VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $18,651 | +72.7% | 117,482 | +72.8% | 0.50% | +44.8% |
Q4 2022 | $10,798 | -74.3% | 68,000 | -71.6% | 0.35% | -71.0% |
Q1 2022 | $41,968 | -12.8% | 239,052 | -11.2% | 1.19% | -26.3% |
Q4 2021 | $48,108 | +0.4% | 269,236 | 0.0% | 1.62% | -0.6% |
Q3 2021 | $47,902 | -19.2% | 269,236 | -20.6% | 1.63% | -21.3% |
Q2 2021 | $59,293 | – | 339,236 | – | 2.07% | – |
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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% |