VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $274,581 | -1.8% | 1,722 | +1.8% | 0.06% | 0.0% |
Q2 2023 | $279,723 | +6.3% | 1,691 | +2.0% | 0.06% | 0.0% |
Q1 2023 | $263,240 | +1.3% | 1,658 | +1.3% | 0.06% | -4.6% |
Q4 2022 | $259,898 | +10.6% | 1,637 | +0.1% | 0.06% | -11.0% |
Q3 2022 | $235,000 | -5.6% | 1,636 | -1.4% | 0.07% | -3.9% |
Q2 2022 | $249,000 | -14.4% | 1,660 | +1.9% | 0.08% | -5.0% |
Q4 2021 | $291,000 | +6.6% | 1,629 | +1.1% | 0.08% | -1.2% |
Q3 2021 | $273,000 | – | 1,612 | – | 0.08% | – |
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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% |