VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 478 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 1.88 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,224,840 | +247.4% | 7,715 | +247.5% | 0.10% | +202.9% |
| Q4 2022 | $352,574 | +35.6% | 2,220 | +22.5% | 0.03% | +9.7% |
| Q3 2022 | $260,000 | +7.0% | 1,812 | +11.6% | 0.03% | +10.7% |
| Q2 2022 | $243,000 | -15.3% | 1,623 | -0.5% | 0.03% | -3.4% |
| Q1 2022 | $287,000 | -7.1% | 1,631 | -5.6% | 0.03% | -6.5% |
| Q4 2021 | $309,000 | +2.7% | 1,728 | -2.9% | 0.03% | +3.3% |
| Q3 2021 | $301,000 | +2.0% | 1,779 | +4.8% | 0.03% | +3.4% |
| Q2 2021 | $295,000 | +5.7% | 1,698 | +1.0% | 0.03% | 0.0% |
| Q1 2021 | $279,000 | +436.5% | 1,682 | +347.3% | 0.03% | +141.7% |
| Q3 2018 | $52,000 | +4.0% | 376 | -2.3% | 0.01% | 0.0% |
| Q1 2018 | $50,000 | +4.2% | 385 | +6.1% | 0.01% | 0.0% |
| Q4 2017 | $48,000 | +9.1% | 363 | +4.3% | 0.01% | +9.1% |
| Q3 2017 | $44,000 | -6.4% | 348 | -9.8% | 0.01% | -15.4% |
| Q2 2017 | $47,000 | +14.6% | 386 | +13.2% | 0.01% | 0.0% |
| Q1 2017 | $41,000 | 0.0% | 341 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $41,000 | +2.5% | 341 | -6.6% | 0.01% | 0.0% |
| Q3 2016 | $40,000 | – | 365 | – | 0.01% | – |
Download | ||||||
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% |