VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $243,222 | -3.6% | 1,525 | 0.0% | 0.11% | -4.3% |
| Q2 2023 | $252,235 | +5.9% | 1,525 | +1.7% | 0.12% | -5.7% |
| Q4 2022 | $238,200 | +10.8% | 1,500 | 0.0% | 0.12% | -1.6% |
| Q3 2022 | $215,000 | -4.4% | 1,500 | 0.0% | 0.12% | -1.6% |
| Q2 2022 | $225,000 | -32.8% | 1,500 | -21.2% | 0.13% | -29.4% |
| Q1 2022 | $335,000 | -3.5% | 1,903 | -1.9% | 0.18% | -3.7% |
| Q4 2021 | $347,000 | +36.6% | 1,939 | +29.3% | 0.19% | +28.1% |
| Q3 2021 | $254,000 | -2.3% | 1,500 | 0.0% | 0.15% | -7.6% |
| Q2 2021 | $260,000 | +4.8% | 1,500 | 0.0% | 0.16% | -1.2% |
| Q1 2021 | $248,000 | +20.4% | 1,500 | -54.9% | 0.16% | +27.0% |
| Q4 2020 | $206,000 | -10.4% | 3,329 | +54.2% | 0.13% | -28.4% |
| Q2 2020 | $230,000 | +489.7% | 2,159 | +647.1% | 0.18% | +506.9% |
| Q4 2019 | $39,000 | – | 289 | – | 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% |