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 | $311,165 | +42.1% | 1,951 | +56.7% | 0.09% | +43.8% |
| Q1 2022 | $219,000 | -1.8% | 1,245 | 0.0% | 0.06% | +6.7% |
| Q4 2021 | $223,000 | +1.8% | 1,245 | -3.9% | 0.06% | -7.7% |
| Q3 2021 | $219,000 | -6.8% | 1,295 | -4.4% | 0.06% | -8.5% |
| Q2 2021 | $235,000 | +2.6% | 1,355 | -2.1% | 0.07% | -10.1% |
| Q1 2021 | $229,000 | -81.2% | 1,384 | -83.8% | 0.08% | -82.1% |
| Q4 2020 | $1,216,000 | +76.0% | 8,552 | +32.2% | 0.44% | +47.5% |
| Q2 2020 | $691,000 | +66.9% | 6,467 | +38.8% | 0.30% | +38.4% |
| Q1 2020 | $414,000 | – | 4,660 | – | 0.22% | – |
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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% |