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 | $743,851 | -9.4% | 4,664 | -6.0% | 0.10% | -5.4% |
| Q2 2023 | $820,659 | -23.7% | 4,962 | -26.7% | 0.11% | -29.7% |
| Q1 2023 | $1,075,361 | +62.4% | 6,773 | +62.6% | 0.16% | +51.9% |
| Q4 2022 | $662,000 | -3.5% | 4,166 | -12.9% | 0.10% | -8.0% |
| Q3 2022 | $686,000 | +1.2% | 4,784 | +5.8% | 0.11% | +28.4% |
| Q2 2022 | $678,000 | -15.0% | 4,523 | -0.3% | 0.09% | -24.8% |
| Q1 2022 | $798,000 | +28.9% | 4,537 | +31.1% | 0.12% | +33.0% |
| Q4 2021 | $619,000 | +3.9% | 3,460 | -1.6% | 0.09% | -4.3% |
| Q3 2021 | $596,000 | -1.7% | 3,518 | +0.9% | 0.09% | -6.1% |
| Q2 2021 | $606,000 | -35.7% | 3,488 | -38.7% | 0.10% | -41.7% |
| Q1 2021 | $943,000 | +26.1% | 5,694 | +8.3% | 0.17% | +9.8% |
| Q4 2020 | $748,000 | – | 5,258 | – | 0.15% | – |
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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% |