VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $198,518 | +53.9% | 1,245 | +59.6% | 0.01% | +50.0% |
| Q2 2023 | $128,963 | +78.6% | 780 | +71.4% | 0.01% | +60.0% |
| Q1 2023 | $72,189 | +97.9% | 455 | +97.8% | 0.01% | +66.7% |
| Q4 2022 | $36,477 | +45.9% | 230 | +34.5% | 0.00% | +50.0% |
| Q3 2022 | $25,000 | +31.6% | 171 | +32.6% | 0.00% | 0.0% |
| Q2 2022 | $19,000 | +850.0% | 129 | +892.3% | 0.00% | – |
| Q4 2021 | $2,000 | +100.0% | 13 | +116.7% | 0.00% | – |
| Q2 2021 | $1,000 | -98.2% | 6 | -98.5% | 0.00% | -100.0% |
| Q4 2020 | $56,000 | +27.3% | 399 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $44,000 | +633.3% | 399 | +587.9% | 0.01% | +233.3% |
| Q4 2018 | $6,000 | – | 58 | – | 0.00% | – |
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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% |