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 | $973,846 | -4.4% | 6,106 | -0.9% | 0.64% | -1.1% |
| Q2 2023 | $1,019,029 | +12.9% | 6,161 | +8.4% | 0.65% | +9.3% |
| Q1 2023 | $902,709 | -0.3% | 5,686 | -0.3% | 0.59% | -5.1% |
| Q4 2022 | $905,319 | +18.2% | 5,701 | +6.7% | 0.62% | +7.4% |
| Q3 2022 | $766,000 | -4.2% | 5,341 | 0.0% | 0.58% | +4.3% |
| Q2 2022 | $800,000 | -15.0% | 5,341 | -0.2% | 0.56% | -1.2% |
| Q1 2022 | $941,000 | -2.3% | 5,351 | -0.6% | 0.56% | +1.8% |
| Q4 2021 | $963,000 | +19.6% | 5,386 | +13.2% | 0.56% | +10.3% |
| Q3 2021 | $805,000 | -4.1% | 4,756 | -1.6% | 0.50% | -4.6% |
| Q2 2021 | $839,000 | +10.0% | 4,831 | +4.5% | 0.53% | +3.3% |
| Q1 2021 | $763,000 | +170.6% | 4,621 | +132.7% | 0.51% | +148.8% |
| Q4 2020 | $282,000 | – | 1,986 | – | 0.20% | – |
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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% |