VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61,001,735 | -3.6% | 382,480 | 0.0% | 0.28% | +0.7% |
| Q2 2023 | $63,262,192 | +4.2% | 382,480 | 0.0% | 0.28% | +7.6% |
| Q1 2023 | $60,722,525 | -0.0% | 382,480 | 0.0% | 0.26% | -0.8% |
| Q4 2022 | $60,737,824 | +10.7% | 382,480 | 0.0% | 0.26% | +3.9% |
| Q3 2022 | $54,848,000 | -4.3% | 382,480 | 0.0% | 0.26% | +3.7% |
| Q2 2022 | $57,303,000 | -14.8% | 382,480 | 0.0% | 0.25% | -0.4% |
| Q1 2022 | $67,294,000 | -1.6% | 382,480 | 0.0% | 0.25% | +3.8% |
| Q4 2021 | $68,407,000 | +5.7% | 382,480 | 0.0% | 0.24% | -1.7% |
| Q3 2021 | $64,739,000 | -2.5% | 382,480 | 0.0% | 0.24% | +0.8% |
| Q2 2021 | $66,421,000 | +4.9% | 382,480 | 0.0% | 0.24% | +0.4% |
| Q1 2021 | $63,343,000 | +16.5% | 382,480 | 0.0% | 0.24% | +11.7% |
| Q4 2020 | $54,392,000 | -15.6% | 382,480 | -34.3% | 0.21% | -27.7% |
| Q3 2020 | $64,440,000 | – | 582,480 | – | 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% |