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 | $3,901,036 | -3.0% | 24,459 | +0.5% | 1.57% | +1.4% |
| Q2 2023 | $4,023,520 | +4.2% | 24,326 | 0.0% | 1.55% | +0.8% |
| Q1 2023 | $3,861,996 | +1.8% | 24,326 | +1.8% | 1.54% | +5.3% |
| Q4 2022 | $3,795,320 | +10.7% | 23,900 | 0.0% | 1.46% | +12.5% |
| Q3 2022 | $3,427,000 | -4.3% | 23,900 | 0.0% | 1.30% | +54.1% |
| Q2 2022 | $3,581,000 | -14.8% | 23,900 | 0.0% | 0.84% | -5.9% |
| Q1 2022 | $4,205,000 | -1.6% | 23,900 | 0.0% | 0.89% | +1.9% |
| Q4 2021 | $4,275,000 | +5.7% | 23,900 | 0.0% | 0.88% | +3.8% |
| Q3 2021 | $4,045,000 | -2.5% | 23,900 | 0.0% | 0.84% | +0.5% |
| Q2 2021 | $4,150,000 | +4.9% | 23,900 | 0.0% | 0.84% | +0.6% |
| Q1 2021 | $3,958,000 | +16.4% | 23,900 | 0.0% | 0.84% | +14.4% |
| Q4 2020 | $3,399,000 | +28.6% | 23,900 | 0.0% | 0.73% | +23.7% |
| Q3 2020 | $2,644,000 | +3.5% | 23,900 | 0.0% | 0.59% | +1.7% |
| Q2 2020 | $2,555,000 | +20.4% | 23,900 | 0.0% | 0.58% | +14.8% |
| Q1 2020 | $2,122,000 | -35.2% | 23,900 | 0.0% | 0.51% | -28.5% |
| Q4 2019 | $3,276,000 | +6.4% | 23,900 | 0.0% | 0.71% | +3.2% |
| Q3 2019 | $3,080,000 | -1.3% | 23,900 | 0.0% | 0.69% | +32.2% |
| Q2 2019 | $3,120,000 | +1.4% | 23,900 | 0.0% | 0.52% | +0.8% |
| Q1 2019 | $3,077,000 | – | 23,900 | – | 0.52% | – |
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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% |