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 | $884,560 | -4.1% | 5,546 | -0.6% | 0.02% | -5.3% |
| Q2 2023 | $922,629 | +14.5% | 5,578 | +9.9% | 0.02% | 0.0% |
| Q1 2023 | $805,575 | +65.0% | 5,074 | +65.1% | 0.02% | +35.7% |
| Q4 2022 | $488,178 | +1.1% | 3,074 | -8.8% | 0.01% | +7.7% |
| Q3 2022 | $483,000 | -1.4% | 3,369 | +3.0% | 0.01% | -13.3% |
| Q2 2022 | $490,000 | -9.6% | 3,270 | +6.2% | 0.02% | +15.4% |
| Q1 2022 | $542,000 | -2.2% | 3,078 | -0.7% | 0.01% | 0.0% |
| Q4 2021 | $554,000 | +15.2% | 3,099 | +9.0% | 0.01% | 0.0% |
| Q3 2021 | $481,000 | -2.6% | 2,844 | 0.0% | 0.01% | -13.3% |
| Q2 2021 | $494,000 | – | 2,844 | – | 0.02% | – |
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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% |