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 | $520,735 | -4.2% | 3,265 | -0.6% | 0.11% | +1.0% |
| Q2 2023 | $543,339 | +3.8% | 3,285 | -0.4% | 0.10% | -0.9% |
| Q1 2023 | $523,591 | -1.8% | 3,298 | -1.7% | 0.11% | -2.8% |
| Q4 2022 | $532,933 | +7.4% | 3,356 | -3.0% | 0.11% | +10.1% |
| Q3 2022 | $496,000 | -14.2% | 3,461 | -10.2% | 0.10% | -11.6% |
| Q2 2022 | $578,000 | -27.9% | 3,855 | -15.5% | 0.11% | -17.0% |
| Q1 2022 | $802,000 | +649.5% | 4,561 | +660.2% | 0.14% | +610.5% |
| Q4 2021 | $107,000 | +4.9% | 600 | 0.0% | 0.02% | -5.0% |
| Q3 2021 | $102,000 | -1.9% | 600 | 0.0% | 0.02% | +5.3% |
| Q2 2021 | $104,000 | – | 600 | – | 0.02% | – |
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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% |