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 | $287 | -6.8% | 1,798 | -3.4% | 0.02% | -4.5% |
| Q2 2023 | $308 | -7.5% | 1,862 | -11.2% | 0.02% | -12.0% |
| Q1 2023 | $333 | 0.0% | 2,097 | 0.0% | 0.02% | -3.8% |
| Q4 2022 | $333 | -99.9% | 2,097 | -3.7% | 0.03% | 0.0% |
| Q3 2022 | $312,000 | -35.1% | 2,177 | -32.1% | 0.03% | -29.7% |
| Q2 2022 | $481,000 | -17.5% | 3,208 | -3.1% | 0.04% | +2.8% |
| Q1 2022 | $583,000 | -1.5% | 3,312 | 0.0% | 0.04% | +5.9% |
| Q4 2021 | $592,000 | +13.2% | 3,312 | +7.3% | 0.03% | +9.7% |
| Q3 2021 | $523,000 | -10.0% | 3,087 | -7.7% | 0.03% | -11.4% |
| Q2 2021 | $581,000 | +5.8% | 3,343 | +0.9% | 0.04% | -5.4% |
| Q1 2021 | $549,000 | +58.2% | 3,313 | +35.8% | 0.04% | +48.0% |
| Q4 2020 | $347,000 | – | 2,440 | – | 0.02% | – |
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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% |