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 | $413,278 | -3.6% | 2,591 | 0.0% | 0.01% | -15.4% |
| Q2 2023 | $428,592 | -5.5% | 2,591 | -9.3% | 0.01% | -13.3% |
| Q1 2023 | $453,617 | -1.2% | 2,857 | -1.2% | 0.02% | -6.2% |
| Q4 2022 | $459,289 | +9.9% | 2,892 | -0.7% | 0.02% | +6.7% |
| Q3 2022 | $418,000 | +97.2% | 2,912 | +106.2% | 0.02% | +114.3% |
| Q2 2022 | $212,000 | -3.2% | 1,412 | +13.7% | 0.01% | +16.7% |
| Q1 2022 | $219,000 | +3.8% | 1,242 | +5.4% | 0.01% | +20.0% |
| Q4 2021 | $211,000 | +4.5% | 1,178 | -18.8% | 0.01% | -64.3% |
| Q3 2018 | $202,000 | +0.5% | 1,451 | 0.0% | 0.01% | -6.7% |
| Q2 2018 | $201,000 | – | 1,451 | – | 0.02% | – |
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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% |