VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $124,434,257 | -34.7% | 780,201 | -32.3% | 18.47% | -29.4% |
| Q2 2023 | $190,640,712 | +4.4% | 1,152,604 | +0.2% | 26.17% | -0.9% |
| Q1 2023 | $182,672,652 | +0.2% | 1,150,621 | +0.2% | 26.42% | +3.0% |
| Q4 2022 | $182,380,075 | +11.0% | 1,148,489 | +0.2% | 25.64% | +14.2% |
| Q3 2022 | $164,330,000 | -4.1% | 1,145,932 | +0.2% | 22.45% | +17.8% |
| Q2 2022 | $171,390,000 | -31.8% | 1,143,976 | -19.9% | 19.06% | -27.3% |
| Q1 2022 | $251,410,000 | -1.6% | 1,428,976 | 0.0% | 26.23% | +5.8% |
| Q4 2021 | $255,570,000 | – | 1,428,976 | – | 24.79% | – |
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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% |