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 | $60,170,494 | -4.1% | 377,268 | -0.6% | 2.18% | +5.6% |
Q2 2023 | $62,769,469 | +4.2% | 379,501 | 0.0% | 2.06% | +12.9% |
Q1 2023 | $60,249,583 | -0.0% | 379,501 | 0.0% | 1.83% | -5.8% |
Q4 2022 | $60,264,763 | +10.7% | 379,501 | 0.0% | 1.94% | +37.2% |
Q3 2022 | $54,420,000 | -4.3% | 379,501 | 0.0% | 1.42% | -11.2% |
Q2 2022 | $56,857,000 | -14.8% | 379,501 | 0.0% | 1.59% | +31.8% |
Q1 2022 | $66,769,000 | -1.6% | 379,501 | 0.0% | 1.21% | +38.8% |
Q4 2021 | $67,874,000 | +5.7% | 379,501 | 0.0% | 0.87% | +44.2% |
Q3 2021 | $64,234,000 | -2.5% | 379,501 | 0.0% | 0.60% | +9.4% |
Q2 2021 | $65,904,000 | +5.5% | 379,501 | +0.6% | 0.55% | -11.0% |
Q1 2021 | $62,479,000 | +19363.9% | 377,268 | +16600.7% | 0.62% | +20566.7% |
Q4 2020 | $321,000 | +30.0% | 2,259 | +1.2% | 0.00% | 0.0% |
Q3 2020 | $247,000 | +4.2% | 2,233 | +0.9% | 0.00% | 0.0% |
Q2 2020 | $237,000 | -21.8% | 2,213 | 0.0% | 0.00% | -50.0% |
Q4 2019 | $303,000 | – | 2,213 | – | 0.01% | – |
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% |