VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 976 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $294,432 | -73.3% | 1,854 | -67.2% | 0.15% | -73.6% |
| Q3 2022 | $1,102,000 | +303.7% | 5,648 | +210.3% | 0.56% | +314.8% |
| Q2 2022 | $273,000 | -27.8% | 1,820 | -15.7% | 0.14% | -25.4% |
| Q1 2022 | $378,000 | -37.8% | 2,158 | -36.5% | 0.18% | -31.2% |
| Q4 2021 | $608,000 | +6.3% | 3,400 | +0.5% | 0.26% | -3.3% |
| Q3 2021 | $572,000 | +2.7% | 3,382 | +5.7% | 0.27% | 0.0% |
| Q2 2021 | $557,000 | +17.3% | 3,200 | +11.4% | 0.27% | +8.8% |
| Q1 2021 | $475,000 | +12.0% | 2,872 | -3.7% | 0.25% | +4.6% |
| Q4 2020 | $424,000 | +31.3% | 2,983 | +2.1% | 0.24% | +17.2% |
| Q3 2020 | $323,000 | +7.3% | 2,921 | +5.8% | 0.20% | -6.0% |
| Q2 2020 | $301,000 | -65.8% | 2,762 | +5111.3% | 0.22% | -65.4% |
| Q4 2019 | $879,000 | -4.5% | 53 | -99.3% | 0.63% | -11.3% |
| Q3 2019 | $920,000 | -93.4% | 7,143 | -93.3% | 0.71% | -94.5% |
| Q4 2017 | $13,976,000 | – | 106,052 | – | 12.84% | – |
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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% |