VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,176 | -18.0% | 1,404 | -8.7% | 0.10% | -15.6% |
| Q2 2023 | $266,167 | +12.4% | 1,538 | +0.1% | 0.12% | +3.4% |
| Q1 2023 | $236,866 | -11.6% | 1,537 | -3.5% | 0.12% | -15.1% |
| Q4 2022 | $268,094 | +7.2% | 1,593 | -5.8% | 0.14% | -12.6% |
| Q3 2022 | $250,000 | -26.7% | 1,691 | -25.0% | 0.16% | -15.9% |
| Q2 2022 | $341,000 | -31.5% | 2,256 | -20.3% | 0.19% | -17.8% |
| Q1 2022 | $498,000 | +95.3% | 2,830 | +96.0% | 0.23% | +93.3% |
| Q3 2021 | $255,000 | +1.6% | 1,444 | 0.0% | 0.12% | -2.5% |
| Q2 2021 | $251,000 | – | 1,444 | – | 0.12% | – |
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% |