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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $631,852 | -3.1% | 3,962 | +0.5% | 0.25% | -0.4% |
| Q2 2023 | $651,966 | +3.2% | 3,942 | -1.0% | 0.25% | -0.8% |
| Q1 2023 | $632,002 | -1.0% | 3,981 | -1.0% | 0.25% | -7.8% |
| Q4 2022 | $638,692 | +11.3% | 4,022 | +0.4% | 0.27% | +3.4% |
| Q3 2022 | $574,000 | -3.9% | 4,007 | +0.5% | 0.26% | +2.0% |
| Q2 2022 | $597,000 | -15.1% | 3,988 | -0.3% | 0.26% | -2.3% |
| Q1 2022 | $703,000 | +0.1% | 4,000 | +1.9% | 0.26% | +3.6% |
| Q4 2021 | $702,000 | +6.4% | 3,927 | +0.6% | 0.25% | -1.6% |
| Q3 2021 | $660,000 | -2.2% | 3,904 | +0.3% | 0.26% | +2.0% |
| Q2 2021 | $675,000 | +4.5% | 3,891 | -0.3% | 0.25% | -0.8% |
| Q1 2021 | $646,000 | +17.0% | 3,901 | +0.3% | 0.25% | +15.5% |
| Q4 2020 | $552,000 | – | 3,888 | – | 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% |