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 | $884,560 | -4.1% | 5,546 | -0.6% | 0.02% | -5.3% |
| Q2 2023 | $922,629 | +14.5% | 5,578 | +9.9% | 0.02% | 0.0% |
| Q1 2023 | $805,575 | +65.0% | 5,074 | +65.1% | 0.02% | +35.7% |
| Q4 2022 | $488,178 | +1.1% | 3,074 | -8.8% | 0.01% | +7.7% |
| Q3 2022 | $483,000 | -1.4% | 3,369 | +3.0% | 0.01% | -13.3% |
| Q2 2022 | $490,000 | -9.6% | 3,270 | +6.2% | 0.02% | +15.4% |
| Q1 2022 | $542,000 | -2.2% | 3,078 | -0.7% | 0.01% | 0.0% |
| Q4 2021 | $554,000 | +15.2% | 3,099 | +9.0% | 0.01% | 0.0% |
| Q3 2021 | $481,000 | -2.6% | 2,844 | 0.0% | 0.01% | -13.3% |
| Q2 2021 | $494,000 | – | 2,844 | – | 0.02% | – |
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% |