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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $19,642,995 | -3.1% | 123,161 | +0.6% | 1.70% | +3.0% |
Q2 2023 | $20,268,426 | +15.0% | 122,482 | +10.4% | 1.65% | +1.3% |
Q1 2023 | $17,621,070 | -1.9% | 110,992 | -1.9% | 1.62% | +4.6% |
Q4 2022 | $17,969,459 | -23.0% | 113,158 | -30.4% | 1.55% | -32.9% |
Q3 2022 | $23,330,000 | -16.3% | 162,693 | -12.6% | 2.32% | -17.3% |
Q2 2022 | $27,880,000 | +52.0% | 186,087 | +78.5% | 2.80% | +74.1% |
Q1 2022 | $18,347,000 | – | 104,278 | – | 1.61% | – |
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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% |