VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,340 filers reported holding VANGUARD INDEX FDS in Q1 2024. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $305,356 | -17.2% | 1,673 | -13.0% | 0.03% | -20.0% |
| Q1 2024 | $368,793 | +6.6% | 1,922 | 0.0% | 0.04% | 0.0% |
| Q4 2023 | $345,902 | +3.4% | 1,922 | -8.4% | 0.04% | -7.9% |
| Q3 2023 | $334,610 | -14.7% | 2,098 | -11.6% | 0.04% | -9.5% |
| Q2 2023 | $392,494 | +31.5% | 2,373 | +26.2% | 0.04% | +23.5% |
| Q1 2023 | $298,469 | -0.0% | 1,880 | 0.0% | 0.03% | -2.9% |
| Q4 2022 | $298,544 | +10.6% | 1,880 | 0.0% | 0.04% | +2.9% |
| Q3 2022 | $270,000 | -43.8% | 1,880 | -41.3% | 0.03% | -39.3% |
| Q2 2022 | $480,000 | -67.8% | 3,205 | -62.2% | 0.06% | -62.9% |
| Q1 2022 | $1,492,000 | -3.9% | 8,480 | -2.3% | 0.15% | -1.3% |
| Q4 2021 | $1,552,000 | +5.7% | 8,680 | 0.0% | 0.15% | -5.6% |
| Q3 2021 | $1,469,000 | -2.5% | 8,680 | 0.0% | 0.16% | -7.4% |
| Q2 2021 | $1,507,000 | +6.1% | 8,680 | +1.2% | 0.18% | -5.4% |
| Q1 2021 | $1,421,000 | +16.5% | 8,580 | 0.0% | 0.18% | +5.7% |
| Q4 2020 | $1,220,000 | +30.1% | 8,580 | +1.2% | 0.18% | +13.6% |
| Q3 2020 | $938,000 | +11.4% | 8,480 | +7.7% | 0.15% | 0.0% |
| Q2 2020 | $842,000 | – | 7,874 | – | 0.15% | – |
Download | ||||||
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% |