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 | $483,733 | -3.3% | 3,033 | +0.3% | 1.65% | -3.8% |
Q2 2023 | $500,004 | +4.2% | 3,023 | 0.0% | 1.72% | -1.3% |
Q1 2023 | $479,931 | -0.0% | 3,023 | 0.0% | 1.74% | -3.2% |
Q4 2022 | $480,052 | +20.9% | 3,023 | +9.2% | 1.80% | +13.6% |
Q3 2022 | $397,000 | -4.3% | 2,768 | 0.0% | 1.58% | +2.1% |
Q2 2022 | $415,000 | -14.8% | 2,768 | 0.0% | 1.55% | +18.1% |
Q1 2022 | $487,000 | -1.6% | 2,768 | 0.0% | 1.31% | +214.1% |
Q4 2021 | $495,000 | +5.5% | 2,768 | 0.0% | 0.42% | -1.9% |
Q3 2021 | $469,000 | -2.5% | 2,768 | 0.0% | 0.43% | -3.0% |
Q2 2021 | $481,000 | +5.0% | 2,768 | 0.0% | 0.44% | +0.5% |
Q1 2021 | $458,000 | +16.5% | 2,768 | 0.0% | 0.44% | +13.8% |
Q4 2020 | $393,000 | +28.4% | 2,768 | 0.0% | 0.38% | +21.1% |
Q3 2020 | $306,000 | +3.7% | 2,768 | 0.0% | 0.32% | -7.3% |
Q2 2020 | $295,000 | +20.4% | 2,768 | 0.0% | 0.34% | +6.9% |
Q1 2020 | $245,000 | -35.4% | 2,768 | 0.0% | 0.32% | -16.7% |
Q4 2019 | $379,000 | – | 2,768 | – | 0.38% | – |
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% |