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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $30,550,357 | +15.4% | 192,369 | +4.2% | 6.42% | +16.3% |
| Q3 2022 | $26,468,000 | +7.4% | 184,614 | +12.2% | 5.52% | +28.5% |
| Q2 2022 | $24,647,000 | +43.1% | 164,511 | +68.1% | 4.30% | +70.1% |
| Q1 2022 | $17,220,000 | -1.2% | 97,843 | +0.5% | 2.53% | +24.1% |
| Q4 2021 | $17,433,000 | +9.0% | 97,388 | +3.1% | 2.04% | -2.8% |
| Q3 2021 | $16,000,000 | +6.0% | 94,478 | +8.7% | 2.10% | +13.9% |
| Q2 2021 | $15,097,000 | +6.3% | 86,924 | +1.4% | 1.84% | -9.3% |
| Q1 2021 | $14,207,000 | -0.5% | 85,686 | -14.7% | 2.03% | +0.1% |
| Q4 2020 | $14,280,000 | +32.7% | 100,401 | +3.3% | 2.02% | +647.2% |
| Q3 2020 | $10,758,000 | -3.3% | 97,234 | -6.6% | 0.27% | -86.8% |
| Q2 2020 | $11,128,000 | -6.7% | 104,140 | -22.5% | 2.05% | -20.8% |
| Q1 2020 | $11,929,000 | +8.0% | 134,406 | +66.8% | 2.60% | +24.0% |
| Q4 2019 | $11,047,000 | +8.0% | 80,571 | +1.6% | 2.09% | -10.6% |
| Q3 2019 | $10,224,000 | -39.0% | 79,327 | -38.2% | 2.34% | -25.5% |
| Q2 2019 | $16,768,000 | +24.7% | 128,345 | +22.9% | 3.14% | +7.9% |
| Q1 2019 | $13,447,000 | +52.0% | 104,415 | +34.6% | 2.91% | +10.5% |
| Q4 2018 | $8,848,000 | +825.5% | 77,586 | +1037.1% | 2.64% | +102.4% |
| Q3 2018 | $956,000 | -8.5% | 6,823 | -11.4% | 1.30% | +74.7% |
| Q2 2018 | $1,045,000 | +5.6% | 7,699 | +0.4% | 0.75% | -0.9% |
| Q1 2018 | $990,000 | – | 7,671 | – | 0.75% | – |
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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% |