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 2022 | $912,000 | -4.0% | 6,298 | +0.5% | 0.67% | -1.9% |
| Q2 2022 | $950,000 | +1.1% | 6,267 | +17.3% | 0.68% | +35.0% |
| Q1 2022 | $940,000 | +8.7% | 5,343 | +10.8% | 0.51% | +61.1% |
| Q4 2021 | $865,000 | +5.6% | 4,824 | +0.6% | 0.31% | 0.0% |
| Q3 2021 | $819,000 | +12.7% | 4,796 | +14.5% | 0.31% | +12.1% |
| Q2 2021 | $727,000 | +4.5% | 4,188 | -0.0% | 0.28% | 0.0% |
| Q1 2021 | $696,000 | +18.0% | 4,189 | +1.0% | 0.28% | +8.9% |
| Q4 2020 | $590,000 | +28.8% | 4,147 | +0.6% | 0.26% | +2.0% |
| Q3 2020 | $458,000 | – | 4,124 | – | 0.25% | – |
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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% |