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 | $26,158,482 | -2.0% | 164,014 | +1.7% | 4.10% | -0.8% |
| Q2 2023 | $26,686,432 | +5.5% | 161,345 | +1.3% | 4.14% | -2.1% |
| Q1 2023 | $25,284,549 | -1.4% | 159,260 | -1.4% | 4.23% | -9.0% |
| Q4 2022 | $25,655,188 | +17.2% | 161,557 | +5.8% | 4.64% | +8.7% |
| Q3 2022 | $21,895,000 | +25.8% | 152,687 | +31.5% | 4.27% | +26.1% |
| Q2 2022 | $17,401,000 | -11.5% | 116,146 | +4.0% | 3.39% | -3.5% |
| Q1 2022 | $19,658,000 | +49.1% | 111,714 | +51.6% | 3.51% | +53.3% |
| Q4 2021 | $13,187,000 | +8.6% | 73,686 | +3.0% | 2.29% | -2.3% |
| Q3 2021 | $12,138,000 | -1.6% | 71,513 | +0.7% | 2.34% | -0.1% |
| Q2 2021 | $12,338,000 | +27.3% | 71,047 | +21.4% | 2.35% | +9.4% |
| Q1 2021 | $9,692,000 | +27.7% | 58,517 | +9.9% | 2.14% | +23.9% |
| Q4 2020 | $7,591,000 | +308.3% | 53,224 | +216.7% | 1.73% | +296.1% |
| Q3 2020 | $1,859,000 | +15.0% | 16,808 | +11.1% | 0.44% | -0.5% |
| Q2 2020 | $1,617,000 | +19.0% | 15,125 | -5.7% | 0.44% | -6.8% |
| Q1 2020 | $1,359,000 | +275.4% | 16,043 | +463.3% | 0.47% | +460.7% |
| Q4 2019 | $362,000 | – | 2,848 | – | 0.08% | – |
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% |