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 | $4,696,202 | -0.3% | 29,445 | +3.3% | 1.45% | +3.7% |
| Q2 2023 | $4,712,604 | +15.4% | 28,493 | +10.8% | 1.40% | +4.0% |
| Q1 2023 | $4,083,825 | +7.8% | 25,723 | +7.8% | 1.34% | -2.0% |
| Q4 2022 | $3,787,569 | +21.1% | 23,851 | +9.4% | 1.37% | +8.7% |
| Q3 2022 | $3,127,000 | +22.4% | 21,805 | +28.3% | 1.26% | +25.2% |
| Q2 2022 | $2,554,000 | -51.3% | 17,000 | -43.0% | 1.01% | -39.3% |
| Q1 2022 | $5,248,000 | +128.3% | 29,828 | +132.0% | 1.66% | +114.0% |
| Q4 2021 | $2,299,000 | +71.4% | 12,856 | +62.3% | 0.77% | +20.2% |
| Q3 2021 | $1,341,000 | -9.1% | 7,920 | -6.3% | 0.64% | +11.6% |
| Q2 2021 | $1,476,000 | +6.3% | 8,451 | +0.8% | 0.58% | -2.0% |
| Q1 2021 | $1,389,000 | +13.8% | 8,385 | -2.4% | 0.59% | +5.2% |
| Q4 2020 | $1,221,000 | +28.5% | 8,589 | +0.0% | 0.56% | +5.1% |
| Q3 2020 | $950,000 | -4.0% | 8,585 | -7.3% | 0.53% | -17.5% |
| Q2 2020 | $990,000 | -24.8% | 9,261 | -37.5% | 0.65% | -35.3% |
| Q1 2020 | $1,316,000 | -38.2% | 14,816 | -4.7% | 1.00% | -35.3% |
| Q4 2019 | $2,131,000 | -22.2% | 15,545 | -26.9% | 1.54% | -23.6% |
| Q3 2019 | $2,739,000 | +35.7% | 21,261 | +37.5% | 2.02% | +17.4% |
| Q2 2019 | $2,018,000 | +0.5% | 15,458 | -0.9% | 1.72% | -4.2% |
| Q1 2019 | $2,008,000 | -11.5% | 15,595 | -22.2% | 1.80% | +0.5% |
| Q4 2018 | $2,269,000 | – | 20,041 | – | 1.79% | – |
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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% |