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 | $644,982 | +9.1% | 4,044 | +13.1% | 0.26% | +11.2% |
| Q2 2023 | $591,405 | +6.4% | 3,576 | +2.1% | 0.23% | +12.0% |
| Q1 2023 | $555,850 | +23.9% | 3,501 | +23.9% | 0.21% | +14.3% |
| Q4 2022 | $448,731 | +14.8% | 2,826 | +3.7% | 0.18% | +16.7% |
| Q3 2022 | $391,000 | +47.0% | 2,724 | +53.3% | 0.16% | +52.9% |
| Q2 2022 | $266,000 | -1.5% | 1,777 | +15.8% | 0.10% | +7.4% |
| Q1 2022 | $270,000 | +31.7% | 1,535 | +34.1% | 0.10% | +35.7% |
| Q4 2021 | $205,000 | – | 1,145 | – | 0.07% | – |
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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% |