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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $285,328 | +3.0% | 1,789 | -1.2% | 0.14% | -2.2% |
| Q2 2023 | $277,002 | -3.6% | 1,810 | 0.0% | 0.14% | -3.5% |
| Q1 2023 | $287,356 | -7.0% | 1,810 | -6.9% | 0.14% | -2.1% |
| Q4 2022 | $308,866 | +16.6% | 1,945 | +5.4% | 0.15% | +0.7% |
| Q3 2022 | $265,000 | +1.5% | 1,845 | +5.7% | 0.14% | +6.6% |
| Q2 2022 | $261,000 | +10.1% | 1,745 | +29.6% | 0.14% | +12.4% |
| Q1 2022 | $237,000 | -69.7% | 1,346 | -69.2% | 0.12% | -5.5% |
| Q4 2021 | $783,000 | +193.3% | 4,377 | +177.2% | 0.13% | -12.3% |
| Q3 2021 | $267,000 | +10.3% | 1,579 | +13.4% | 0.15% | +12.3% |
| Q2 2021 | $242,000 | +2.1% | 1,393 | -2.6% | 0.13% | -4.4% |
| Q1 2021 | $237,000 | -7.1% | 1,430 | -20.3% | 0.14% | -13.9% |
| Q4 2020 | $255,000 | – | 1,794 | – | 0.16% | – |
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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% |