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 | $1,171,428 | -10.2% | 7,344 | -6.9% | 0.05% | -10.9% |
| Q2 2023 | $1,305,056 | -13.1% | 7,888 | -16.6% | 0.06% | -21.4% |
| Q1 2023 | $1,501,554 | +8.7% | 9,456 | +8.7% | 0.07% | -1.4% |
| Q4 2022 | $1,381,466 | +19.6% | 8,702 | +8.0% | 0.07% | +9.2% |
| Q3 2022 | $1,155,000 | -3.8% | 8,054 | +0.6% | 0.06% | -1.5% |
| Q2 2022 | $1,200,000 | -4.9% | 8,005 | +11.7% | 0.07% | -10.8% |
| Q1 2022 | $1,262,000 | -7.7% | 7,169 | -6.9% | 0.07% | -11.9% |
| Q4 2021 | $1,367,000 | +4.7% | 7,703 | -0.2% | 0.08% | -6.7% |
| Q3 2021 | $1,306,000 | +12.1% | 7,716 | +14.9% | 0.09% | +4.7% |
| Q2 2021 | $1,165,000 | +115.7% | 6,715 | +106.1% | 0.09% | +65.4% |
| Q1 2021 | $540,000 | +13.7% | 3,258 | -2.4% | 0.05% | +6.1% |
| Q4 2020 | $475,000 | +49.8% | 3,337 | +16.5% | 0.05% | +25.6% |
| Q3 2020 | $317,000 | +49.5% | 2,865 | +44.7% | 0.04% | +11.4% |
| Q2 2020 | $212,000 | -17.8% | 1,980 | +5.2% | 0.04% | -38.6% |
| Q4 2019 | $258,000 | +7.1% | 1,882 | +0.6% | 0.06% | -1.7% |
| Q3 2019 | $241,000 | -47.1% | 1,871 | -46.5% | 0.06% | -49.6% |
| Q2 2019 | $456,000 | -48.1% | 3,495 | -48.9% | 0.12% | -58.9% |
| Q1 2019 | $879,000 | – | 6,842 | – | 0.28% | – |
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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% |