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 | $1,423,448 | +1.5% | 8,925 | +5.2% | 0.47% | +5.3% |
| Q2 2023 | $1,402,923 | +33.0% | 8,482 | +27.7% | 0.45% | +16.6% |
| Q1 2023 | $1,054,484 | +4.5% | 6,642 | +4.6% | 0.38% | -4.5% |
| Q4 2022 | $1,008,698 | +23.6% | 6,352 | +11.7% | 0.40% | +20.3% |
| Q3 2022 | $816,000 | +5.2% | 5,689 | +9.8% | 0.34% | +8.8% |
| Q2 2022 | $776,000 | -22.3% | 5,182 | -8.8% | 0.31% | -8.6% |
| Q1 2022 | $999,000 | +6.4% | 5,680 | +8.2% | 0.34% | +9.4% |
| Q4 2021 | $939,000 | -47.8% | 5,250 | -50.6% | 0.31% | -52.8% |
| Q3 2021 | $1,799,000 | -2.0% | 10,629 | +0.6% | 0.65% | -18.0% |
| Q2 2021 | $1,835,000 | +8.1% | 10,564 | +3.1% | 0.80% | +5.9% |
| Q1 2021 | $1,697,000 | +21.6% | 10,248 | +4.4% | 0.75% | +10.6% |
| Q4 2020 | $1,396,000 | +56.0% | 9,817 | +21.3% | 0.68% | +28.8% |
| Q3 2020 | $895,000 | +18.9% | 8,092 | +14.9% | 0.53% | -2.2% |
| Q2 2020 | $753,000 | – | 7,044 | – | 0.54% | – |
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% |