VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,284,378 | -1.9% | 20,593 | +1.8% | 2.75% | +2.6% |
| Q2 2023 | $3,346,704 | +4.4% | 20,234 | -1.4% | 2.68% | -4.0% |
| Q1 2023 | $3,205,858 | +3.5% | 20,528 | +5.2% | 2.80% | -0.8% |
| Q4 2022 | $3,097,394 | +36.7% | 19,505 | +23.4% | 2.82% | +25.6% |
| Q3 2022 | $2,266,000 | +21.6% | 15,801 | +28.0% | 2.24% | +29.8% |
| Q2 2022 | $1,864,000 | -12.6% | 12,346 | +3.2% | 1.73% | +5.9% |
| Q1 2022 | $2,133,000 | -3.5% | 11,964 | -3.2% | 1.63% | -7.7% |
| Q4 2021 | $2,211,000 | – | 12,361 | – | 1.77% | – |
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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% |