VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,178,799 | -11.0% | 7,391 | -7.7% | 0.31% | -11.7% |
| Q2 2023 | $1,324,694 | -0.3% | 8,009 | -4.3% | 0.35% | -5.9% |
| Q1 2023 | $1,328,665 | -0.9% | 8,369 | -0.9% | 0.37% | -4.9% |
| Q4 2022 | $1,340,748 | +2.7% | 8,443 | -7.3% | 0.39% | +0.5% |
| Q3 2022 | $1,305,000 | -5.3% | 9,103 | -1.1% | 0.39% | -5.8% |
| Q2 2022 | $1,378,000 | -16.8% | 9,200 | -2.3% | 0.41% | -5.9% |
| Q1 2022 | $1,657,000 | +0.6% | 9,419 | +2.3% | 0.44% | +1.4% |
| Q4 2021 | $1,647,000 | +9.1% | 9,207 | +3.2% | 0.43% | -1.4% |
| Q3 2021 | $1,510,000 | -1.4% | 8,921 | +1.1% | 0.44% | +3.1% |
| Q2 2021 | $1,532,000 | +10.1% | 8,822 | +4.9% | 0.42% | +11.8% |
| Q1 2021 | $1,392,000 | +13.5% | 8,406 | -2.6% | 0.38% | +5.0% |
| Q4 2020 | $1,226,000 | +21.4% | 8,626 | -0.2% | 0.36% | +12.1% |
| Q3 2020 | $1,010,000 | – | 8,646 | – | 0.32% | – |
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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% |