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 | $1,347,213 | -3.6% | 8,447 | 0.0% | 0.24% | -0.8% |
| Q2 2023 | $1,397,134 | +4.2% | 8,447 | 0.0% | 0.25% | +4.2% |
| Q1 2023 | $1,341,046 | -0.0% | 8,447 | 0.0% | 0.24% | -7.1% |
| Q4 2022 | $1,341,384 | -3.4% | 8,447 | -12.8% | 0.25% | -17.3% |
| Q3 2022 | $1,389,000 | -10.1% | 9,687 | -6.1% | 0.31% | -7.3% |
| Q2 2022 | $1,545,000 | -14.8% | 10,313 | 0.0% | 0.33% | -2.6% |
| Q1 2022 | $1,814,000 | -6.2% | 10,313 | -4.6% | 0.34% | +6.6% |
| Q4 2021 | $1,934,000 | +5.7% | 10,812 | 0.0% | 0.32% | -1.8% |
| Q3 2021 | $1,830,000 | +4.7% | 10,812 | +7.4% | 0.32% | +4.5% |
| Q2 2021 | $1,748,000 | +1.9% | 10,066 | -2.8% | 0.31% | -5.5% |
| Q1 2021 | $1,715,000 | +14.6% | 10,355 | -1.6% | 0.33% | +5.1% |
| Q4 2020 | $1,497,000 | +17.7% | 10,526 | -8.4% | 0.31% | -1.9% |
| Q3 2020 | $1,272,000 | -39.2% | 11,497 | -41.2% | 0.32% | -57.1% |
| Q2 2020 | $2,092,000 | -22.5% | 19,568 | -35.7% | 0.74% | -39.8% |
| Q1 2020 | $2,701,000 | -82.6% | 30,414 | -73.1% | 1.23% | -78.6% |
| Q4 2019 | $15,511,000 | +6.4% | 113,164 | 0.0% | 5.78% | -0.8% |
| Q3 2019 | $14,581,000 | +0.1% | 113,164 | +1.4% | 5.82% | +1.7% |
| Q2 2019 | $14,565,000 | +1.4% | 111,577 | -0.0% | 5.72% | +8.8% |
| Q1 2019 | $14,369,000 | +11.6% | 111,623 | -1.1% | 5.26% | -0.2% |
| Q4 2018 | $12,878,000 | – | 112,902 | – | 5.27% | – |
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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% |