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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,311,840 | -5.8% | 8,225 | -2.3% | 0.02% | +6.7% |
| Q2 2023 | $1,391,929 | -0.1% | 8,415 | -4.1% | 0.02% | -11.8% |
| Q1 2023 | $1,393,754 | +25.6% | 8,779 | +25.6% | 0.02% | -56.4% |
| Q4 2022 | $1,109,530 | +49.5% | 6,987 | +34.9% | 0.04% | +34.5% |
| Q3 2022 | $742,000 | -26.1% | 5,178 | -22.7% | 0.03% | -27.5% |
| Q2 2022 | $1,004,000 | +12.3% | 6,701 | +31.9% | 0.04% | +29.0% |
| Q1 2022 | $894,000 | -1.4% | 5,081 | +0.1% | 0.03% | +3.3% |
| Q4 2021 | $907,000 | -2.1% | 5,074 | -7.3% | 0.03% | -11.8% |
| Q3 2021 | $926,000 | +2.2% | 5,472 | +4.8% | 0.03% | -5.6% |
| Q2 2021 | $906,000 | +43.6% | 5,219 | +36.9% | 0.04% | +33.3% |
| Q1 2021 | $631,000 | +444.0% | 3,813 | +251.4% | 0.03% | +350.0% |
| Q2 2020 | $116,000 | -16.5% | 1,085 | -30.5% | 0.01% | -40.0% |
| Q1 2020 | $139,000 | +11.2% | 1,561 | +70.6% | 0.01% | 0.0% |
| Q4 2019 | $125,000 | – | 915 | – | 0.01% | – |
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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% |