VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $545,490 | +4.2% | 3,298 | 0.0% | 0.06% | -1.6% |
| Q1 2023 | $523,591 | -12.1% | 3,298 | -12.1% | 0.06% | -13.5% |
| Q4 2022 | $595,976 | +10.8% | 3,753 | 0.0% | 0.07% | +4.2% |
| Q3 2022 | $538,000 | -16.5% | 3,753 | -12.7% | 0.07% | -10.1% |
| Q2 2022 | $644,000 | -14.8% | 4,300 | +0.0% | 0.08% | -2.5% |
| Q1 2022 | $756,000 | +36.2% | 4,299 | +38.6% | 0.08% | +37.3% |
| Q4 2021 | $555,000 | -9.3% | 3,102 | -14.2% | 0.06% | -11.9% |
| Q3 2021 | $612,000 | -10.1% | 3,614 | -7.9% | 0.07% | -10.7% |
| Q2 2021 | $681,000 | -0.3% | 3,922 | -4.8% | 0.08% | -6.2% |
| Q1 2021 | $683,000 | -22.6% | 4,121 | -33.6% | 0.08% | -35.5% |
| Q4 2020 | $882,000 | -7.5% | 6,205 | -28.1% | 0.12% | -20.0% |
| Q3 2020 | $954,000 | -26.2% | 8,626 | -28.7% | 0.16% | -31.7% |
| Q2 2020 | $1,293,000 | +17.2% | 12,097 | -2.6% | 0.23% | +1.8% |
| Q1 2020 | $1,103,000 | -34.3% | 12,418 | +1.4% | 0.22% | -48.5% |
| Q4 2019 | $1,678,000 | -8.5% | 12,245 | -13.9% | 0.43% | -7.7% |
| Q3 2019 | $1,833,000 | -7.9% | 14,223 | -6.7% | 0.47% | -13.5% |
| Q2 2019 | $1,991,000 | -1.1% | 15,252 | -2.5% | 0.54% | -7.4% |
| Q1 2019 | $2,014,000 | -12.3% | 15,647 | -22.3% | 0.58% | -25.9% |
| Q4 2018 | $2,297,000 | +3090.3% | 20,137 | +3802.5% | 0.79% | +3334.8% |
| Q3 2018 | $72,000 | +2.9% | 516 | 0.0% | 0.02% | -4.2% |
| Q2 2018 | $70,000 | +250.0% | 516 | +226.6% | 0.02% | +200.0% |
| Q1 2018 | $20,000 | – | 158 | – | 0.01% | – |
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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% |