VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,257,100 | -10.2% | 7,882 | -6.9% | 0.14% | -5.4% |
| Q2 2023 | $1,400,111 | +0.0% | 8,465 | -4.0% | 0.15% | -9.1% |
| Q1 2023 | $1,399,469 | -0.0% | 8,815 | 0.0% | 0.16% | -4.7% |
| Q4 2022 | $1,399,822 | +10.7% | 8,815 | 0.0% | 0.17% | -19.2% |
| Q3 2022 | $1,264,000 | -4.3% | 8,815 | 0.0% | 0.21% | -2.3% |
| Q2 2022 | $1,321,000 | -14.8% | 8,815 | 0.0% | 0.22% | -8.8% |
| Q1 2022 | $1,551,000 | -3.2% | 8,815 | -1.7% | 0.24% | -2.0% |
| Q4 2021 | $1,603,000 | – | 8,965 | – | 0.24% | – |
Download | ||||||
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% |