VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,053,000 | -15.1% | 7,345 | -11.3% | 0.10% | -10.8% |
| Q2 2022 | $1,240,000 | -6.5% | 8,278 | +9.8% | 0.11% | +16.8% |
| Q1 2022 | $1,326,000 | +7.7% | 7,536 | +3.6% | 0.10% | -2.1% |
| Q4 2021 | $1,231,000 | +8.6% | 7,271 | +6.1% | 0.10% | -1.0% |
| Q1 2021 | $1,134,000 | +7.8% | 6,850 | -7.4% | 0.10% | +2.1% |
| Q4 2020 | $1,052,000 | +29.6% | 7,397 | +0.7% | 0.10% | +12.9% |
| Q3 2020 | $812,000 | +15.0% | 7,344 | +11.2% | 0.08% | +6.2% |
| Q2 2020 | $706,000 | -18.1% | 6,606 | -12.6% | 0.08% | -43.3% |
| Q4 2018 | $862,000 | – | 7,555 | – | 0.14% | – |
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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% |