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 | $15,183 | -2.1% | 95,203 | +1.6% | 4.34% | +6.8% |
| Q2 2023 | $15,505 | +13.7% | 93,745 | +9.2% | 4.06% | +9.2% |
| Q1 2023 | $13,632 | +14.4% | 85,844 | +3.3% | 3.72% | +0.3% |
| Q4 2022 | $11,918 | -99.9% | 83,116 | 0.0% | 3.71% | +0.1% |
| Q3 2022 | $11,919,000 | -0.4% | 83,116 | +4.1% | 3.71% | -0.1% |
| Q2 2022 | $11,961,000 | -8.2% | 79,837 | +7.8% | 3.71% | -1.0% |
| Q1 2022 | $13,030,000 | +2.0% | 74,062 | +3.6% | 3.75% | +3.7% |
| Q4 2021 | $12,780,000 | +9.5% | 71,456 | +3.6% | 3.62% | +2.1% |
| Q3 2021 | $11,675,000 | +3.0% | 68,980 | +5.6% | 3.54% | +2.5% |
| Q2 2021 | $11,340,000 | +28.9% | 65,300 | +22.9% | 3.45% | +12.4% |
| Q1 2021 | $8,800,000 | +17.4% | 53,137 | +0.8% | 3.07% | +30.4% |
| Q4 2020 | $7,496,000 | +48.6% | 52,709 | +15.6% | 2.36% | +39.0% |
| Q3 2020 | $5,044,000 | +45.8% | 45,593 | +40.9% | 1.70% | +40.9% |
| Q2 2020 | $3,460,000 | – | 32,358 | – | 1.20% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
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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% |