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 | $675,655 | -6.7% | 4,236 | -3.3% | 0.41% | +6.2% |
| Q2 2023 | $724,467 | -40.6% | 4,380 | -43.0% | 0.39% | -24.7% |
| Q1 2023 | $1,220,431 | -2.0% | 7,687 | -2.0% | 0.51% | -15.6% |
| Q4 2022 | $1,245,027 | +8.5% | 7,840 | -2.1% | 0.61% | +15.6% |
| Q3 2022 | $1,148,000 | -10.7% | 8,009 | -6.6% | 0.53% | -9.3% |
| Q2 2022 | $1,285,000 | -49.8% | 8,578 | -41.1% | 0.58% | +9.6% |
| Q1 2022 | $2,562,000 | +93.5% | 14,560 | +96.7% | 0.53% | -9.2% |
| Q4 2021 | $1,324,000 | +6.5% | 7,403 | +0.8% | 0.58% | -3.2% |
| Q3 2021 | $1,243,000 | +2.3% | 7,342 | +4.9% | 0.60% | -3.4% |
| Q2 2021 | $1,215,000 | +22.7% | 6,999 | +17.1% | 0.62% | +7.2% |
| Q1 2021 | $990,000 | +8.1% | 5,975 | -7.2% | 0.58% | -4.9% |
| Q4 2020 | $916,000 | +55.5% | 6,439 | +20.9% | 0.61% | +41.0% |
| Q3 2020 | $589,000 | +14.6% | 5,324 | +10.8% | 0.43% | +8.5% |
| Q2 2020 | $514,000 | +87.6% | 4,807 | +55.8% | 0.40% | +53.3% |
| Q1 2020 | $274,000 | +126.4% | 3,085 | +249.8% | 0.26% | +155.9% |
| Q4 2019 | $121,000 | – | 882 | – | 0.10% | – |
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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% |