VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,186 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,408,616 | +37.9% | 8,832 | +43.0% | 0.04% | +58.3% |
| Q2 2023 | $1,021,345 | +5.7% | 6,175 | +1.4% | 0.02% | -7.7% |
| Q1 2023 | $966,643 | +795.2% | 6,089 | +795.4% | 0.03% | +766.7% |
| Q4 2022 | $107,984 | +730.6% | 680 | +655.6% | 0.00% | – |
| Q3 2022 | $13,000 | -87.0% | 90 | -86.6% | 0.00% | -100.0% |
| Q2 2022 | $100,000 | +426.3% | 670 | +532.1% | 0.00% | – |
| Q1 2022 | $19,000 | -13.6% | 106 | -12.4% | 0.00% | -100.0% |
| Q4 2021 | $22,000 | +69.2% | 121 | +63.5% | 0.00% | – |
| Q3 2021 | $13,000 | -13.3% | 74 | -15.9% | 0.00% | – |
| Q2 2021 | $15,000 | +25.0% | 88 | +18.9% | 0.00% | – |
| Q1 2021 | $12,000 | +20.0% | 74 | 0.0% | 0.00% | – |
| Q4 2020 | $10,000 | +25.0% | 74 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | +14.3% | 74 | 0.0% | 0.00% | – |
| Q2 2020 | $7,000 | – | 74 | – | 0.00% | – |
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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% |