VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $1,400,476 | -9.6% | 9,040 | -7.4% | 1.30% | -7.5% |
Q4 2022 | $1,550,048 | +13.6% | 9,761 | +2.5% | 1.40% | +12.9% |
Q3 2022 | $1,365,000 | -1.7% | 9,521 | +2.6% | 1.24% | +7.6% |
Q2 2022 | $1,389,000 | -14.9% | 9,276 | 0.0% | 1.15% | -0.9% |
Q1 2022 | $1,632,000 | -3.4% | 9,276 | -1.8% | 1.16% | -0.3% |
Q4 2021 | $1,690,000 | +4.1% | 9,445 | +0.3% | 1.17% | +1.5% |
Q3 2021 | $1,623,000 | +1.4% | 9,415 | 0.0% | 1.15% | -2.6% |
Q2 2021 | $1,601,000 | +1.5% | 9,415 | +0.3% | 1.18% | +0.7% |
Q1 2021 | $1,577,000 | +24.8% | 9,385 | +5.5% | 1.17% | +10.8% |
Q4 2020 | $1,264,000 | +55.3% | 8,895 | +20.8% | 1.06% | +25.6% |
Q3 2020 | $814,000 | +34.8% | 7,365 | +30.4% | 0.84% | +30.5% |
Q2 2020 | $604,000 | +23.0% | 5,650 | +2.2% | 0.65% | +12.9% |
Q1 2020 | $491,000 | -12.5% | 5,530 | +35.0% | 0.57% | +6.9% |
Q4 2019 | $561,000 | – | 4,095 | – | 0.54% | – |
Download |
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% |