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 | $7,292,932 | +296.5% | 45,727 | +311.2% | 1.25% | +167.9% |
| Q2 2023 | $1,839,205 | +2.3% | 11,120 | -1.8% | 0.47% | +2.9% |
| Q1 2023 | $1,798,270 | +7.9% | 11,327 | +8.0% | 0.45% | +6.1% |
| Q4 2022 | $1,666,138 | +108.3% | 10,492 | +88.0% | 0.43% | +92.8% |
| Q3 2022 | $800,000 | +9.3% | 5,581 | +14.3% | 0.22% | +4.7% |
| Q2 2022 | $732,000 | -14.4% | 4,884 | +0.5% | 0.21% | -20.0% |
| Q1 2022 | $855,000 | +54.9% | 4,862 | +57.5% | 0.26% | +48.9% |
| Q4 2021 | $552,000 | +141.0% | 3,087 | +128.0% | 0.18% | +117.1% |
| Q3 2021 | $229,000 | 0.0% | 1,354 | +2.7% | 0.08% | -7.9% |
| Q2 2021 | $229,000 | – | 1,319 | – | 0.09% | – |
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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% |