q4 2022 | $321,529 | +36.2% | 2,025 | +23.2% | 0.00% | – |
| Q3 2022 | $236,000 | -9.2% | 1,644 | -5.0% | 0.00% | – |
| Q2 2022 | $260,000 | +42.1% | 1,730 | +66.5% | 0.00% | – |
| Q1 2022 | $183,000 | +1.1% | 1,039 | +2.6% | 0.00% | – |
| Q4 2021 | $181,000 | +2.3% | 1,013 | -2.9% | 0.00% | – |
| Q3 2021 | $177,000 | +18.0% | 1,043 | +20.4% | 0.00% | – |
| Q2 2021 | $150,000 | +19.0% | 866 | +14.2% | 0.00% | – |
| Q1 2021 | $126,000 | +24.8% | 758 | +6.3% | 0.00% | – |
| Q4 2020 | $101,000 | +13.5% | 713 | -11.1% | 0.00% | – |
| Q3 2020 | $89,000 | +20.3% | 802 | +15.7% | 0.00% | – |
| Q2 2020 | $74,000 | +68.2% | 693 | +38.3% | 0.00% | – |
| Q1 2020 | $44,000 | -68.6% | 501 | -50.8% | 0.00% | – |
| Q4 2019 | $140,000 | +4.5% | 1,019 | -2.3% | 0.00% | – |
| Q3 2019 | $134,000 | +28.8% | 1,043 | +31.4% | 0.00% | – |
| Q2 2019 | $104,000 | -14.8% | 794 | -16.3% | 0.00% | – |
| Q1 2019 | $122,000 | -9.0% | 949 | -19.0% | 0.00% | – |
| Q4 2018 | $134,000 | -19.8% | 1,171 | -2.1% | 0.00% | – |
| Q3 2018 | $167,000 | +7.1% | 1,196 | +4.2% | 0.00% | – |
| Q2 2018 | $156,000 | -5.5% | 1,148 | -10.0% | 0.00% | – |
| Q1 2018 | $165,000 | +3.1% | 1,275 | +5.9% | 0.00% | – |
| Q4 2017 | $160,000 | +2.6% | 1,204 | -1.1% | 0.00% | – |
| Q3 2017 | $156,000 | +6.8% | 1,218 | +2.8% | 0.00% | – |
| Q2 2017 | $146,000 | +2.8% | 1,185 | +2.7% | 0.00% | – |
| Q1 2017 | $142,000 | +0.7% | 1,154 | -0.7% | 0.00% | – |
| Q4 2016 | $141,000 | +7.6% | 1,162 | -2.2% | 0.00% | – |
| Q3 2016 | $131,000 | +56.0% | 1,188 | +48.3% | 0.00% | – |
| Q2 2016 | $84,000 | -1.2% | 801 | -4.3% | 0.00% | – |
| Q1 2016 | $85,000 | -26.7% | 837 | -28.6% | 0.00% | – |
| Q4 2015 | $116,000 | – | 1,172 | – | 0.00% | – |
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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% |