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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,890,936 | +124.4% | 51,993 | +155.0% | 0.39% | +116.8% |
| Q2 2023 | $3,516,503 | -1.8% | 20,387 | -9.6% | 0.18% | -17.5% |
| Q1 2023 | $3,579,473 | +135.5% | 22,546 | +138.1% | 0.22% | +88.7% |
| Q3 2022 | $1,520,000 | +3.6% | 9,468 | -3.3% | 0.12% | -10.2% |
| Q2 2022 | $1,467,000 | -17.6% | 9,789 | -3.3% | 0.13% | -16.9% |
| Q1 2022 | $1,781,000 | -2.8% | 10,125 | -1.2% | 0.15% | -9.4% |
| Q4 2021 | $1,833,000 | +7.0% | 10,251 | +1.3% | 0.17% | -13.3% |
| Q3 2021 | $1,713,000 | -3.5% | 10,123 | -1.0% | 0.20% | -19.7% |
| Q2 2021 | $1,775,000 | -9.1% | 10,222 | -13.3% | 0.24% | -29.1% |
| Q1 2021 | $1,952,000 | +3.2% | 11,786 | -11.4% | 0.34% | -22.2% |
| Q4 2020 | $1,891,000 | – | 13,300 | – | 0.44% | – |
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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% |