VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,192,459 | -3.3% | 20,017 | +0.2% | 2.87% | -1.6% |
| Q2 2023 | $3,302,643 | +7.1% | 19,968 | +2.8% | 2.92% | -1.0% |
| Q1 2023 | $3,085,095 | +8.2% | 19,420 | +8.2% | 2.95% | -2.1% |
| Q4 2022 | $2,851,109 | +10.6% | 17,943 | -0.2% | 3.02% | -1.5% |
| Q3 2022 | $2,577,000 | -5.7% | 17,981 | -1.4% | 3.06% | +1.1% |
| Q2 2022 | $2,732,000 | -18.2% | 18,241 | -3.9% | 3.03% | +9.0% |
| Q1 2022 | $3,341,000 | +1.4% | 18,987 | +3.1% | 2.78% | +2.6% |
| Q4 2021 | $3,296,000 | – | 18,423 | – | 2.71% | – |
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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% |