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 | $10,244,219 | +0.8% | 64,231 | +4.6% | 4.28% | +2.1% |
| Q2 2023 | $10,158,254 | +13.0% | 61,416 | +8.5% | 4.19% | +7.0% |
| Q1 2023 | $8,988,592 | +7.3% | 56,617 | +3.1% | 3.92% | -5.4% |
| Q4 2022 | $8,379,131 | +6.4% | 54,936 | 0.0% | 4.14% | +0.7% |
| Q3 2022 | $7,878,000 | -7.1% | 54,936 | +27.3% | 4.11% | -5.1% |
| Q2 2022 | $8,482,000 | -4.6% | 43,168 | 0.0% | 4.33% | -0.4% |
| Q1 2022 | $8,887,000 | +15.1% | 43,168 | 0.0% | 4.35% | +11.2% |
| Q4 2021 | $7,721,000 | +16.7% | 43,168 | +10.4% | 3.91% | +8.5% |
| Q3 2021 | $6,615,000 | +1.6% | 39,085 | +4.3% | 3.61% | -10.7% |
| Q2 2021 | $6,510,000 | +12.4% | 37,487 | +7.2% | 4.04% | -1.8% |
| Q1 2021 | $5,791,000 | +32.9% | 34,971 | +14.1% | 4.11% | +11.4% |
| Q4 2020 | $4,359,000 | – | 30,655 | – | 3.69% | – |
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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% |