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 | $5,928,292 | +9.5% | 37,170 | +13.5% | 0.19% | +10.9% |
| Q2 2023 | $5,414,692 | +25.8% | 32,737 | +20.8% | 0.18% | +12.2% |
| Q1 2023 | $4,303,103 | -1.1% | 27,104 | -1.0% | 0.16% | -0.6% |
| Q4 2022 | $4,349,645 | -5.4% | 27,391 | -14.5% | 0.16% | -21.1% |
| Q3 2022 | $4,596,000 | -57.8% | 32,048 | -55.9% | 0.20% | -40.9% |
| Q2 2022 | $10,892,000 | +35.2% | 72,698 | +58.8% | 0.34% | -30.7% |
| Q1 2022 | $8,055,000 | +2340.9% | 45,782 | +2382.8% | 0.49% | +1418.8% |
| Q4 2021 | $330,000 | +14.2% | 1,844 | +8.1% | 0.03% | +6.7% |
| Q3 2021 | $289,000 | +3.2% | 1,706 | +5.9% | 0.03% | +15.4% |
| Q2 2021 | $280,000 | +4.9% | 1,611 | 0.0% | 0.03% | -7.1% |
| Q1 2021 | $267,000 | +14.1% | 1,611 | -1.9% | 0.03% | +21.7% |
| Q4 2020 | $234,000 | -17.9% | 1,642 | -20.9% | 0.02% | -8.0% |
| Q4 2019 | $285,000 | – | 2,076 | – | 0.02% | – |
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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% |