VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,295,157 | +6.9% | 12,753 | -5.3% | 0.57% | -0.7% |
| Q3 2023 | $2,147,851 | -24.6% | 13,467 | -21.8% | 0.57% | -29.8% |
| Q2 2023 | $2,848,353 | +11.1% | 17,221 | +6.6% | 0.82% | -2.5% |
| Q1 2023 | $2,564,450 | -1.8% | 16,153 | -1.8% | 0.84% | +1.8% |
| Q4 2022 | $2,611,783 | +27.1% | 16,447 | +14.7% | 0.82% | -4.5% |
| Q3 2022 | $2,055,000 | -36.9% | 14,334 | -34.1% | 0.86% | -39.8% |
| Q2 2022 | $3,257,000 | -11.1% | 21,742 | +4.4% | 1.43% | +6.2% |
| Q1 2022 | $3,663,000 | +10.1% | 20,823 | +12.0% | 1.35% | +14.5% |
| Q4 2021 | $3,326,000 | +24.7% | 18,598 | +18.0% | 1.18% | +11.3% |
| Q3 2021 | $2,667,000 | +22.2% | 15,758 | +25.3% | 1.06% | +25.2% |
| Q2 2021 | $2,183,000 | +42.8% | 12,575 | +36.2% | 0.84% | +32.9% |
| Q1 2021 | $1,529,000 | – | 9,235 | – | 0.64% | – |
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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% |