VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,442,784 | -16.1% | 21,586 | -13.0% | 0.27% | -11.0% |
| Q2 2023 | $4,104,269 | +1.2% | 24,814 | -2.9% | 0.31% | -2.8% |
| Q1 2023 | $4,055,715 | -3.5% | 25,546 | -3.5% | 0.32% | -11.0% |
| Q4 2022 | $4,202,356 | +5.6% | 26,463 | -4.6% | 0.36% | -3.8% |
| Q3 2022 | $3,979,000 | -11.8% | 27,749 | -7.9% | 0.37% | -7.5% |
| Q2 2022 | $4,513,000 | -29.1% | 30,121 | -16.8% | 0.40% | -19.7% |
| Q1 2022 | $6,366,000 | -9.5% | 36,182 | -8.1% | 0.50% | -5.1% |
| Q4 2021 | $7,038,000 | -6.2% | 39,353 | -11.2% | 0.52% | -14.6% |
| Q3 2021 | $7,503,000 | -10.1% | 44,329 | -7.8% | 0.62% | -10.9% |
| Q2 2021 | $8,346,000 | -4.3% | 48,060 | -8.8% | 0.69% | -7.5% |
| Q1 2021 | $8,723,000 | +12.1% | 52,674 | -3.7% | 0.75% | -26.8% |
| Q4 2020 | $7,778,000 | +26720.7% | 54,695 | +25699.5% | 1.02% | +14457.1% |
| Q4 2019 | $29,000 | +93.3% | 212 | +81.2% | 0.01% | +40.0% |
| Q1 2018 | $15,000 | – | 117 | – | 0.01% | – |
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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% |