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 | $10,281,209 | -25.0% | 64,463 | -22.2% | 0.79% | -23.3% |
| Q2 2023 | $13,704,968 | +8.7% | 82,859 | +4.4% | 1.03% | +5.2% |
| Q1 2023 | $12,605,459 | +2.8% | 79,399 | +2.8% | 0.98% | -5.1% |
| Q4 2022 | $12,265,660 | +13.1% | 77,240 | +2.1% | 1.03% | +0.4% |
| Q3 2022 | $10,844,000 | +0.0% | 75,619 | +4.5% | 1.03% | +1.0% |
| Q2 2022 | $10,840,000 | -11.9% | 72,353 | +4.5% | 1.02% | -1.9% |
| Q1 2022 | $12,306,000 | +4.6% | 69,214 | +5.2% | 1.04% | -0.8% |
| Q4 2021 | $11,763,000 | +10.2% | 65,769 | +4.3% | 1.05% | +0.8% |
| Q3 2021 | $10,673,000 | +6.5% | 63,060 | +8.8% | 1.04% | +4.3% |
| Q2 2021 | $10,024,000 | +12.1% | 57,935 | +7.2% | 1.00% | -7.8% |
| Q1 2021 | $8,946,000 | +23.5% | 54,020 | +6.1% | 1.08% | +1.9% |
| Q4 2020 | $7,242,000 | +34.8% | 50,923 | +4.9% | 1.06% | +9.9% |
| Q3 2020 | $5,371,000 | +19.8% | 48,551 | +15.8% | 0.96% | +0.5% |
| Q2 2020 | $4,482,000 | +30.5% | 41,911 | +8.4% | 0.96% | +0.9% |
| Q1 2020 | $3,434,000 | -11.2% | 38,671 | +37.1% | 0.95% | -11.6% |
| Q4 2019 | $3,867,000 | +21.2% | 28,216 | +13.9% | 1.08% | -3.8% |
| Q3 2019 | $3,191,000 | +17.3% | 24,767 | -38.1% | 1.12% | +3.3% |
| Q2 2019 | $2,721,000 | +24.5% | 39,992 | +0.6% | 1.08% | +3.8% |
| Q1 2019 | $2,186,000 | +47.8% | 39,748 | +204.6% | 1.04% | +38.7% |
| Q4 2018 | $1,479,000 | – | 13,048 | – | 0.75% | – |
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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% |