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 | $858,601 | -20.5% | 5,383 | -17.6% | 0.02% | -5.0% |
| Q2 2023 | $1,080,363 | -30.6% | 6,532 | -33.4% | 0.02% | -9.1% |
| Q1 2023 | $1,556,043 | +2.1% | 9,801 | +2.1% | 0.02% | +4.8% |
| Q4 2022 | $1,524,091 | +207.9% | 9,598 | +178.2% | 0.02% | +200.0% |
| Q3 2022 | $495,000 | -12.5% | 3,450 | -8.6% | 0.01% | -22.2% |
| Q2 2022 | $566,000 | -47.1% | 3,775 | -37.9% | 0.01% | -35.7% |
| Q1 2022 | $1,070,000 | -48.6% | 6,082 | -47.7% | 0.01% | -58.8% |
| Q4 2021 | $2,080,000 | -51.4% | 11,630 | -54.0% | 0.03% | -38.2% |
| Q3 2021 | $4,283,000 | -14.4% | 25,310 | -12.1% | 0.06% | -12.7% |
| Q2 2021 | $5,001,000 | +69.8% | 28,800 | +61.9% | 0.06% | +53.7% |
| Q1 2021 | $2,946,000 | +746.6% | 17,788 | +626.3% | 0.04% | +720.0% |
| Q4 2020 | $348,000 | +202.6% | 2,449 | +126.1% | 0.01% | +150.0% |
| Q2 2020 | $115,000 | +10.6% | 1,083 | -7.8% | 0.00% | -33.3% |
| Q1 2020 | $104,000 | -91.5% | 1,175 | -86.8% | 0.00% | -86.4% |
| Q4 2019 | $1,218,000 | +255.1% | 8,886 | +233.7% | 0.02% | +214.3% |
| Q3 2019 | $343,000 | +11.0% | 2,663 | +12.5% | 0.01% | -30.0% |
| Q2 2019 | $309,000 | – | 2,368 | – | 0.01% | – |
Download | ||||||
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% |