VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $96,332 | -3.6% | 604 | 0.0% | 0.03% | -5.6% |
| Q2 2023 | $99,902 | +4.2% | 604 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $95,891 | -7.0% | 604 | -6.9% | 0.04% | -5.3% |
| Q4 2022 | $103,061 | -49.7% | 649 | -44.2% | 0.04% | -17.4% |
| Q1 2022 | $205,000 | -24.1% | 1,163 | -23.0% | 0.05% | -6.1% |
| Q4 2021 | $270,000 | -2.5% | 1,510 | -7.6% | 0.05% | -9.3% |
| Q3 2021 | $277,000 | 0.0% | 1,635 | +2.5% | 0.05% | 0.0% |
| Q2 2021 | $277,000 | -1.8% | 1,595 | -6.5% | 0.05% | -12.9% |
| Q1 2021 | $282,000 | -0.7% | 1,705 | -14.8% | 0.06% | -12.7% |
| Q4 2020 | $284,000 | – | 2,000 | – | 0.07% | – |
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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% |