VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,429,820 | -6.9% | 15,235 | -3.4% | 0.26% | -10.4% |
| Q2 2023 | $2,608,838 | -0.1% | 15,773 | -4.1% | 0.29% | -11.4% |
| Q1 2023 | $2,610,591 | -2.9% | 16,444 | -2.9% | 0.32% | -20.1% |
| Q4 2022 | $2,689,679 | +10.5% | 16,938 | -0.2% | 0.41% | -26.9% |
| Q3 2022 | $2,435,000 | -11.4% | 16,976 | -7.4% | 0.56% | -21.3% |
| Q2 2022 | $2,747,000 | -15.3% | 18,334 | -0.6% | 0.71% | -14.0% |
| Q1 2022 | $3,244,000 | -2.1% | 18,443 | -0.5% | 0.82% | -11.3% |
| Q4 2021 | $3,315,000 | – | 18,534 | – | 0.93% | – |
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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% |