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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,400,476 | -9.6% | 9,040 | -7.4% | 1.30% | -7.5% |
| Q4 2022 | $1,550,048 | +13.6% | 9,761 | +2.5% | 1.40% | +12.9% |
| Q3 2022 | $1,365,000 | -1.7% | 9,521 | +2.6% | 1.24% | +7.6% |
| Q2 2022 | $1,389,000 | -14.9% | 9,276 | 0.0% | 1.15% | -0.9% |
| Q1 2022 | $1,632,000 | -3.4% | 9,276 | -1.8% | 1.16% | -0.3% |
| Q4 2021 | $1,690,000 | +4.1% | 9,445 | +0.3% | 1.17% | +1.5% |
| Q3 2021 | $1,623,000 | +1.4% | 9,415 | 0.0% | 1.15% | -2.6% |
| Q2 2021 | $1,601,000 | +1.5% | 9,415 | +0.3% | 1.18% | +0.7% |
| Q1 2021 | $1,577,000 | +24.8% | 9,385 | +5.5% | 1.17% | +10.8% |
| Q4 2020 | $1,264,000 | +55.3% | 8,895 | +20.8% | 1.06% | +25.6% |
| Q3 2020 | $814,000 | +34.8% | 7,365 | +30.4% | 0.84% | +30.5% |
| Q2 2020 | $604,000 | +23.0% | 5,650 | +2.2% | 0.65% | +12.9% |
| Q1 2020 | $491,000 | -12.5% | 5,530 | +35.0% | 0.57% | +6.9% |
| Q4 2019 | $561,000 | – | 4,095 | – | 0.54% | – |
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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% |