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 2021 | $1,700,000 | +1.4% | 9,623 | -0.4% | 0.41% | -21.0% |
| Q2 2021 | $1,677,000 | +7.0% | 9,658 | +2.0% | 0.51% | -3.2% |
| Q1 2021 | $1,568,000 | +20.8% | 9,468 | +9.8% | 0.53% | +18.5% |
| Q4 2020 | $1,298,000 | +51.1% | 8,626 | +11.1% | 0.45% | +0.7% |
| Q3 2020 | $859,000 | +1.7% | 7,766 | -1.7% | 0.44% | -24.4% |
| Q2 2020 | $845,000 | +12.8% | 7,902 | -6.3% | 0.59% | -4.1% |
| Q1 2020 | $749,000 | -35.2% | 8,434 | +0.1% | 0.61% | -7.5% |
| Q4 2019 | $1,155,000 | +3.6% | 8,427 | -2.6% | 0.66% | -8.5% |
| Q3 2019 | $1,115,000 | -12.9% | 8,656 | -12.9% | 0.73% | -16.7% |
| Q2 2019 | $1,280,000 | 0.0% | 9,942 | 0.0% | 0.87% | 0.0% |
| Q1 2019 | $1,280,000 | +15.4% | 9,942 | +2.2% | 0.87% | -2.7% |
| Q4 2018 | $1,109,000 | – | 9,726 | – | 0.90% | – |
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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% |