VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,186 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $280,118 | +1.5% | 1,764 | +1.5% | 0.15% | +2.0% |
| Q4 2022 | $275,960 | +11.7% | 1,738 | +0.8% | 0.15% | +14.8% |
| Q3 2022 | $247,000 | -3.1% | 1,724 | +1.1% | 0.13% | +10.3% |
| Q2 2022 | $255,000 | -38.0% | 1,705 | -27.0% | 0.12% | -24.2% |
| Q1 2022 | $411,000 | 0.0% | 2,336 | +1.7% | 0.15% | +12.5% |
| Q4 2021 | $411,000 | +19.8% | 2,297 | +13.3% | 0.14% | +14.3% |
| Q3 2021 | $343,000 | -1.2% | 2,027 | +1.5% | 0.12% | -8.5% |
| Q2 2021 | $347,000 | +9.5% | 1,997 | +4.5% | 0.13% | -3.7% |
| Q1 2021 | $317,000 | +18.7% | 1,911 | +1.8% | 0.14% | +4.7% |
| Q4 2020 | $267,000 | +29.6% | 1,878 | +0.6% | 0.13% | +11.2% |
| Q3 2020 | $206,000 | -95.6% | 1,866 | -94.5% | 0.12% | -96.1% |
| Q4 2019 | $4,646,000 | – | 33,894 | – | 3.00% | – |
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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% |