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 | $4,236,182 | -2.8% | 26,561 | +0.8% | 3.22% | -2.3% |
Q2 2023 | $4,359,893 | +5.6% | 26,360 | +1.4% | 3.30% | -1.6% |
Q1 2023 | $4,128,655 | +0.1% | 26,006 | +0.1% | 3.35% | -6.7% |
Q4 2022 | $4,124,868 | +9.3% | 25,975 | -1.3% | 3.59% | +1.0% |
Q3 2022 | $3,774,000 | -5.3% | 26,316 | -1.0% | 3.56% | -3.1% |
Q2 2022 | $3,985,000 | -15.9% | 26,595 | -1.3% | 3.67% | -2.1% |
Q1 2022 | $4,740,000 | -3.2% | 26,939 | -1.7% | 3.75% | -5.5% |
Q4 2021 | $4,899,000 | – | 27,394 | – | 3.97% | – |
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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% |