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 | $737 | -7.5% | 4,623 | -4.0% | 0.11% | -5.8% |
| Q2 2023 | $797 | -99.9% | 4,818 | +7.2% | 0.12% | +3.4% |
| Q1 2023 | $713,309 | +3.9% | 4,493 | +3.9% | 0.12% | -3.3% |
| Q4 2022 | $686,492 | +37.3% | 4,323 | +23.9% | 0.12% | +16.3% |
| Q3 2022 | $500,000 | +2.9% | 3,490 | +7.6% | 0.10% | +6.1% |
| Q2 2022 | $486,000 | -13.1% | 3,245 | +2.2% | 0.10% | -3.0% |
| Q1 2022 | $559,000 | -1.6% | 3,175 | 0.0% | 0.10% | -1.9% |
| Q4 2021 | $568,000 | +5.8% | 3,175 | 0.0% | 0.10% | -3.7% |
| Q3 2021 | $537,000 | -7.1% | 3,175 | -4.6% | 0.11% | -6.1% |
| Q2 2021 | $578,000 | +4.7% | 3,329 | -0.1% | 0.11% | -1.7% |
| Q1 2021 | $552,000 | +17.2% | 3,334 | +0.8% | 0.12% | +5.5% |
| Q4 2020 | $471,000 | +54.4% | 3,309 | +20.1% | 0.11% | +31.0% |
| Q3 2020 | $305,000 | +11.7% | 2,755 | +7.8% | 0.08% | +9.1% |
| Q2 2020 | $273,000 | – | 2,555 | – | 0.08% | – |
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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% |