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 | $2,470,784 | +10.7% | 15,559 | 0.0% | 0.62% | +28.5% |
| Q3 2022 | $2,231,000 | -8.1% | 15,559 | -4.0% | 0.48% | -8.9% |
| Q2 2022 | $2,428,000 | +118.5% | 16,203 | +156.6% | 0.53% | +196.1% |
| Q1 2022 | $1,111,000 | -6.7% | 6,315 | -5.2% | 0.18% | +2.9% |
| Q4 2021 | $1,191,000 | +13.2% | 6,659 | +7.1% | 0.17% | +10.9% |
| Q3 2021 | $1,052,000 | -32.9% | 6,215 | -31.1% | 0.16% | -31.9% |
| Q2 2021 | $1,567,000 | -27.8% | 9,022 | -31.1% | 0.23% | -35.1% |
| Q1 2021 | $2,169,000 | +16.4% | 13,096 | -0.1% | 0.35% | +9.3% |
| Q4 2020 | $1,864,000 | +7.2% | 13,109 | -9.6% | 0.32% | -1.8% |
| Q3 2020 | $1,738,000 | -31.0% | 14,497 | -33.3% | 0.33% | -40.2% |
| Q2 2020 | $2,519,000 | +11.2% | 21,719 | -3.7% | 0.55% | -6.8% |
| Q1 2020 | $2,266,000 | -24.0% | 22,561 | +4.1% | 0.59% | -29.4% |
| Q4 2019 | $2,981,000 | +28.5% | 21,673 | +22.2% | 0.84% | +3.3% |
| Q3 2019 | $2,319,000 | +6.3% | 17,733 | +4.9% | 0.81% | -12.0% |
| Q2 2019 | $2,181,000 | +6.4% | 16,910 | +11.1% | 0.92% | +5.6% |
| Q1 2019 | $2,050,000 | -5.5% | 15,218 | -7.0% | 0.87% | -22.4% |
| Q4 2018 | $2,170,000 | +13.4% | 16,368 | +9.3% | 1.12% | +4.7% |
| Q3 2018 | $1,914,000 | -3.5% | 14,971 | +2.5% | 1.07% | -7.3% |
| Q2 2018 | $1,983,000 | +6.2% | 14,601 | +1.1% | 1.16% | -5.3% |
| Q1 2018 | $1,868,000 | +15.7% | 14,435 | +18.7% | 1.22% | +17.3% |
| Q4 2017 | $1,615,000 | – | 12,162 | – | 1.04% | – |
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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% |