VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $412,990 | +1.1% | 2,589 | +4.9% | 0.04% | -4.3% |
| Q2 2023 | $408,364 | -42.1% | 2,469 | -44.5% | 0.05% | -44.7% |
| Q1 2023 | $705,763 | -18.3% | 4,445 | -18.3% | 0.08% | -19.8% |
| Q4 2022 | $864,326 | +147.0% | 5,443 | +123.1% | 0.11% | +120.8% |
| Q3 2022 | $350,000 | -3.8% | 2,440 | +0.4% | 0.05% | +2.1% |
| Q2 2022 | $364,000 | -14.6% | 2,430 | +0.3% | 0.05% | -2.1% |
| Q1 2022 | $426,000 | -1.6% | 2,423 | +0.2% | 0.05% | -5.9% |
| Q4 2021 | $433,000 | +5.1% | 2,418 | -0.7% | 0.05% | -5.6% |
| Q3 2021 | $412,000 | +30.8% | 2,435 | -0.4% | 0.05% | -39.3% |
| Q3 2019 | $315,000 | – | 2,444 | – | 0.09% | – |
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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% |