VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,178,398 | -3.3% | 7,389 | +0.2% | 0.39% | -2.7% |
| Q2 2023 | $1,219,231 | +4.5% | 7,371 | +0.3% | 0.40% | -5.2% |
| Q1 2023 | $1,167,092 | -6.4% | 7,351 | -6.3% | 0.42% | -17.6% |
| Q4 2022 | $1,246,489 | +11.0% | 7,849 | +0.2% | 0.52% | -8.2% |
| Q3 2022 | $1,123,000 | -13.3% | 7,830 | -9.5% | 0.56% | -7.0% |
| Q2 2022 | $1,296,000 | -12.3% | 8,650 | +3.0% | 0.60% | -14.0% |
| Q1 2022 | $1,477,000 | -1.5% | 8,395 | +0.1% | 0.70% | -15.2% |
| Q4 2021 | $1,500,000 | – | 8,385 | – | 0.83% | – |
Download | ||||||
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% |