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 | $149,602 | -3.6% | 938 | 0.0% | 0.02% | -9.1% |
Q2 2023 | $155,145 | +12.6% | 938 | +8.1% | 0.02% | +4.8% |
Q1 2023 | $137,804 | +204.5% | 868 | +204.6% | 0.02% | +200.0% |
Q4 2022 | $45,258 | +88.6% | 285 | +73.8% | 0.01% | +75.0% |
Q3 2022 | $24,000 | 0.0% | 164 | +0.6% | 0.00% | 0.0% |
Q2 2022 | $24,000 | -11.1% | 163 | +6.5% | 0.00% | 0.0% |
Q1 2022 | $27,000 | 0.0% | 153 | 0.0% | 0.00% | +33.3% |
Q4 2021 | $27,000 | +28.6% | 153 | +25.4% | 0.00% | 0.0% |
Q3 2021 | $21,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $21,000 | +5.0% | 122 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $20,000 | +11.1% | 122 | -6.2% | 0.00% | 0.0% |
Q4 2020 | $18,000 | +38.5% | 130 | +8.3% | 0.00% | +50.0% |
Q3 2020 | $13,000 | -61.8% | 120 | -62.4% | 0.00% | -71.4% |
Q2 2020 | $34,000 | +21.4% | 319 | 0.0% | 0.01% | -12.5% |
Q1 2020 | $28,000 | -34.9% | 319 | +2.2% | 0.01% | -20.0% |
Q4 2019 | $43,000 | – | 312 | – | 0.01% | – |
Download |
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% |