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 | $2,395,380 | -5.7% | 15,019 | -2.2% | 0.08% | -10.6% |
| Q2 2023 | $2,540,709 | +9.0% | 15,361 | +4.6% | 0.08% | -3.4% |
| Q1 2023 | $2,331,708 | +395.7% | 14,687 | +395.8% | 0.09% | +340.0% |
| Q4 2022 | $470,366 | +1.2% | 2,962 | -8.6% | 0.02% | -9.1% |
| Q3 2022 | $465,000 | -27.7% | 3,240 | -24.5% | 0.02% | -24.1% |
| Q2 2022 | $643,000 | -43.5% | 4,292 | -33.7% | 0.03% | -43.1% |
| Q1 2022 | $1,139,000 | -12.3% | 6,474 | -10.8% | 0.05% | -5.6% |
| Q4 2021 | $1,299,000 | – | 7,261 | – | 0.05% | – |
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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% |