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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $204,503 | -74.5% | 1,288 | -71.8% | 0.08% | -66.8% |
| Q1 2022 | $802,000 | +116.2% | 4,561 | +119.7% | 0.24% | +140.4% |
| Q4 2021 | $371,000 | -26.1% | 2,076 | -30.0% | 0.10% | -10.0% |
| Q3 2021 | $502,000 | -3.5% | 2,967 | -0.4% | 0.11% | +11.1% |
| Q2 2021 | $520,000 | +8.3% | 2,978 | +2.8% | 0.10% | +6.5% |
| Q1 2021 | $480,000 | +39.1% | 2,896 | +19.4% | 0.09% | +50.0% |
| Q4 2020 | $345,000 | +50.7% | 2,425 | +17.1% | 0.06% | +31.9% |
| Q3 2020 | $229,000 | 0.0% | 2,071 | -3.1% | 0.05% | -6.0% |
| Q2 2020 | $229,000 | +2.7% | 2,137 | +32.4% | 0.05% | -10.7% |
| Q4 2017 | $223,000 | – | 1,614 | – | 0.06% | – |
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% |