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 | $408,118 | +0.3% | 2,559 | +4.1% | 0.07% | -1.4% |
| Q2 2023 | $406,737 | +10.9% | 2,459 | +6.5% | 0.07% | -4.2% |
| Q4 2022 | $366,614 | +18.3% | 2,309 | +6.9% | 0.07% | +14.3% |
| Q3 2022 | $310,000 | +23.5% | 2,160 | +28.9% | 0.06% | +26.0% |
| Q2 2022 | $251,000 | -11.0% | 1,676 | +4.5% | 0.05% | +4.2% |
| Q1 2022 | $282,000 | -1.4% | 1,604 | +0.2% | 0.05% | +2.1% |
| Q4 2021 | $286,000 | -1.7% | 1,601 | -6.8% | 0.05% | -11.3% |
| Q3 2021 | $291,000 | -2.0% | 1,717 | +0.3% | 0.05% | -1.9% |
| Q2 2021 | $297,000 | +5.3% | 1,712 | +0.6% | 0.05% | -1.8% |
| Q1 2021 | $282,000 | +13.3% | 1,702 | -3.0% | 0.06% | +5.8% |
| Q4 2020 | $249,000 | +18.0% | 1,754 | +15.0% | 0.05% | -39.5% |
| Q3 2018 | $211,000 | +1.4% | 1,525 | 0.0% | 0.09% | -25.9% |
| Q2 2018 | $208,000 | – | 1,525 | – | 0.12% | – |
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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% |