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 | $976,418 | +0.9% | 6,122 | +4.7% | 0.08% | +1.3% |
| Q2 2023 | $967,297 | +3.3% | 5,848 | -0.8% | 0.08% | -3.7% |
| Q1 2023 | $936,130 | -9.4% | 5,897 | -9.3% | 0.08% | -11.0% |
| Q4 2022 | $1,032,869 | +23.7% | 6,504 | +11.7% | 0.09% | +11.0% |
| Q3 2022 | $835,000 | -14.9% | 5,823 | -11.0% | 0.08% | -14.6% |
| Q2 2022 | $981,000 | -15.0% | 6,545 | -0.2% | 0.10% | -2.0% |
| Q1 2022 | $1,154,000 | -3.4% | 6,558 | -1.7% | 0.10% | -4.9% |
| Q4 2021 | $1,194,000 | -7.8% | 6,673 | -12.8% | 0.10% | -14.9% |
| Q3 2021 | $1,295,000 | +2.1% | 7,649 | +4.7% | 0.12% | -0.8% |
| Q2 2021 | $1,268,000 | +6.2% | 7,303 | +1.3% | 0.12% | -0.8% |
| Q1 2021 | $1,194,000 | +20.4% | 7,207 | +3.3% | 0.12% | +7.9% |
| Q4 2020 | $992,000 | +29.0% | 6,977 | +0.3% | 0.11% | +10.7% |
| Q3 2020 | $769,000 | +224.5% | 6,954 | +214.1% | 0.10% | +186.1% |
| Q2 2020 | $237,000 | +1.7% | 2,214 | -15.5% | 0.04% | -25.0% |
| Q1 2020 | $233,000 | -33.0% | 2,619 | +3.0% | 0.05% | -15.8% |
| Q4 2019 | $348,000 | – | 2,542 | – | 0.06% | – |
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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% |