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 | $1,203,831 | +9.9% | 7,548 | +14.0% | 0.27% | +15.2% |
Q2 2023 | $1,095,113 | +8.3% | 6,621 | +3.9% | 0.24% | +3.5% |
Q1 2023 | $1,011,619 | +15.2% | 6,372 | +15.2% | 0.23% | +16.8% |
Q4 2022 | $878,323 | +65.4% | 5,531 | +49.4% | 0.20% | +45.2% |
Q3 2022 | $531,000 | +28.3% | 3,702 | +33.9% | 0.14% | +32.4% |
Q2 2022 | $414,000 | +1.2% | 2,765 | +19.1% | 0.10% | +15.9% |
Q1 2022 | $409,000 | +78.6% | 2,322 | +81.4% | 0.09% | +83.3% |
Q4 2021 | $229,000 | -1.3% | 1,280 | -6.8% | 0.05% | -11.1% |
Q3 2021 | $232,000 | +1.3% | 1,373 | +4.3% | 0.05% | 0.0% |
Q2 2021 | $229,000 | +5.5% | 1,317 | +0.5% | 0.05% | +1.9% |
Q1 2021 | $217,000 | -31.1% | 1,310 | -45.7% | 0.05% | -38.4% |
Q2 2019 | $315,000 | – | 2,414 | – | 0.09% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hackensack Meridian Health, Inc. | 1,143,976 | $171,390,000 | 19.06% |
Mokosak Advisory Group, LLC | 237,660 | $35,605,000 | 17.00% |
University of Maryland Foundation, Inc. | 91,176 | $13,660,000 | 11.30% |
TrueWealth Financial Partners | 67,405 | $10,099,000 | 10.59% |
BHK Investment Advisors, LLC | 137,011 | $20,527,000 | 9.23% |
Jacobsen Capital Management | 113,382 | $16,987,000 | 9.04% |
Bishop & Co Investment Management, LLC | 120,805 | $18,099,000 | 9.02% |
Family CFO Inc | 51,815 | $7,762,913,000 | 8.48% |
TOTAL INVESTMENT MANAGEMENT INC | 308,380 | $46,202,000 | 8.38% |
Center for Financial Planning, Inc. | 217,616 | $32,603,000 | 8.28% |