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 | $2,342,819 | +2.6% | 14,689 | +6.4% | 1.20% | +14.4% |
| Q2 2023 | $2,284,117 | +8.5% | 13,810 | +4.1% | 1.04% | -1.2% |
| Q1 2023 | $2,105,773 | +1.5% | 13,264 | +1.5% | 1.06% | -8.2% |
| Q4 2022 | $2,074,414 | +13.8% | 13,063 | +2.7% | 1.15% | +14.4% |
| Q3 2022 | $1,823,000 | +160.8% | 12,715 | +172.7% | 1.01% | +102.6% |
| Q2 2022 | $699,000 | +46.8% | 4,663 | +72.4% | 0.50% | +101.2% |
| Q1 2022 | $476,000 | +24.3% | 2,705 | +26.4% | 0.25% | +30.7% |
| Q4 2021 | $383,000 | +3.8% | 2,140 | -1.8% | 0.19% | -6.0% |
| Q3 2021 | $369,000 | -0.8% | 2,179 | +0.0% | 0.20% | +4.7% |
| Q2 2021 | $372,000 | +6.9% | 2,178 | +3.5% | 0.19% | -4.0% |
| Q1 2021 | $348,000 | +34.9% | 2,104 | +16.1% | 0.20% | +32.5% |
| Q4 2020 | $258,000 | – | 1,813 | – | 0.15% | – |
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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% |