VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370,884 | +6.9% | 2,325 | +10.8% | 0.30% | +10.6% |
| Q2 2023 | $347,009 | -0.1% | 2,098 | -4.1% | 0.27% | -6.2% |
| Q1 2023 | $347,208 | -6.4% | 2,187 | -6.4% | 0.29% | -12.6% |
| Q4 2022 | $370,957 | +4.8% | 2,336 | -5.5% | 0.33% | -1.5% |
| Q3 2022 | $354,000 | -26.9% | 2,472 | -23.4% | 0.34% | -29.1% |
| Q2 2022 | $484,000 | -25.9% | 3,228 | -13.0% | 0.48% | -6.5% |
| Q1 2022 | $653,000 | -6.7% | 3,710 | -5.2% | 0.51% | -10.8% |
| Q4 2021 | $700,000 | – | 3,915 | – | 0.57% | – |
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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% |