VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $912,000 | -4.0% | 6,298 | +0.5% | 0.67% | -1.9% |
| Q2 2022 | $950,000 | +1.1% | 6,267 | +17.3% | 0.68% | +35.0% |
| Q1 2022 | $940,000 | +8.7% | 5,343 | +10.8% | 0.51% | +61.1% |
| Q4 2021 | $865,000 | +5.6% | 4,824 | +0.6% | 0.31% | 0.0% |
| Q3 2021 | $819,000 | +12.7% | 4,796 | +14.5% | 0.31% | +12.1% |
| Q2 2021 | $727,000 | +4.5% | 4,188 | -0.0% | 0.28% | 0.0% |
| Q1 2021 | $696,000 | +18.0% | 4,189 | +1.0% | 0.28% | +8.9% |
| Q4 2020 | $590,000 | +28.8% | 4,147 | +0.6% | 0.26% | +2.0% |
| Q3 2020 | $458,000 | – | 4,124 | – | 0.25% | – |
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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% |