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 | $759,132 | -5.1% | 4,760 | -1.6% | 0.19% | -3.0% |
| Q2 2023 | $800,161 | +4.5% | 4,838 | +0.3% | 0.20% | -1.5% |
| Q1 2023 | $765,760 | -3.5% | 4,823 | -3.5% | 0.20% | -10.2% |
| Q4 2022 | $793,831 | +10.3% | 4,999 | -0.4% | 0.23% | +2.7% |
| Q3 2022 | $720,000 | -3.9% | 5,020 | +0.4% | 0.22% | +0.9% |
| Q2 2022 | $749,000 | -14.7% | 5,002 | +0.3% | 0.22% | -6.4% |
| Q1 2022 | $878,000 | -2.0% | 4,989 | -0.4% | 0.23% | 0.0% |
| Q4 2021 | $896,000 | +6.0% | 5,010 | +0.4% | 0.23% | -2.5% |
| Q3 2021 | $845,000 | – | 4,992 | – | 0.24% | – |
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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% |