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 | $12,869,013 | -4.4% | 80,689 | -0.8% | 2.11% | -1.3% |
| Q2 2023 | $13,455,604 | +1.5% | 81,351 | -2.6% | 2.14% | -12.5% |
| Q1 2023 | $13,253,616 | +1.9% | 83,482 | +1.9% | 2.44% | +14.0% |
| Q4 2022 | $13,010,044 | +17.8% | 81,927 | +6.3% | 2.14% | +27.0% |
| Q3 2022 | $11,048,000 | -0.8% | 77,040 | +3.6% | 1.69% | +10.3% |
| Q2 2022 | $11,140,000 | -16.9% | 74,353 | -2.4% | 1.53% | -34.6% |
| Q1 2022 | $13,403,000 | -0.2% | 76,182 | +1.5% | 2.34% | +3.7% |
| Q4 2021 | $13,425,000 | +11.3% | 75,065 | +5.4% | 2.25% | +3.0% |
| Q3 2021 | $12,059,000 | – | 71,246 | – | 2.19% | – |
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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% |