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 | $3,897,008 | -7.8% | 24,434 | -4.4% | 0.46% | -3.4% |
| Q2 2023 | $4,228,553 | +8.8% | 25,566 | +4.4% | 0.47% | +4.2% |
| Q1 2023 | $3,886,688 | +5.0% | 24,482 | +5.1% | 0.45% | -1.3% |
| Q4 2022 | $3,700,225 | +12.5% | 23,302 | +1.6% | 0.46% | +2.9% |
| Q3 2022 | $3,290,000 | +23.7% | 22,945 | +29.3% | 0.45% | +31.5% |
| Q2 2022 | $2,659,000 | -11.4% | 17,749 | +4.1% | 0.34% | -0.9% |
| Q1 2022 | $3,000,000 | +3.0% | 17,052 | -6.0% | 0.34% | +7.9% |
| Q4 2021 | $2,914,000 | -27.5% | 18,147 | -23.5% | 0.32% | -31.9% |
| Q3 2021 | $4,017,000 | +2.5% | 23,729 | +5.1% | 0.47% | +2.0% |
| Q2 2021 | $3,920,000 | +8.0% | 22,577 | +3.0% | 0.46% | -14.4% |
| Q1 2021 | $3,630,000 | +0.9% | 21,923 | -13.4% | 0.54% | -2.6% |
| Q4 2020 | $3,599,000 | +25.4% | 25,308 | -2.4% | 0.55% | +14.4% |
| Q3 2020 | $2,869,000 | -12.6% | 25,933 | -15.5% | 0.48% | -17.7% |
| Q2 2020 | $3,282,000 | -0.5% | 30,696 | -17.4% | 0.58% | -14.4% |
| Q1 2020 | $3,300,000 | +279.3% | 37,165 | +485.6% | 0.68% | +331.0% |
| Q4 2019 | $870,000 | +25.7% | 6,347 | +18.1% | 0.16% | +20.6% |
| Q3 2019 | $692,000 | -0.4% | 5,372 | +0.9% | 0.13% | -5.8% |
| Q2 2019 | $695,000 | +2.1% | 5,326 | +0.6% | 0.14% | -2.1% |
| Q1 2019 | $681,000 | +12.9% | 5,292 | -5.8% | 0.14% | +4.4% |
| Q4 2018 | $603,000 | – | 5,618 | – | 0.14% | – |
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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% |