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 | $316,267 | -4.4% | 1,983 | -0.8% | 0.15% | -1.4% |
| Q2 2023 | $330,682 | +4.2% | 1,999 | 0.0% | 0.15% | -3.3% |
| Q1 2023 | $317,298 | +0.0% | 1,999 | +0.1% | 0.15% | -6.1% |
| Q4 2022 | $317,263 | +47.6% | 1,998 | +33.5% | 0.16% | +40.5% |
| Q3 2022 | $215,000 | -17.0% | 1,497 | -13.5% | 0.12% | -14.7% |
| Q2 2022 | $259,000 | -14.0% | 1,731 | +1.1% | 0.14% | -2.2% |
| Q1 2022 | $301,000 | +2.4% | 1,712 | +4.3% | 0.14% | +5.3% |
| Q4 2021 | $294,000 | +16.7% | 1,642 | +10.2% | 0.13% | +5.6% |
| Q3 2021 | $252,000 | +0.4% | 1,490 | +3.0% | 0.12% | -1.6% |
| Q2 2021 | $251,000 | +5.0% | 1,446 | 0.0% | 0.13% | -3.8% |
| Q1 2021 | $239,000 | +16.0% | 1,446 | 0.0% | 0.13% | +9.1% |
| Q4 2020 | $206,000 | +28.8% | 1,446 | 0.0% | 0.12% | +14.2% |
| Q3 2020 | $160,000 | +3.2% | 1,446 | 0.0% | 0.11% | -7.0% |
| Q2 2020 | $155,000 | +19.2% | 1,446 | -1.0% | 0.11% | 0.0% |
| Q1 2020 | $130,000 | -39.5% | 1,460 | -6.7% | 0.11% | -25.5% |
| Q4 2019 | $215,000 | +6.4% | 1,565 | +8.2% | 0.15% | -21.5% |
| Q3 2018 | $202,000 | -3.8% | 1,446 | -6.5% | 0.20% | -13.7% |
| Q2 2018 | $210,000 | +5.0% | 1,546 | 0.0% | 0.23% | +3.2% |
| Q1 2018 | $200,000 | -2.4% | 1,546 | 0.0% | 0.22% | -2.7% |
| Q4 2017 | $205,000 | – | 1,546 | – | 0.22% | – |
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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% |