VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 965 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,537,165 | -5.1% | 9,638 | -1.5% | 0.21% | -8.7% |
| Q2 2023 | $1,618,935 | +255.7% | 9,788 | +241.4% | 0.23% | +216.4% |
| Q1 2023 | $455,165 | +0.7% | 2,867 | +0.7% | 0.07% | -29.1% |
| Q4 2022 | $451,945 | +10.8% | 2,846 | 0.0% | 0.10% | -5.5% |
| Q3 2022 | $408,000 | -4.2% | 2,846 | 0.0% | 0.11% | +45.3% |
| Q2 2022 | $426,000 | -15.0% | 2,846 | 0.0% | 0.08% | -3.8% |
| Q1 2022 | $501,000 | -79.9% | 2,846 | -79.5% | 0.08% | -73.9% |
| Q4 2021 | $2,489,000 | +416.4% | 13,916 | +389.0% | 0.30% | +333.3% |
| Q3 2021 | $482,000 | +18.1% | 2,846 | +21.2% | 0.07% | +3.0% |
| Q2 2021 | $408,000 | +1940.0% | 2,349 | +1890.7% | 0.07% | +1575.0% |
| Q1 2021 | $20,000 | – | 118 | – | 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% |