VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 965 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,356,053 | +2.9% | 8,199 | -1.3% | 0.23% | -8.5% |
| Q1 2023 | $1,318,153 | +526.8% | 8,303 | +527.1% | 0.25% | +474.4% |
| Q4 2022 | $210,287 | -7.4% | 1,324 | -12.8% | 0.04% | 0.0% |
| Q2 2022 | $227,000 | -26.8% | 1,519 | -13.7% | 0.04% | -14.0% |
| Q1 2022 | $310,000 | -1.6% | 1,760 | +0.1% | 0.05% | +8.7% |
| Q4 2021 | $315,000 | +12.1% | 1,758 | +5.8% | 0.05% | +7.0% |
| Q3 2021 | $281,000 | -38.0% | 1,661 | -36.3% | 0.04% | -40.3% |
| Q2 2021 | $453,000 | +68.4% | 2,607 | +60.3% | 0.07% | +46.9% |
| Q1 2021 | $269,000 | +30.0% | 1,626 | +12.1% | 0.05% | +14.0% |
| Q4 2020 | $207,000 | -29.8% | 1,450 | -56.4% | 0.04% | -53.3% |
| Q1 2020 | $295,000 | +35.9% | 3,327 | +88.5% | 0.09% | -30.8% |
| Q1 2017 | $217,000 | – | 1,765 | – | 0.13% | – |
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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% |