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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $5,004,744 | -9.3% | 27,809 | -19.6% | 0.69% | -6.7% |
Q3 2023 | $5,517,304 | +14.8% | 34,593 | +19.1% | 0.74% | +7.8% |
Q2 2023 | $4,805,743 | +9.1% | 29,055 | +4.7% | 0.69% | -0.7% |
Q1 2023 | $4,406,650 | +2.7% | 27,757 | +2.8% | 0.69% | -8.1% |
Q4 2022 | $4,288,842 | +3.6% | 27,008 | -6.4% | 0.76% | -27.3% |
Q3 2022 | $4,138,000 | +0.3% | 28,856 | +4.8% | 1.04% | -10.7% |
Q2 2022 | $4,126,000 | -27.0% | 27,539 | -14.2% | 1.16% | -17.4% |
Q1 2022 | $5,649,000 | -6.5% | 32,106 | -4.9% | 1.41% | -10.4% |
Q4 2021 | $6,039,000 | +37.2% | 33,768 | +29.8% | 1.57% | +9.2% |
Q3 2021 | $4,403,000 | -9.6% | 26,014 | -7.3% | 1.44% | -6.5% |
Q2 2021 | $4,871,000 | +4.4% | 28,049 | -0.4% | 1.54% | -8.3% |
Q1 2021 | $4,666,000 | +29.3% | 28,174 | +11.0% | 1.68% | +16.2% |
Q4 2020 | $3,610,000 | – | 25,383 | – | 1.44% | – |
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% |