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 | $5,908,565 | +2.3% | 37,047 | +6.1% | 1.46% | +2.2% |
| Q2 2023 | $5,773,720 | +6.8% | 34,908 | +2.6% | 1.43% | +4.0% |
| Q1 2023 | $5,403,812 | -1.6% | 34,038 | -1.6% | 1.37% | -9.1% |
| Q4 2022 | $5,494,420 | +6.1% | 34,600 | -4.2% | 1.51% | +3.9% |
| Q3 2022 | $5,180,000 | -2.3% | 36,125 | +2.1% | 1.45% | +6.5% |
| Q2 2022 | $5,303,000 | -24.6% | 35,398 | -11.5% | 1.36% | -17.6% |
| Q1 2022 | $7,037,000 | -2.9% | 39,999 | -4.5% | 1.66% | -2.9% |
| Q4 2021 | $7,245,000 | – | 41,901 | – | 1.71% | – |
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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% |