VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,186 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,216,310 | -4.6% | 7,626 | -1.1% | 0.08% | +8.2% |
| Q2 2023 | $1,274,892 | +20.5% | 7,708 | +15.7% | 0.07% | +12.3% |
| Q1 2023 | $1,057,599 | +0.0% | 6,662 | +0.1% | 0.06% | -12.2% |
| Q4 2022 | $1,057,167 | +22.5% | 6,657 | +10.6% | 0.07% | +4.2% |
| Q3 2022 | $863,000 | +56.1% | 6,019 | +63.1% | 0.07% | +47.9% |
| Q2 2022 | $553,000 | -4.7% | 3,691 | +12.0% | 0.05% | +20.0% |
| Q1 2022 | $580,000 | +1.2% | 3,295 | +2.8% | 0.04% | -2.4% |
| Q4 2021 | $573,000 | +5.7% | 3,204 | +0.1% | 0.04% | -4.7% |
| Q3 2021 | $542,000 | -2.5% | 3,201 | +0.0% | 0.04% | -2.3% |
| Q2 2021 | $556,000 | +4.9% | 3,200 | -0.1% | 0.04% | 0.0% |
| Q1 2021 | $530,000 | +16.5% | 3,202 | +0.1% | 0.04% | +15.8% |
| Q4 2020 | $455,000 | +28.5% | 3,200 | +0.2% | 0.04% | +8.6% |
| Q3 2020 | $354,000 | +3.8% | 3,195 | +0.1% | 0.04% | -2.8% |
| Q2 2020 | $341,000 | -6.1% | 3,193 | -22.0% | 0.04% | -16.3% |
| Q1 2020 | $363,000 | -22.3% | 4,091 | +20.0% | 0.04% | -4.4% |
| Q4 2019 | $467,000 | -0.6% | 3,409 | -6.6% | 0.04% | -6.2% |
| Q3 2019 | $470,000 | -2.9% | 3,649 | -1.5% | 0.05% | +4.3% |
| Q2 2019 | $484,000 | -14.3% | 3,704 | -15.7% | 0.05% | -17.9% |
| Q1 2019 | $565,000 | +4.8% | 4,392 | -7.1% | 0.06% | -5.1% |
| Q4 2018 | $539,000 | – | 4,727 | – | 0.06% | – |
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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% |