VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,186 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,194,594 | -4.1% | 70,190 | -0.0% | 2.40% | -1.4% |
| Q2 2023 | $11,669,428 | +7.5% | 70,192 | +0.7% | 2.43% | +5.4% |
| Q1 2023 | $10,855,697 | +0.2% | 69,677 | +2.2% | 2.31% | -5.0% |
| Q4 2022 | $10,829,454 | +40.4% | 68,196 | +26.8% | 2.43% | +37.7% |
| Q3 2022 | $7,714,000 | -8.0% | 53,796 | -3.9% | 1.76% | -4.5% |
| Q2 2022 | $8,386,000 | -7.8% | 55,971 | +8.3% | 1.85% | -11.7% |
| Q1 2022 | $9,095,000 | +7.2% | 51,691 | +8.0% | 2.09% | +2.9% |
| Q4 2021 | $8,486,000 | +16.7% | 47,873 | +11.4% | 2.03% | +3.5% |
| Q3 2021 | $7,273,000 | +9.0% | 42,968 | +11.8% | 1.96% | +12.3% |
| Q2 2021 | $6,673,000 | +16.3% | 38,426 | +10.9% | 1.75% | +11.8% |
| Q1 2021 | $5,738,000 | +28.4% | 34,650 | +10.3% | 1.56% | +17.4% |
| Q4 2020 | $4,470,000 | +23.4% | 31,419 | +2.1% | 1.33% | +11.7% |
| Q3 2020 | $3,622,000 | +15.4% | 30,781 | +4.8% | 1.19% | +6.9% |
| Q2 2020 | $3,139,000 | +10.8% | 29,362 | -1.6% | 1.12% | +0.7% |
| Q1 2020 | $2,834,000 | -17.6% | 29,854 | +18.2% | 1.11% | +1.7% |
| Q4 2019 | $3,441,000 | +11.0% | 25,252 | +5.0% | 1.09% | +1.4% |
| Q3 2019 | $3,100,000 | +10.5% | 24,057 | +10.4% | 1.07% | +7.7% |
| Q1 2019 | $2,805,000 | – | 21,791 | – | 1.00% | – |
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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% |