VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,909,943 | +0.1% | 30,785 | +3.8% | 2.92% | +5.5% |
| Q2 2023 | $4,903,465 | +10.0% | 29,646 | +5.6% | 2.76% | +8.3% |
| Q1 2023 | $4,456,633 | +7.5% | 28,072 | +7.5% | 2.55% | +6.6% |
| Q4 2022 | $4,145,497 | +14.0% | 26,105 | +3.0% | 2.39% | +9.2% |
| Q3 2022 | $3,635,000 | -11.8% | 25,347 | -7.9% | 2.19% | -11.0% |
| Q2 2022 | $4,121,000 | -29.8% | 27,509 | -17.5% | 2.46% | -15.5% |
| Q1 2022 | $5,869,000 | -11.5% | 33,357 | -10.0% | 2.91% | -7.2% |
| Q4 2021 | $6,631,000 | -8.1% | 37,073 | -13.0% | 3.14% | -12.7% |
| Q3 2021 | $7,215,000 | -14.1% | 42,626 | -11.8% | 3.59% | -13.9% |
| Q2 2021 | $8,396,000 | +2.2% | 48,347 | -2.5% | 4.17% | +5.9% |
| Q1 2021 | $8,215,000 | +13.7% | 49,606 | -2.4% | 3.94% | +9.0% |
| Q4 2020 | $7,227,000 | +33.8% | 50,821 | +4.1% | 3.62% | +20.4% |
| Q3 2020 | $5,403,000 | +21.1% | 48,836 | +17.0% | 3.00% | +8.1% |
| Q2 2020 | $4,461,000 | +33.3% | 41,726 | +10.7% | 2.78% | +4.8% |
| Q1 2020 | $3,347,000 | -60.2% | 37,697 | -38.5% | 2.65% | -52.2% |
| Q4 2019 | $8,399,000 | +6.2% | 61,275 | -0.2% | 5.55% | +3.3% |
| Q3 2019 | $7,909,000 | -0.2% | 61,379 | +1.9% | 5.37% | -3.3% |
| Q2 2019 | $7,922,000 | +8.0% | 60,233 | +5.7% | 5.55% | +8.5% |
| Q1 2019 | $7,334,000 | +23.6% | 56,975 | +9.5% | 5.12% | +7.6% |
| Q4 2018 | $5,935,000 | -15.6% | 52,034 | +3.1% | 4.76% | -18.6% |
| Q3 2018 | $7,036,000 | +18.3% | 50,487 | +15.3% | 5.84% | +4.5% |
| Q2 2018 | $5,947,000 | +21.1% | 43,796 | +15.5% | 5.59% | +2.8% |
| Q1 2018 | $4,909,000 | +12.4% | 37,929 | +15.3% | 5.44% | -5.8% |
| Q4 2017 | $4,368,000 | – | 32,900 | – | 5.78% | – |
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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% |