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 | $1,654,550 | -6.0% | 10,374 | -2.5% | 0.05% | -6.1% |
Q2 2023 | $1,760,022 | -10.7% | 10,641 | -14.3% | 0.05% | -15.5% |
Q1 2023 | $1,971,800 | -4.2% | 12,420 | -4.2% | 0.06% | -24.7% |
Q4 2022 | $2,058,048 | +90.4% | 12,960 | +102.9% | 0.08% | +83.3% |
Q3 2021 | $1,081,000 | -2.2% | 6,387 | +0.4% | 0.04% | -6.7% |
Q2 2021 | $1,105,000 | – | 6,364 | – | 0.04% | – |
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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% |