VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 976 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $953,438 | -3.6% | 5,978 | 0.0% | 0.22% | -1.4% |
| Q2 2023 | $988,710 | +2.2% | 5,978 | -1.9% | 0.22% | -2.6% |
| Q1 2023 | $967,696 | -0.1% | 6,095 | -0.4% | 0.23% | -33.0% |
| Q4 2022 | $969,133 | +10.4% | 6,121 | 0.0% | 0.34% | -1.7% |
| Q3 2022 | $878,000 | -11.6% | 6,121 | +0.2% | 0.34% | +2.4% |
| Q2 2022 | $993,000 | -8.2% | 6,106 | -0.7% | 0.34% | +4.0% |
| Q1 2022 | $1,082,000 | -2.2% | 6,151 | -0.5% | 0.32% | -0.6% |
| Q4 2021 | $1,106,000 | -1.0% | 6,183 | +1.1% | 0.33% | -2.4% |
| Q3 2021 | $1,117,000 | +6.4% | 6,114 | -1.1% | 0.33% | +1.5% |
| Q2 2021 | $1,050,000 | +0.2% | 6,184 | +1.6% | 0.33% | -0.9% |
| Q1 2021 | $1,048,000 | +20.2% | 6,087 | -0.7% | 0.33% | +0.6% |
| Q4 2020 | $872,000 | – | 6,129 | – | 0.33% | – |
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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% |