VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,186 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $625,520 | -3.5% | 3,922 | +0.1% | 0.06% | +1.9% |
| Q2 2023 | $648,368 | +2.7% | 3,920 | -1.4% | 0.05% | -5.3% |
| Q1 2023 | $631,388 | +72.0% | 3,977 | +72.0% | 0.06% | +58.3% |
| Q4 2022 | $367,146 | +3.4% | 2,312 | -6.6% | 0.04% | -2.7% |
| Q3 2022 | $355,000 | +1.7% | 2,475 | +6.4% | 0.04% | +5.7% |
| Q2 2022 | $349,000 | -37.7% | 2,326 | -26.9% | 0.04% | -28.6% |
| Q1 2022 | $560,000 | -1.4% | 3,183 | +0.4% | 0.05% | +2.1% |
| Q4 2021 | $568,000 | +22.7% | 3,171 | +15.7% | 0.05% | +11.6% |
| Q3 2021 | $463,000 | -8.1% | 2,740 | -5.6% | 0.04% | -10.4% |
| Q2 2021 | $504,000 | +3.5% | 2,903 | -1.4% | 0.05% | -2.0% |
| Q1 2021 | $487,000 | +66.2% | 2,943 | +42.6% | 0.05% | +44.1% |
| Q4 2020 | $293,000 | +27.9% | 2,064 | 0.0% | 0.03% | +9.7% |
| Q3 2020 | $229,000 | -1.3% | 2,064 | -4.9% | 0.03% | -3.1% |
| Q2 2020 | $232,000 | – | 2,171 | – | 0.03% | – |
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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% |