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 | $659,030 | -3.0% | 4,132 | +0.6% | 0.17% | +1.8% |
| Q2 2023 | $679,707 | -10.1% | 4,109 | -13.7% | 0.17% | -9.7% |
| Q1 2023 | $755,911 | +0.4% | 4,761 | +0.4% | 0.18% | -6.1% |
| Q4 2022 | $752,816 | +11.4% | 4,741 | +0.5% | 0.20% | +8.8% |
| Q3 2022 | $676,000 | -10.1% | 4,716 | -6.0% | 0.18% | -13.4% |
| Q2 2022 | $752,000 | -37.8% | 5,019 | -27.0% | 0.21% | -34.1% |
| Q1 2022 | $1,209,000 | -5.5% | 6,871 | -4.0% | 0.32% | +8.6% |
| Q4 2021 | $1,280,000 | -14.7% | 7,159 | -19.3% | 0.29% | -27.5% |
| Q3 2021 | $1,501,000 | -4.8% | 8,869 | -2.3% | 0.40% | -8.8% |
| Q2 2021 | $1,576,000 | -4.0% | 9,074 | -8.4% | 0.44% | -13.2% |
| Q1 2021 | $1,641,000 | -9.9% | 9,910 | -22.7% | 0.51% | -22.4% |
| Q4 2020 | $1,822,000 | +20.3% | 12,815 | -6.4% | 0.66% | +10.3% |
| Q3 2020 | $1,515,000 | +3.1% | 13,691 | -0.4% | 0.60% | -17.8% |
| Q2 2020 | $1,470,000 | +7.4% | 13,752 | -10.8% | 0.72% | -21.4% |
| Q1 2020 | $1,369,000 | -38.0% | 15,412 | -4.3% | 0.92% | -25.1% |
| Q4 2019 | $2,208,000 | +1.1% | 16,109 | -5.0% | 1.23% | -4.5% |
| Q3 2019 | $2,184,000 | -27.3% | 16,950 | -27.4% | 1.29% | -43.3% |
| Q1 2019 | $3,005,000 | – | 23,346 | – | 2.27% | – |
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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% |