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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $244,000 | 0.0% | 1,367 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $244,000 | -10.6% | 1,367 | -15.3% | 0.04% | -19.6% |
| Q3 2021 | $273,000 | -2.5% | 1,614 | 0.0% | 0.05% | -4.2% |
| Q2 2021 | $280,000 | +17.6% | 1,614 | +11.9% | 0.05% | +9.1% |
| Q1 2021 | $238,000 | +16.1% | 1,442 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $205,000 | -56.4% | 1,442 | -58.0% | 0.04% | -67.4% |
| Q4 2019 | $470,000 | +6.3% | 3,432 | 0.0% | 0.14% | -8.8% |
| Q3 2019 | $442,000 | -1.3% | 3,432 | 0.0% | 0.15% | -12.4% |
| Q2 2019 | $448,000 | +1.6% | 3,432 | 0.0% | 0.17% | +1.2% |
| Q1 2019 | $441,000 | +12.8% | 3,432 | 0.0% | 0.17% | +4.4% |
| Q4 2018 | $391,000 | – | 3,432 | – | 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% |