VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,187,000 | +14.7% | 8,280 | +19.9% | 0.07% | +15.6% |
| Q2 2022 | $1,035,000 | -12.8% | 6,905 | +2.4% | 0.06% | +28.0% |
| Q1 2022 | $1,187,000 | -12.5% | 6,746 | -11.0% | 0.05% | +4.2% |
| Q4 2021 | $1,356,000 | +13.9% | 7,583 | +7.7% | 0.05% | +2.1% |
| Q3 2021 | $1,191,000 | -3.4% | 7,038 | -0.9% | 0.05% | -2.1% |
| Q2 2021 | $1,233,000 | +376.1% | 7,100 | +353.4% | 0.05% | +336.4% |
| Q1 2021 | $259,000 | +13.6% | 1,566 | -2.2% | 0.01% | +10.0% |
| Q4 2020 | $228,000 | +13.4% | 1,601 | -11.8% | 0.01% | 0.0% |
| Q3 2020 | $201,000 | -55.2% | 1,816 | -44.6% | 0.01% | -54.5% |
| Q4 2019 | $449,000 | – | 3,277 | – | 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% |