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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,003,042 | +8.6% | 6,316 | -2.0% | 0.40% | +2.9% |
| Q3 2022 | $924,000 | -85.0% | 6,444 | -84.3% | 0.38% | -84.7% |
| Q2 2022 | $6,167,000 | -14.3% | 41,165 | +0.6% | 2.51% | -9.1% |
| Q1 2022 | $7,200,000 | +4.1% | 40,926 | +5.8% | 2.76% | +100.8% |
| Q4 2021 | $6,919,000 | +7.9% | 38,688 | +2.1% | 1.37% | -44.3% |
| Q3 2021 | $6,411,000 | +5.2% | 37,877 | +7.9% | 2.47% | +8.7% |
| Q2 2021 | $6,093,000 | +8.2% | 35,088 | +3.2% | 2.27% | -6.2% |
| Q1 2021 | $5,633,000 | +29.9% | 34,015 | +11.5% | 2.42% | +18.3% |
| Q4 2020 | $4,337,000 | +156.5% | 30,498 | +99.5% | 2.05% | +122.5% |
| Q3 2020 | $1,691,000 | -0.6% | 15,286 | -3.9% | 0.92% | -2.7% |
| Q2 2020 | $1,701,000 | +26.4% | 15,909 | +4.9% | 0.95% | +5.3% |
| Q1 2020 | $1,346,000 | -34.3% | 15,164 | +1.4% | 0.90% | -23.9% |
| Q4 2019 | $2,049,000 | +3.1% | 14,955 | -3.1% | 1.18% | -6.9% |
| Q3 2019 | $1,987,000 | -12.9% | 15,427 | -11.7% | 1.27% | -18.0% |
| Q2 2019 | $2,281,000 | -21.8% | 17,481 | -22.8% | 1.55% | -26.0% |
| Q1 2019 | $2,916,000 | -36.6% | 22,653 | -43.8% | 2.09% | -39.7% |
| Q4 2018 | $4,597,000 | -52.9% | 40,308 | -36.1% | 3.47% | -51.3% |
| Q3 2018 | $9,758,000 | +2.3% | 63,039 | -0.4% | 7.12% | +2.6% |
| Q2 2018 | $9,535,000 | +83.5% | 63,295 | +57.6% | 6.95% | +71.1% |
| Q1 2018 | $5,197,000 | +5.9% | 40,158 | +10.3% | 4.06% | +9.9% |
| Q4 2017 | $4,909,000 | – | 36,397 | – | 3.70% | – |
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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% |