VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,186 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,949,624 | -3.7% | 12,234 | -0.0% | 0.35% | -3.1% |
| Q2 2023 | $2,023,790 | +8.1% | 12,236 | +3.8% | 0.36% | -1.4% |
| Q1 2023 | $1,871,597 | +0.5% | 11,788 | +0.6% | 0.36% | -7.8% |
| Q4 2022 | $1,861,705 | +5.1% | 11,723 | -5.2% | 0.40% | -6.6% |
| Q3 2022 | $1,772,000 | +435.3% | 12,360 | +460.3% | 0.42% | +435.4% |
| Q2 2022 | $331,000 | -9.6% | 2,206 | +6.2% | 0.08% | +8.2% |
| Q1 2022 | $366,000 | +9.3% | 2,078 | +10.9% | 0.07% | +9.0% |
| Q4 2021 | $335,000 | +16.7% | 1,873 | +10.4% | 0.07% | -24.7% |
| Q3 2021 | $287,000 | -2.7% | 1,697 | +0.1% | 0.09% | +2.3% |
| Q2 2021 | $295,000 | +5.0% | 1,696 | 0.0% | 0.09% | -15.5% |
| Q1 2021 | $281,000 | +17.6% | 1,696 | +1.0% | 0.10% | +9.6% |
| Q4 2020 | $239,000 | +12.7% | 1,680 | -15.6% | 0.09% | -36.5% |
| Q2 2020 | $212,000 | – | 1,990 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 780,201 | $124,434,257 | 18.47% |
| University of Maryland Foundation, Inc. | 91,176 | $14,542 | 17.40% |
| 25 LLC | 171,990 | $27,430,716 | 16.73% |
| Mokosak Advisory Group, LLC | 257,464 | $41,062,811 | 16.70% |
| Opal Wealth Advisors, LLC | 149,263 | $23,805,956 | 13.93% |
| TrueWealth Financial Partners | 79,980 | $12,756,039 | 10.49% |
| Jacobsen Capital Management | 113,659 | $18,127,516 | 9.84% |
| BHK Investment Advisors, LLC | 133,746 | $21,331,207 | 9.81% |
| New England Capital Financial Advisors LLC | 77,155 | $12,305,488 | 8.48% |
| Brooklyn FI, LLC | 95,720 | $15,266,432 | 8.21% |