VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,186 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,292,926 | -3.8% | 20,647 | -0.2% | 1.34% | +0.5% |
| Q2 2023 | $3,421,564 | +0.9% | 20,687 | -3.2% | 1.34% | -0.1% |
| Q1 2023 | $3,391,844 | -20.9% | 21,365 | -20.8% | 1.34% | -31.2% |
| Q4 2022 | $4,285,631 | -4.9% | 26,988 | -14.2% | 1.94% | -10.6% |
| Q3 2022 | $4,508,000 | -0.6% | 31,437 | +3.8% | 2.18% | +1.3% |
| Q2 2022 | $4,536,000 | -7.1% | 30,274 | +2.5% | 2.15% | -0.9% |
| Q1 2022 | $4,881,000 | -5.8% | 29,538 | +2.0% | 2.17% | +3.6% |
| Q4 2021 | $5,181,000 | +25.4% | 28,971 | +18.7% | 2.09% | +26.6% |
| Q3 2021 | $4,132,000 | – | 24,410 | – | 1.65% | – |
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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% |