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 | $2,692,327 | -2.4% | 16,881 | +1.2% | 1.60% | +2.3% |
| Q2 2023 | $2,758,153 | +6.0% | 16,676 | +1.8% | 1.57% | +0.8% |
| Q1 2023 | $2,601,414 | +1.9% | 16,386 | +1.9% | 1.55% | -14.0% |
| Q4 2022 | $2,553,962 | +10.6% | 16,083 | -0.1% | 1.80% | -9.7% |
| Q3 2022 | $2,310,000 | +2.1% | 16,105 | +6.7% | 2.00% | +3.7% |
| Q2 2022 | $2,262,000 | -2.2% | 15,095 | +14.9% | 1.93% | +2.9% |
| Q1 2022 | $2,312,000 | -10.9% | 13,143 | -9.4% | 1.87% | -6.6% |
| Q4 2021 | $2,595,000 | – | 14,510 | – | 2.01% | – |
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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% |