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 | $253,270 | -11.9% | 1,588 | -8.6% | 0.14% | -16.9% |
| Q2 2023 | $287,465 | +4.2% | 1,738 | 0.0% | 0.17% | -5.7% |
| Q1 2023 | $275,925 | +9.4% | 1,738 | +9.4% | 0.18% | +10.7% |
| Q4 2022 | $252,174 | +8.2% | 1,588 | -2.2% | 0.16% | +2.6% |
| Q3 2022 | $233,000 | -1.7% | 1,624 | +2.8% | 0.16% | +14.8% |
| Q2 2022 | $237,000 | -13.8% | 1,579 | +1.0% | 0.14% | -1.5% |
| Q1 2022 | $275,000 | -3.8% | 1,564 | -2.2% | 0.14% | -7.4% |
| Q4 2021 | $286,000 | +10.4% | 1,599 | +4.6% | 0.15% | +4.2% |
| Q3 2021 | $259,000 | +2.0% | 1,529 | +4.4% | 0.14% | -26.4% |
| Q2 2021 | $254,000 | -4.9% | 1,464 | -15.1% | 0.19% | -11.1% |
| Q1 2021 | $267,000 | – | 1,725 | – | 0.22% | – |
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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% |