VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,851,853 | -17.4% | 11,611 | -14.3% | 0.27% | -15.4% |
| Q2 2023 | $2,240,779 | +5.2% | 13,548 | +1.0% | 0.32% | -1.5% |
| Q1 2023 | $2,130,305 | +379.6% | 13,418 | +379.7% | 0.32% | +350.0% |
| Q4 2022 | $444,171 | +54.2% | 2,797 | +39.2% | 0.07% | +30.9% |
| Q3 2022 | $288,000 | -4.3% | 2,010 | +0.2% | 0.06% | 0.0% |
| Q2 2022 | $301,000 | -39.8% | 2,006 | -29.5% | 0.06% | -34.5% |
| Q1 2022 | $500,000 | +14.7% | 2,845 | +16.7% | 0.08% | +1.2% |
| Q4 2021 | $436,000 | +21.4% | 2,438 | +14.9% | 0.08% | +9.2% |
| Q3 2021 | $359,000 | +22.9% | 2,122 | +26.2% | 0.08% | +18.8% |
| Q2 2021 | $292,000 | +9.4% | 1,682 | +4.4% | 0.06% | -1.5% |
| Q1 2021 | $267,000 | -8.2% | 1,611 | -21.4% | 0.06% | +124.1% |
| Q4 2020 | $291,000 | -84.5% | 2,050 | -90.3% | 0.03% | -88.7% |
| Q1 2020 | $1,875,000 | -27.6% | 21,117 | +11.9% | 0.26% | -30.8% |
| Q4 2019 | $2,588,000 | +26.4% | 18,878 | +18.8% | 0.37% | -3.6% |
| Q3 2019 | $2,047,000 | +5.7% | 15,888 | +7.1% | 0.38% | +2.9% |
| Q2 2019 | $1,936,000 | +18.8% | 14,828 | +17.2% | 0.37% | +12.3% |
| Q1 2019 | $1,629,000 | +27.6% | 12,653 | +13.0% | 0.33% | -2.1% |
| Q4 2018 | $1,277,000 | – | 11,195 | – | 0.34% | – |
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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% |