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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $294,432 | -73.3% | 1,854 | -67.2% | 0.15% | -73.6% |
Q3 2022 | $1,102,000 | +303.7% | 5,648 | +210.3% | 0.56% | +314.8% |
Q2 2022 | $273,000 | -27.8% | 1,820 | -15.7% | 0.14% | -25.4% |
Q1 2022 | $378,000 | -37.8% | 2,158 | -36.5% | 0.18% | -31.2% |
Q4 2021 | $608,000 | +6.3% | 3,400 | +0.5% | 0.26% | -3.3% |
Q3 2021 | $572,000 | +2.7% | 3,382 | +5.7% | 0.27% | 0.0% |
Q2 2021 | $557,000 | +17.3% | 3,200 | +11.4% | 0.27% | +8.8% |
Q1 2021 | $475,000 | +12.0% | 2,872 | -3.7% | 0.25% | +4.6% |
Q4 2020 | $424,000 | +31.3% | 2,983 | +2.1% | 0.24% | +17.2% |
Q3 2020 | $323,000 | +7.3% | 2,921 | +5.8% | 0.20% | -6.0% |
Q2 2020 | $301,000 | -65.8% | 2,762 | +5111.3% | 0.22% | -65.4% |
Q4 2019 | $879,000 | -4.5% | 53 | -99.3% | 0.63% | -11.3% |
Q3 2019 | $920,000 | -93.4% | 7,143 | -93.3% | 0.71% | -94.5% |
Q4 2017 | $13,976,000 | – | 106,052 | – | 12.84% | – |
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% |