VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 976 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $628,204 | -8.5% | 3,938 | -5.1% | 0.35% | -8.9% |
| Q2 2023 | $686,341 | -3.3% | 4,149 | -7.2% | 0.38% | -9.9% |
| Q1 2023 | $709,572 | -5.5% | 4,469 | -5.4% | 0.42% | -12.2% |
| Q4 2022 | $750,498 | +11.7% | 4,725 | +0.8% | 0.48% | +2.8% |
| Q3 2022 | $672,000 | +9.3% | 4,686 | +14.2% | 0.47% | +7.5% |
| Q2 2022 | $615,000 | -64.3% | 4,104 | -58.1% | 0.44% | -63.7% |
| Q1 2022 | $1,725,000 | +1.5% | 9,800 | +3.2% | 1.21% | +4.0% |
| Q4 2021 | $1,699,000 | +1.3% | 9,498 | -4.2% | 1.16% | +92.1% |
| Q3 2021 | $1,677,000 | -2.1% | 9,911 | +0.0% | 0.60% | -14.2% |
| Q2 2021 | $1,713,000 | +83.6% | 9,908 | +75.9% | 0.70% | +37.7% |
| Q1 2021 | $933,000 | +166.6% | 5,634 | +128.7% | 0.51% | +129.6% |
| Q4 2020 | $350,000 | – | 2,463 | – | 0.22% | – |
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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% |