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 | $5,414,435 | -6.4% | 33,948 | -2.9% | 0.85% | -3.9% |
| Q2 2023 | $5,782,894 | +0.1% | 34,963 | -3.9% | 0.89% | -1.6% |
| Q1 2023 | $5,774,537 | -0.7% | 36,373 | -0.7% | 0.90% | -6.0% |
| Q4 2022 | $5,817,690 | +11.3% | 36,635 | +0.5% | 0.96% | -5.0% |
| Q3 2022 | $5,228,000 | -4.4% | 36,455 | -0.1% | 1.01% | +9.2% |
| Q2 2022 | $5,469,000 | -12.3% | 36,504 | +3.0% | 0.93% | +3.1% |
| Q1 2022 | $6,235,000 | +4.7% | 35,439 | +6.5% | 0.90% | +7.4% |
| Q4 2021 | $5,953,000 | +43.0% | 33,287 | +35.3% | 0.84% | +33.3% |
| Q3 2021 | $4,164,000 | +5.0% | 24,601 | +7.8% | 0.63% | +7.0% |
| Q2 2021 | $3,964,000 | +6.8% | 22,826 | +1.8% | 0.59% | +0.9% |
| Q1 2021 | $3,712,000 | +13.2% | 22,416 | -2.8% | 0.58% | +8.4% |
| Q4 2020 | $3,280,000 | +40.8% | 23,063 | +9.5% | 0.54% | +23.2% |
| Q3 2020 | $2,330,000 | +33.4% | 21,061 | +29.0% | 0.44% | +22.5% |
| Q2 2020 | $1,746,000 | +14.1% | 16,330 | -5.2% | 0.36% | -5.6% |
| Q1 2020 | $1,530,000 | -24.5% | 17,225 | +16.5% | 0.38% | -9.0% |
| Q4 2019 | $2,026,000 | +45.0% | 14,780 | +36.3% | 0.41% | +34.1% |
| Q3 2019 | $1,397,000 | +51.4% | 10,840 | +53.3% | 0.31% | +51.7% |
| Q2 2019 | $923,000 | -0.6% | 7,070 | -2.0% | 0.20% | -6.0% |
| Q1 2019 | $929,000 | +16.3% | 7,215 | +3.0% | 0.22% | +1.4% |
| Q4 2018 | $799,000 | -18.5% | 7,005 | -0.4% | 0.21% | -2.7% |
| Q3 2018 | $980,000 | +5.8% | 7,035 | +3.2% | 0.22% | -1.4% |
| Q2 2018 | $926,000 | +4.4% | 6,820 | -0.5% | 0.22% | +1.4% |
| Q1 2018 | $887,000 | -3.2% | 6,855 | -0.6% | 0.22% | -3.1% |
| Q4 2017 | $916,000 | +4.1% | 6,895 | +0.1% | 0.23% | -5.8% |
| Q3 2017 | $880,000 | +1.0% | 6,890 | -2.8% | 0.24% | -5.5% |
| Q2 2017 | $871,000 | +0.1% | 7,085 | 0.0% | 0.25% | -4.2% |
| Q1 2017 | $870,000 | +1.5% | 7,085 | 0.0% | 0.26% | -3.3% |
| Q4 2016 | $857,000 | – | 7,085 | – | 0.27% | – |
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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% |