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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,462 | -12.3% | 9,210 | -12.3% | 3.29% | -22.2% |
| Q4 2022 | $1,667 | -99.9% | 10,497 | -3.8% | 4.23% | -0.0% |
| Q3 2022 | $1,564,000 | -3.0% | 10,907 | +1.3% | 4.23% | +15.2% |
| Q2 2022 | $1,613,000 | -16.3% | 10,763 | -1.7% | 3.67% | +10.6% |
| Q1 2022 | $1,927,000 | -8.6% | 10,954 | -7.1% | 3.32% | -3.7% |
| Q4 2021 | $2,109,000 | -18.3% | 11,794 | -22.7% | 3.44% | -23.1% |
| Q3 2021 | $2,581,000 | -3.9% | 15,249 | -1.4% | 4.48% | -11.7% |
| Q2 2021 | $2,685,000 | +42.9% | 15,462 | +36.3% | 5.07% | +34.8% |
| Q1 2021 | $1,879,000 | +3.0% | 11,343 | -11.6% | 3.76% | -4.2% |
| Q4 2020 | $1,825,000 | – | 12,830 | – | 3.92% | – |
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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% |