VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $8,707,000 | -73.0% | 58,116 | -68.3% | 0.53% | -66.9% |
| Q1 2022 | $32,255,000 | -1.6% | 183,330 | 0.0% | 1.59% | +29.4% |
| Q4 2021 | $32,789,000 | +5.7% | 183,330 | 0.0% | 1.23% | -11.0% |
| Q3 2021 | $31,030,000 | -13.6% | 183,330 | -11.3% | 1.38% | -22.8% |
| Q2 2021 | $35,909,000 | +4.9% | 206,778 | 0.0% | 1.79% | +13.7% |
| Q1 2021 | $34,245,000 | +16.5% | 206,778 | 0.0% | 1.58% | +21.1% |
| Q4 2020 | $29,406,000 | +28.5% | 206,778 | 0.0% | 1.30% | -1.2% |
| Q3 2020 | $22,876,000 | -20.1% | 206,778 | -22.8% | 1.32% | -33.5% |
| Q2 2020 | $28,623,000 | – | 267,708 | – | 1.98% | – |
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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% |