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 2023 | $352,887 | -32.5% | 2,212 | -30.0% | 0.34% | +2.7% |
| Q2 2023 | $522,662 | +1.1% | 3,160 | -3.0% | 0.33% | -8.9% |
| Q1 2023 | $517,015 | -10.7% | 3,257 | -10.7% | 0.36% | -15.9% |
| Q4 2022 | $578,953 | +22.4% | 3,646 | +10.5% | 0.43% | -3.8% |
| Q3 2022 | $473,000 | -22.8% | 3,300 | -19.4% | 0.44% | +20.9% |
| Q2 2022 | $613,000 | -10.4% | 4,093 | +5.2% | 0.37% | +8.2% |
| Q1 2022 | $684,000 | -3.1% | 3,889 | -1.5% | 0.34% | +19.7% |
| Q4 2021 | $706,000 | +17.1% | 3,949 | +10.9% | 0.28% | -8.1% |
| Q3 2021 | $603,000 | -3.5% | 3,562 | -1.1% | 0.31% | +22.6% |
| Q2 2021 | $625,000 | -13.7% | 3,600 | -17.7% | 0.25% | -16.3% |
| Q1 2021 | $724,000 | – | 4,372 | – | 0.30% | – |
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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% |