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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $171,611 | -3.6% | 1,076 | 0.0% | 0.06% | -4.8% |
| Q2 2023 | $177,970 | +4.2% | 1,076 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $170,826 | -0.0% | 1,076 | 0.0% | 0.06% | -4.5% |
| Q4 2022 | $170,869 | -99.8% | 1,076 | +76.4% | 0.07% | +78.4% |
| Q3 2022 | $87,474,000 | -4.3% | 610 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $91,390,000 | -13.7% | 610 | 0.0% | 0.04% | -2.6% |
| Q1 2022 | $105,889,000 | -0.8% | 610 | +2.2% | 0.04% | +5.6% |
| Q4 2021 | $106,773,000 | +5.7% | 597 | 0.0% | 0.04% | -5.3% |
| Q3 2021 | $101,048,000 | -2.5% | 597 | 0.0% | 0.04% | -7.3% |
| Q2 2021 | $103,675,000 | +83.6% | 597 | +75.1% | 0.04% | +78.3% |
| Q1 2021 | $56,473,000 | +6.5% | 341 | -8.6% | 0.02% | -8.0% |
| Q4 2020 | $53,044,000 | +28.5% | 373 | 0.0% | 0.02% | +19.0% |
| Q3 2020 | $41,265,000 | +44.0% | 373 | +39.2% | 0.02% | +31.2% |
| Q2 2020 | $28,655,000 | +124487.0% | 268 | 0.0% | 0.02% | +6.7% |
| Q1 2020 | $23,000 | -94.9% | 268 | -91.8% | 0.02% | -93.7% |
| Q4 2019 | $448,000 | +12.3% | 3,268 | +5.5% | 0.24% | -1.7% |
| Q3 2019 | $399,000 | -0.2% | 3,099 | +1.2% | 0.24% | -5.5% |
| Q2 2019 | $400,000 | +3.1% | 3,063 | +1.6% | 0.26% | -2.7% |
| Q1 2019 | $388,000 | +19300.0% | 3,015 | +20000.0% | 0.26% | +13000.0% |
| Q4 2018 | $2,000 | – | 15 | – | 0.00% | – |
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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% |