VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,250 | -3.3% | 89 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $14,729 | +0.0% | 89 | -4.3% | 0.00% | 0.0% |
| Q1 2023 | $14,727 | +0.3% | 93 | +1.1% | 0.00% | 0.0% |
| Q4 2022 | $14,682 | +12.9% | 92 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | -7.1% | 92 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $14,000 | +55.6% | 92 | +31.4% | 0.00% | 0.0% |
| Q1 2017 | $9,000 | +12.5% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $8,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $8,000 | +14.3% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $7,000 | – | 70 | – | 0.00% | – |
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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% |