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 | $156,814 | +29.2% | 983 | +33.9% | 0.03% | +28.0% |
| Q2 2023 | $121,404 | +7.1% | 734 | +2.8% | 0.02% | -3.8% |
| Q1 2023 | $113,355 | +16.4% | 714 | +16.5% | 0.03% | +4.0% |
| Q4 2022 | $97,344 | +4.7% | 613 | -5.7% | 0.02% | -3.8% |
| Q3 2022 | $93,000 | -2.1% | 650 | +2.0% | 0.03% | -13.3% |
| Q2 2022 | $95,000 | -2.1% | 637 | +15.8% | 0.03% | +7.1% |
| Q1 2022 | $97,000 | -11.0% | 550 | -9.4% | 0.03% | -3.4% |
| Q4 2021 | $109,000 | +5.8% | 607 | 0.0% | 0.03% | -6.5% |
| Q3 2021 | $103,000 | +4.0% | 607 | +6.5% | 0.03% | +3.3% |
| Q2 2021 | $99,000 | +16.5% | 570 | +11.1% | 0.03% | 0.0% |
| Q1 2021 | $85,000 | +16.4% | 513 | 0.0% | 0.03% | +11.1% |
| Q4 2020 | $73,000 | +265.0% | 513 | +180.3% | 0.03% | +200.0% |
| Q3 2020 | $20,000 | 0.0% | 183 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $20,000 | +25.0% | 183 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $16,000 | -82.2% | 183 | -72.2% | 0.01% | -79.1% |
| Q4 2019 | $90,000 | +429.4% | 659 | +395.5% | 0.04% | +377.8% |
| Q3 2019 | $17,000 | 0.0% | 133 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $17,000 | 0.0% | 133 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $17,000 | +13.3% | 133 | 0.0% | 0.01% | -10.0% |
| Q4 2018 | $15,000 | -21.1% | 133 | 0.0% | 0.01% | -9.1% |
| Q3 2018 | $19,000 | +5.6% | 133 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $18,000 | +125.0% | 133 | +104.6% | 0.01% | +120.0% |
| Q1 2018 | $8,000 | -11.1% | 65 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $9,000 | – | 65 | – | 0.01% | – |
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% |