VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,186 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,968,954 | +162.9% | 12,345 | +172.6% | 0.15% | +118.8% |
| Q2 2023 | $748,910 | -38.1% | 4,528 | -40.6% | 0.07% | -10.4% |
| Q1 2023 | $1,209,671 | -19.5% | 7,619 | -19.4% | 0.08% | -48.7% |
| Q4 2022 | $1,502,062 | +58.6% | 9,458 | +43.1% | 0.15% | +305.4% |
| Q3 2022 | $947,000 | +0.3% | 6,609 | +4.8% | 0.04% | -71.5% |
| Q2 2022 | $944,000 | -2.3% | 6,304 | +14.8% | 0.13% | +25.0% |
| Q1 2022 | $966,000 | +0.1% | 5,491 | +1.7% | 0.10% | +4.0% |
| Q4 2021 | $965,000 | -0.8% | 5,397 | -1.8% | 0.10% | -18.7% |
| Q3 2021 | $973,000 | -18.5% | 5,497 | -20.1% | 0.12% | -26.3% |
| Q2 2021 | $1,194,000 | +265.1% | 6,877 | +248.2% | 0.17% | +198.2% |
| Q1 2021 | $327,000 | +1321.7% | 1,975 | +845.0% | 0.06% | +460.0% |
| Q4 2018 | $23,000 | – | 209 | – | 0.01% | – |
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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% |