VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 445 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 1.96 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,251,997 | -3.3% | 7,850 | +0.3% | 0.17% | -5.1% |
| Q2 2023 | $1,294,420 | -51.0% | 7,826 | -53.0% | 0.18% | -58.1% |
| Q1 2023 | $2,644,307 | +245.4% | 16,656 | +245.5% | 0.42% | +189.7% |
| Q4 2022 | $765,575 | +10.8% | 4,821 | 0.0% | 0.14% | +14.2% |
| Q3 2022 | $691,000 | -53.4% | 4,821 | -51.3% | 0.13% | -54.2% |
| Q2 2022 | $1,483,000 | -31.3% | 9,901 | -19.3% | 0.28% | -14.2% |
| Q1 2022 | $2,160,000 | -43.1% | 12,276 | -42.2% | 0.32% | -38.8% |
| Q4 2021 | $3,797,000 | +63.5% | 21,231 | +54.8% | 0.53% | +72.5% |
| Q3 2021 | $2,322,000 | -78.2% | 13,719 | -77.6% | 0.31% | -61.8% |
| Q2 2021 | $10,648,000 | +319.5% | 61,318 | +300.2% | 0.80% | +143.2% |
| Q1 2021 | $2,538,000 | +2186.5% | 15,323 | +1669.4% | 0.33% | +722.5% |
| Q1 2019 | $111,000 | +208.3% | 866 | +188.7% | 0.04% | +166.7% |
| Q4 2016 | $36,000 | – | 300 | – | 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% |