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 | $1,968,954 | +162.9% | 12,345 | +172.6% | 0.15% | +118.8% |
| Q2 2023 | $748,910 | -38.1% | 4,528 | -40.6% | 0.07% | -10.4% |
| Q1 2023 | $1,209,671 | -19.5% | 7,619 | -19.4% | 0.08% | -48.7% |
| Q4 2022 | $1,502,062 | +58.6% | 9,458 | +43.1% | 0.15% | +305.4% |
| Q3 2022 | $947,000 | +0.3% | 6,609 | +4.8% | 0.04% | -71.5% |
| Q2 2022 | $944,000 | -2.3% | 6,304 | +14.8% | 0.13% | +25.0% |
| Q1 2022 | $966,000 | +0.1% | 5,491 | +1.7% | 0.10% | +4.0% |
| Q4 2021 | $965,000 | -0.8% | 5,397 | -1.8% | 0.10% | -18.7% |
| Q3 2021 | $973,000 | -18.5% | 5,497 | -20.1% | 0.12% | -26.3% |
| Q2 2021 | $1,194,000 | +265.1% | 6,877 | +248.2% | 0.17% | +198.2% |
| Q1 2021 | $327,000 | +1321.7% | 1,975 | +845.0% | 0.06% | +460.0% |
| Q4 2018 | $23,000 | – | 209 | – | 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% |