VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $352,887 | -32.5% | 2,212 | -30.0% | 0.34% | +2.7% |
| Q2 2023 | $522,662 | +1.1% | 3,160 | -3.0% | 0.33% | -8.9% |
| Q1 2023 | $517,015 | -10.7% | 3,257 | -10.7% | 0.36% | -15.9% |
| Q4 2022 | $578,953 | +22.4% | 3,646 | +10.5% | 0.43% | -3.8% |
| Q3 2022 | $473,000 | -22.8% | 3,300 | -19.4% | 0.44% | +20.9% |
| Q2 2022 | $613,000 | -10.4% | 4,093 | +5.2% | 0.37% | +8.2% |
| Q1 2022 | $684,000 | -3.1% | 3,889 | -1.5% | 0.34% | +19.7% |
| Q4 2021 | $706,000 | +17.1% | 3,949 | +10.9% | 0.28% | -8.1% |
| Q3 2021 | $603,000 | -3.5% | 3,562 | -1.1% | 0.31% | +22.6% |
| Q2 2021 | $625,000 | -13.7% | 3,600 | -17.7% | 0.25% | -16.3% |
| Q1 2021 | $724,000 | – | 4,372 | – | 0.30% | – |
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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% |