VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,000,227 | -25.3% | 12,541 | -22.6% | 0.59% | -19.6% |
Q2 2023 | $2,678,404 | +2.7% | 16,193 | -1.4% | 0.73% | -3.3% |
Q1 2023 | $2,607,308 | +14.9% | 16,423 | +14.9% | 0.76% | +3.3% |
Q4 2022 | $2,269,569 | +103.2% | 14,292 | +83.5% | 0.74% | +81.9% |
Q3 2022 | $1,117,000 | +18.7% | 7,790 | +24.0% | 0.40% | +15.8% |
Q2 2022 | $941,000 | -45.3% | 6,282 | -35.8% | 0.35% | -37.7% |
Q1 2022 | $1,721,000 | +35.4% | 9,780 | +37.6% | 0.56% | +39.0% |
Q4 2021 | $1,271,000 | +23.8% | 7,107 | +17.1% | 0.40% | +14.5% |
Q3 2021 | $1,027,000 | +17.1% | 6,068 | -5.1% | 0.35% | -66.1% |
Q4 2019 | $877,000 | +29.0% | 6,397 | +13.7% | 1.04% | +8.7% |
Q3 2019 | $680,000 | 0.0% | 5,628 | 0.0% | 0.96% | 0.0% |
Q2 2019 | $680,000 | – | 5,628 | – | 0.96% | – |
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% |