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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $31,757 | +4.2% | 192 | 0.0% | 0.07% | +11.5% |
| Q1 2023 | $30,482 | -0.0% | 192 | 0.0% | 0.06% | -11.6% |
| Q4 2022 | $30,490 | -90.6% | 192 | -91.1% | 0.07% | -84.2% |
| Q2 2022 | $326,000 | -29.3% | 2,148 | -18.4% | 0.44% | +39.0% |
| Q1 2022 | $461,000 | -19.5% | 2,633 | -16.9% | 0.32% | +103.2% |
| Q4 2021 | $573,000 | +2.0% | 3,167 | +2.0% | 0.16% | -2.5% |
| Q3 2021 | $562,000 | +1.8% | 3,105 | -3.2% | 0.16% | -29.0% |
| Q2 2021 | $552,000 | +32.1% | 3,209 | +31.0% | 0.22% | +72.3% |
| Q1 2021 | $418,000 | -12.7% | 2,449 | -23.0% | 0.13% | -36.6% |
| Q4 2020 | $479,000 | +22.8% | 3,181 | +0.2% | 0.20% | +17.8% |
| Q3 2020 | $390,000 | +11.1% | 3,176 | +2.8% | 0.17% | +17.6% |
| Q2 2020 | $351,000 | +19.8% | 3,088 | +0.2% | 0.15% | +13.0% |
| Q1 2020 | $293,000 | +2830.0% | 3,083 | -70.0% | 0.13% | +1771.4% |
| Q4 2015 | $10,000 | – | 10,272 | – | 0.01% | – |
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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% |