VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,365,427 | -3.0% | 8,561 | +0.6% | 0.56% | +2.8% |
| Q2 2023 | $1,408,298 | +4.8% | 8,514 | +0.5% | 0.54% | -0.2% |
| Q1 2023 | $1,344,398 | +0.6% | 8,468 | +0.6% | 0.54% | -4.2% |
| Q4 2022 | $1,336,974 | +11.6% | 8,419 | +0.7% | 0.57% | +3.5% |
| Q3 2022 | $1,198,000 | -3.8% | 8,360 | +0.5% | 0.55% | +1.9% |
| Q2 2022 | $1,245,000 | -14.5% | 8,316 | +0.5% | 0.54% | -2.5% |
| Q1 2022 | $1,456,000 | -1.3% | 8,277 | +0.4% | 0.55% | +3.2% |
| Q4 2021 | $1,475,000 | +6.3% | 8,248 | +0.7% | 0.53% | +5.5% |
| Q3 2021 | $1,387,000 | -2.1% | 8,194 | +0.4% | 0.51% | -8.0% |
| Q2 2021 | $1,417,000 | +5.3% | 8,163 | +0.4% | 0.55% | -1.4% |
| Q1 2021 | $1,346,000 | +16.8% | 8,132 | +0.4% | 0.56% | +5.5% |
| Q4 2020 | $1,152,000 | +29.4% | 8,101 | +0.6% | 0.53% | +7.7% |
| Q3 2020 | $890,000 | +4.0% | 8,051 | +0.6% | 0.49% | +3.2% |
| Q2 2020 | $856,000 | – | 8,006 | – | 0.48% | – |
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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% |