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 | $4,017,763 | -2.2% | 25,191 | +1.5% | 4.40% | +1.4% |
Q2 2023 | $4,106,147 | +1.9% | 24,826 | -2.2% | 4.34% | -5.6% |
Q1 2023 | $4,030,893 | +2.8% | 25,390 | +2.9% | 4.59% | -0.3% |
Q4 2022 | $3,919,339 | +21.8% | 24,681 | +10.0% | 4.61% | +3.1% |
Q3 2022 | $3,217,000 | +29.4% | 22,432 | +35.2% | 4.47% | +33.1% |
Q2 2022 | $2,486,000 | -19.0% | 16,593 | -4.9% | 3.36% | -4.3% |
Q1 2022 | $3,069,000 | +20.1% | 17,444 | +22.1% | 3.50% | +21.8% |
Q4 2021 | $2,555,000 | – | 14,284 | – | 2.88% | – |
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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% |