VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5,846 | -99.9% | 36,816 | +0.2% | 2.97% | +7.6% |
| Q3 2022 | $5,268,000 | -4.8% | 36,738 | -0.5% | 2.76% | -1.3% |
| Q2 2022 | $5,534,000 | -16.7% | 36,936 | -2.2% | 2.79% | -3.1% |
| Q1 2022 | $6,642,000 | +0.5% | 37,753 | +2.2% | 2.88% | +2.6% |
| Q4 2021 | $6,610,000 | +31.3% | 36,958 | +21.6% | 2.81% | +20.4% |
| Q1 2021 | $5,034,000 | +17.3% | 30,397 | +0.7% | 2.33% | +3.6% |
| Q4 2020 | $4,291,000 | +28.0% | 30,172 | -0.4% | 2.25% | +25.0% |
| Q3 2020 | $3,352,000 | +164.4% | 30,299 | +155.5% | 1.80% | +137.9% |
| Q2 2020 | $1,268,000 | – | 11,859 | – | 0.76% | – |
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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% |