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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $21,279 | +112.8% | 134 | – | 0.01% | +100.0% |
| Q3 2022 | $10,000 | -37.5% | 0 | -100.0% | 0.00% | -20.0% |
| Q2 2022 | $16,000 | -11.1% | 105 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $18,000 | 0.0% | 105 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $18,000 | -40.0% | 105 | -39.7% | 0.01% | -33.3% |
| Q2 2021 | $30,000 | +275.0% | 174 | +152.2% | 0.01% | +200.0% |
| Q4 2018 | $8,000 | -38.5% | 69 | -28.1% | 0.00% | -25.0% |
| Q3 2018 | $13,000 | 0.0% | 96 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $13,000 | +8.3% | 96 | 0.0% | 0.01% | +50.0% |
| Q1 2018 | $12,000 | -20.0% | 96 | -16.5% | 0.00% | -20.0% |
| Q4 2017 | $15,000 | +275.0% | 115 | +228.6% | 0.01% | +400.0% |
| Q3 2017 | $4,000 | -42.9% | 35 | -41.7% | 0.00% | -50.0% |
| Q2 2017 | $7,000 | +600.0% | 60 | +900.0% | 0.00% | – |
| Q1 2017 | $1,000 | -50.0% | 6 | -60.0% | 0.00% | -100.0% |
| Q4 2016 | $2,000 | -71.4% | 15 | -82.8% | 0.00% | -66.7% |
| Q2 2013 | $7,000 | – | 87 | – | 0.00% | – |
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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% |