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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,361,962 | +5.0% | 33,619 | +8.9% | 0.51% | +8.6% |
| Q2 2023 | $5,105,076 | +29.2% | 30,865 | +24.0% | 0.47% | +27.3% |
| Q1 2023 | $3,952,440 | +66.3% | 24,896 | +66.3% | 0.37% | +82.1% |
| Q4 2022 | $2,377,288 | +32.4% | 14,970 | +19.6% | 0.20% | +12.3% |
| Q3 2022 | $1,795,000 | +19.7% | 12,517 | +25.0% | 0.18% | +37.7% |
| Q2 2022 | $1,500,000 | -0.2% | 10,014 | +17.2% | 0.13% | +12.1% |
| Q1 2022 | $1,503,000 | +4.1% | 8,544 | +5.8% | 0.12% | +11.5% |
| Q4 2021 | $1,444,000 | +35.8% | 8,076 | +28.6% | 0.10% | +25.3% |
| Q3 2021 | $1,063,000 | +39.7% | 6,281 | +43.3% | 0.08% | +45.6% |
| Q2 2021 | $761,000 | +106.8% | 4,382 | +97.4% | 0.06% | +96.6% |
| Q1 2021 | $368,000 | – | 2,220 | – | 0.03% | – |
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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% |