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 | $3,698,810 | -10.4% | 23,191 | -7.1% | 0.80% | -12.8% |
| Q2 2023 | $4,128,355 | +1.1% | 24,960 | -2.9% | 0.92% | -9.7% |
| Q1 2023 | $4,082,881 | -9.1% | 25,717 | -9.1% | 1.02% | -20.8% |
| Q4 2022 | $4,490,962 | -74.5% | 28,281 | -77.0% | 1.29% | -77.9% |
| Q3 2022 | $17,597,000 | +6.4% | 122,709 | +11.1% | 5.83% | +3.6% |
| Q2 2022 | $16,542,000 | -9.2% | 110,410 | +6.7% | 5.62% | -1.3% |
| Q1 2022 | $18,213,000 | +9.2% | 103,521 | +11.0% | 5.70% | +4.5% |
| Q4 2021 | $16,673,000 | +13.6% | 93,223 | +7.5% | 5.46% | -2.2% |
| Q3 2021 | $14,675,000 | +10.2% | 86,700 | +13.1% | 5.58% | -1.9% |
| Q2 2021 | $13,317,000 | +11.2% | 76,684 | +6.1% | 5.69% | -2.7% |
| Q1 2021 | $11,972,000 | +16.6% | 72,288 | +0.1% | 5.85% | +1.6% |
| Q4 2020 | $10,268,000 | – | 72,204 | – | 5.76% | – |
Download | ||||||
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% |