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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $637,900 | +9.4% | 3,627 | -1.3% | 0.24% | 0.0% |
| Q3 2023 | $583,012 | -3.7% | 3,675 | +0.4% | 0.24% | +0.8% |
| Q2 2023 | $605,697 | +4.5% | 3,662 | +0.4% | 0.24% | -0.4% |
| Q1 2023 | $579,368 | -3.2% | 3,649 | -3.2% | 0.24% | +16.7% |
| Q4 2022 | $598,636 | +8.1% | 3,770 | +0.7% | 0.20% | -4.7% |
| Q3 2022 | $554,000 | -8.4% | 3,744 | -7.2% | 0.21% | -11.2% |
| Q2 2022 | $605,000 | -16.4% | 4,034 | -2.0% | 0.24% | -55.0% |
| Q1 2022 | $724,000 | -4.4% | 4,116 | -1.9% | 0.54% | +82.9% |
| Q4 2021 | $757,000 | -5.6% | 4,196 | -6.5% | 0.29% | -4.9% |
| Q3 2021 | $802,000 | +12.5% | 4,488 | +4.7% | 0.31% | -3.1% |
| Q2 2021 | $713,000 | -6.1% | 4,285 | -2.1% | 0.32% | -46.9% |
| Q1 2021 | $759,000 | +6.9% | 4,377 | -12.4% | 0.60% | -4.2% |
| Q4 2020 | $710,000 | – | 4,994 | – | 0.62% | – |
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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% |