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 | $25,362 | -2.8% | 159,019 | +0.8% | 3.02% | -0.9% |
| Q2 2023 | $26,085 | +10.7% | 157,707 | +6.2% | 3.05% | +3.9% |
| Q1 2023 | $23,573 | +97.6% | 148,482 | +97.7% | 2.93% | +74.1% |
| Q4 2022 | $11,929 | -99.9% | 75,120 | +3.2% | 1.68% | +7.3% |
| Q3 2022 | $10,443,000 | -21.5% | 72,822 | -18.0% | 1.57% | -18.7% |
| Q2 2022 | $13,297,000 | -14.9% | 88,754 | -0.1% | 1.93% | -3.2% |
| Q1 2022 | $15,628,000 | -0.4% | 88,828 | +1.2% | 1.99% | +1.0% |
| Q4 2021 | $15,694,000 | +9.9% | 87,752 | +4.0% | 1.97% | -2.9% |
| Q3 2021 | $14,286,000 | -1.2% | 84,405 | +1.3% | 2.03% | -6.1% |
| Q2 2021 | $14,463,000 | +11.7% | 83,285 | +6.5% | 2.16% | -3.4% |
| Q1 2021 | $12,951,000 | +25.4% | 78,204 | +7.7% | 2.24% | +11.9% |
| Q4 2020 | $10,324,000 | – | 72,598 | – | 2.00% | – |
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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% |