VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $489,475 | -7.4% | 3,069 | -3.9% | 0.11% | -5.9% |
Q2 2023 | $528,453 | +10.0% | 3,195 | +5.6% | 0.12% | +3.5% |
Q1 2023 | $480,567 | +1.9% | 3,027 | +2.0% | 0.12% | -4.2% |
Q4 2022 | $471,477 | +11.7% | 2,969 | +0.8% | 0.12% | +11.1% |
Q3 2022 | $422,000 | +40.2% | 2,945 | +46.8% | 0.11% | +42.1% |
Q2 2022 | $301,000 | -10.4% | 2,006 | +4.9% | 0.08% | -2.6% |
Q1 2022 | $336,000 | +21.3% | 1,912 | +23.3% | 0.08% | +25.8% |
Q4 2021 | $277,000 | +11.2% | 1,551 | +5.6% | 0.06% | +1.6% |
Q3 2021 | $249,000 | +5.1% | 1,469 | +7.5% | 0.06% | +1.7% |
Q2 2021 | $237,000 | +9.7% | 1,367 | +4.8% | 0.06% | -1.6% |
Q1 2021 | $216,000 | -9.6% | 1,304 | -25.3% | 0.06% | -40.2% |
Q4 2019 | $239,000 | – | 1,745 | – | 0.10% | – |
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% |