VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $621,422 | -5.8% | 3,896 | -2.3% | 0.20% | 0.0% |
| Q2 2023 | $659,666 | +2.9% | 3,988 | -1.2% | 0.20% | -2.9% |
| Q1 2023 | $641,122 | -2.2% | 4,038 | -2.2% | 0.21% | -7.1% |
| Q4 2022 | $655,575 | +20.7% | 4,128 | +9.0% | 0.22% | +8.2% |
| Q3 2022 | $543,000 | -29.8% | 3,788 | -26.7% | 0.21% | +4.5% |
| Q2 2022 | $774,000 | +37.7% | 5,169 | +61.8% | 0.20% | +61.0% |
| Q1 2022 | $562,000 | +113.7% | 3,194 | +105.8% | 0.12% | +98.4% |
| Q3 2021 | $263,000 | -2.6% | 1,552 | 0.0% | 0.06% | -3.1% |
| Q2 2021 | $270,000 | +5.1% | 1,552 | 0.0% | 0.06% | -3.0% |
| Q1 2021 | $257,000 | +16.3% | 1,552 | 0.0% | 0.07% | +6.5% |
| Q4 2020 | $221,000 | – | 1,552 | – | 0.06% | – |
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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% |