VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $625,520 | -3.5% | 3,922 | +0.1% | 0.06% | +1.9% |
| Q2 2023 | $648,368 | +2.7% | 3,920 | -1.4% | 0.05% | -5.3% |
| Q1 2023 | $631,388 | +72.0% | 3,977 | +72.0% | 0.06% | +58.3% |
| Q4 2022 | $367,146 | +3.4% | 2,312 | -6.6% | 0.04% | -2.7% |
| Q3 2022 | $355,000 | +1.7% | 2,475 | +6.4% | 0.04% | +5.7% |
| Q2 2022 | $349,000 | -37.7% | 2,326 | -26.9% | 0.04% | -28.6% |
| Q1 2022 | $560,000 | -1.4% | 3,183 | +0.4% | 0.05% | +2.1% |
| Q4 2021 | $568,000 | +22.7% | 3,171 | +15.7% | 0.05% | +11.6% |
| Q3 2021 | $463,000 | -8.1% | 2,740 | -5.6% | 0.04% | -10.4% |
| Q2 2021 | $504,000 | +3.5% | 2,903 | -1.4% | 0.05% | -2.0% |
| Q1 2021 | $487,000 | +66.2% | 2,943 | +42.6% | 0.05% | +44.1% |
| Q4 2020 | $293,000 | +27.9% | 2,064 | 0.0% | 0.03% | +9.7% |
| Q3 2020 | $229,000 | -1.3% | 2,064 | -4.9% | 0.03% | -3.1% |
| Q2 2020 | $232,000 | – | 2,171 | – | 0.03% | – |
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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% |