VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,971,977 | +3.4% | 12,364 | +7.2% | 0.49% | +9.6% |
| Q2 2023 | $1,907,521 | -7.5% | 11,533 | -11.2% | 0.45% | -12.0% |
| Q1 2023 | $2,061,966 | -4.7% | 12,988 | -4.7% | 0.51% | -12.7% |
| Q4 2022 | $2,164,461 | +22.8% | 13,630 | +10.8% | 0.58% | +9.6% |
| Q3 2022 | $1,763,000 | -2.9% | 12,299 | +1.5% | 0.53% | -0.7% |
| Q2 2022 | $1,815,000 | -39.8% | 12,115 | -29.3% | 0.54% | -27.2% |
| Q1 2022 | $3,015,000 | -1.5% | 17,140 | +0.1% | 0.74% | -0.8% |
| Q4 2021 | $3,060,000 | 0.0% | 17,128 | -5.3% | 0.74% | -5.5% |
| Q3 2021 | $3,060,000 | -15.1% | 18,081 | -12.9% | 0.78% | -15.3% |
| Q2 2021 | $3,605,000 | -22.7% | 20,760 | -26.3% | 0.93% | -29.0% |
| Q1 2021 | $4,665,000 | +4.9% | 28,173 | -0.4% | 1.30% | +7.8% |
| Q4 2020 | $4,448,000 | – | 28,299 | – | 1.21% | – |
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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% |