VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $645,362 | -0.1% | 4,046 | +3.6% | 0.10% | +5.2% |
| Q2 2023 | $646,259 | +13.5% | 3,907 | +8.9% | 0.10% | +5.4% |
| Q1 2023 | $569,469 | +1.5% | 3,587 | +1.5% | 0.09% | -8.0% |
| Q4 2022 | $561,230 | +12.7% | 3,534 | +1.7% | 0.10% | +2.0% |
| Q3 2022 | $498,000 | +7.3% | 3,475 | +12.3% | 0.10% | +10.1% |
| Q2 2022 | $464,000 | -12.6% | 3,095 | +2.6% | 0.09% | -18.3% |
| Q1 2022 | $531,000 | +6.0% | 3,017 | +7.7% | 0.11% | +7.9% |
| Q4 2021 | $501,000 | +11.3% | 2,801 | +5.4% | 0.10% | 0.0% |
| Q3 2021 | $450,000 | +15.7% | 2,658 | +18.7% | 0.10% | +9.8% |
| Q2 2021 | $389,000 | +23.9% | 2,240 | +18.3% | 0.09% | +4.5% |
| Q1 2021 | $314,000 | +44.7% | 1,894 | +24.0% | 0.09% | +37.5% |
| Q4 2020 | $217,000 | – | 1,528 | – | 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% |