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 | $6,106,547 | -4.8% | 38,287 | -1.3% | 1.37% | -1.1% |
| Q2 2023 | $6,414,492 | +10.3% | 38,781 | +5.9% | 1.39% | +4.4% |
| Q1 2023 | $5,816,540 | -11.5% | 36,637 | -11.5% | 1.33% | -24.0% |
| Q4 2022 | $6,572,457 | +18.9% | 41,388 | +7.4% | 1.75% | +11.1% |
| Q3 2022 | $5,526,000 | +3.3% | 38,538 | +7.9% | 1.58% | +5.5% |
| Q2 2022 | $5,351,000 | -26.3% | 35,717 | -13.5% | 1.50% | +10.1% |
| Q1 2022 | $7,264,000 | -5.4% | 41,288 | -3.8% | 1.36% | +10.2% |
| Q4 2021 | $7,679,000 | +12.3% | 42,935 | +6.3% | 1.23% | +4.8% |
| Q3 2021 | $6,836,000 | +6.3% | 40,385 | +9.1% | 1.18% | -60.8% |
| Q2 2021 | $6,428,000 | +23.9% | 37,017 | +18.2% | 3.00% | +11.4% |
| Q1 2021 | $5,188,000 | – | 31,327 | – | 2.69% | – |
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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% |