VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,423,448 | +1.5% | 8,925 | +5.2% | 0.47% | +5.3% |
| Q2 2023 | $1,402,923 | +33.0% | 8,482 | +27.7% | 0.45% | +16.6% |
| Q1 2023 | $1,054,484 | +4.5% | 6,642 | +4.6% | 0.38% | -4.5% |
| Q4 2022 | $1,008,698 | +23.6% | 6,352 | +11.7% | 0.40% | +20.3% |
| Q3 2022 | $816,000 | +5.2% | 5,689 | +9.8% | 0.34% | +8.8% |
| Q2 2022 | $776,000 | -22.3% | 5,182 | -8.8% | 0.31% | -8.6% |
| Q1 2022 | $999,000 | +6.4% | 5,680 | +8.2% | 0.34% | +9.4% |
| Q4 2021 | $939,000 | -47.8% | 5,250 | -50.6% | 0.31% | -52.8% |
| Q3 2021 | $1,799,000 | -2.0% | 10,629 | +0.6% | 0.65% | -18.0% |
| Q2 2021 | $1,835,000 | +8.1% | 10,564 | +3.1% | 0.80% | +5.9% |
| Q1 2021 | $1,697,000 | +21.6% | 10,248 | +4.4% | 0.75% | +10.6% |
| Q4 2020 | $1,396,000 | +56.0% | 9,817 | +21.3% | 0.68% | +28.8% |
| Q3 2020 | $895,000 | +18.9% | 8,092 | +14.9% | 0.53% | -2.2% |
| Q2 2020 | $753,000 | – | 7,044 | – | 0.54% | – |
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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% |