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 | $4,972,632 | -0.0% | 31,178 | +3.7% | 1.75% | +2.4% |
| Q2 2023 | $4,972,877 | +9.2% | 30,066 | +4.8% | 1.71% | +3.4% |
| Q1 2023 | $4,555,185 | +2.9% | 28,692 | +2.9% | 1.66% | -3.6% |
| Q4 2022 | $4,428,104 | +8.2% | 27,885 | -2.3% | 1.72% | +6.2% |
| Q3 2022 | $4,092,000 | -5.7% | 28,532 | -1.5% | 1.62% | -2.4% |
| Q2 2022 | $4,340,000 | -18.2% | 28,966 | -4.0% | 1.66% | -9.7% |
| Q1 2022 | $5,306,000 | -28.2% | 30,158 | -27.0% | 1.83% | -25.2% |
| Q4 2021 | $7,387,000 | +9.0% | 41,304 | +3.1% | 2.45% | +3.4% |
| Q3 2021 | $6,778,000 | +0.7% | 40,046 | +4.4% | 2.37% | +0.5% |
| Q2 2021 | $6,728,000 | +7.9% | 38,373 | +1.9% | 2.36% | +0.3% |
| Q1 2021 | $6,236,000 | – | 37,655 | – | 2.35% | – |
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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% |