VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,615,950 | -3.7% | 10,191 | +0.5% | 0.49% | -3.8% |
| Q2 2023 | $1,677,251 | +4.7% | 10,141 | +1.1% | 0.51% | -0.2% |
| Q1 2023 | $1,602,176 | +12.2% | 10,034 | +11.2% | 0.51% | -1.7% |
| Q4 2022 | $1,427,918 | +7.8% | 9,025 | -2.3% | 0.52% | -2.6% |
| Q3 2022 | $1,325,000 | +2.1% | 9,238 | +6.1% | 0.53% | +5.4% |
| Q2 2022 | $1,298,000 | -14.5% | 8,703 | +0.9% | 0.50% | -2.1% |
| Q1 2022 | $1,518,000 | +6.4% | 8,629 | +8.6% | 0.51% | +3.0% |
| Q4 2021 | $1,427,000 | +7.8% | 7,949 | +1.6% | 0.50% | +9.2% |
| Q3 2021 | $1,324,000 | +2.4% | 7,820 | +5.0% | 0.46% | +2.7% |
| Q2 2021 | $1,293,000 | +5.4% | 7,447 | +0.5% | 0.44% | -6.9% |
| Q1 2021 | $1,227,000 | +43.5% | 7,408 | +23.2% | 0.48% | +31.0% |
| Q4 2020 | $855,000 | +95.2% | 6,015 | +52.1% | 0.36% | +52.1% |
| Q3 2020 | $438,000 | +15.9% | 3,955 | +11.8% | 0.24% | +9.1% |
| Q2 2020 | $378,000 | – | 3,537 | – | 0.22% | – |
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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% |