VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $60 | -87.1% | 382 | -85.3% | 0.04% | -87.8% |
| Q2 2023 | $465 | +185.3% | 2,599 | +151.8% | 0.36% | +162.8% |
| Q1 2023 | $163 | -0.6% | 1,032 | 0.0% | 0.14% | -6.8% |
| Q4 2022 | $164 | -99.9% | 1,032 | 0.0% | 0.15% | -6.4% |
| Q3 2022 | $170,000 | +9.0% | 1,032 | 0.0% | 0.16% | +18.0% |
| Q2 2022 | $156,000 | -14.3% | 1,032 | 0.0% | 0.13% | +2.3% |
| Q1 2022 | $182,000 | -33.1% | 1,032 | -32.1% | 0.13% | -11.0% |
| Q4 2021 | $272,000 | +64.8% | 1,521 | +63.2% | 0.15% | +58.7% |
| Q3 2021 | $165,000 | +47.3% | 932 | +43.4% | 0.09% | +43.8% |
| Q2 2021 | $112,000 | +3.7% | 650 | 0.0% | 0.06% | -16.9% |
| Q1 2021 | $108,000 | -84.8% | 650 | -87.0% | 0.08% | -85.8% |
| Q4 2020 | $711,000 | – | 5,000 | – | 0.54% | – |
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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% |