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 | $285,328 | +3.0% | 1,789 | -1.2% | 0.14% | -2.2% |
| Q2 2023 | $277,002 | -3.6% | 1,810 | 0.0% | 0.14% | -3.5% |
| Q1 2023 | $287,356 | -7.0% | 1,810 | -6.9% | 0.14% | -2.1% |
| Q4 2022 | $308,866 | +16.6% | 1,945 | +5.4% | 0.15% | +0.7% |
| Q3 2022 | $265,000 | +1.5% | 1,845 | +5.7% | 0.14% | +6.6% |
| Q2 2022 | $261,000 | +10.1% | 1,745 | +29.6% | 0.14% | +12.4% |
| Q1 2022 | $237,000 | -69.7% | 1,346 | -69.2% | 0.12% | -5.5% |
| Q4 2021 | $783,000 | +193.3% | 4,377 | +177.2% | 0.13% | -12.3% |
| Q3 2021 | $267,000 | +10.3% | 1,579 | +13.4% | 0.15% | +12.3% |
| Q2 2021 | $242,000 | +2.1% | 1,393 | -2.6% | 0.13% | -4.4% |
| Q1 2021 | $237,000 | -7.1% | 1,430 | -20.3% | 0.14% | -13.9% |
| Q4 2020 | $255,000 | – | 1,794 | – | 0.16% | – |
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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% |