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 | $271,820 | +5.7% | 1,732 | +12.1% | 0.12% | +8.0% |
| Q2 2023 | $257,042 | -18.0% | 1,545 | -21.7% | 0.11% | -25.2% |
| Q1 2023 | $313,392 | -4.2% | 1,974 | -0.8% | 0.15% | -14.2% |
| Q4 2022 | $327,096 | -3.5% | 1,990 | -15.9% | 0.18% | -12.9% |
| Q3 2022 | $339,000 | -2.6% | 2,366 | +3.6% | 0.20% | +4.1% |
| Q2 2022 | $348,000 | -0.9% | 2,283 | +11.5% | 0.19% | +10.9% |
| Q1 2022 | $351,000 | +0.9% | 2,047 | +5.1% | 0.18% | -5.4% |
| Q4 2021 | $348,000 | +27.5% | 1,947 | +23.0% | 0.18% | +14.2% |
| Q3 2021 | $273,000 | -7.5% | 1,583 | -7.1% | 0.16% | -8.5% |
| Q2 2021 | $295,000 | +9.7% | 1,704 | +6.0% | 0.18% | -2.2% |
| Q1 2021 | $269,000 | +20.6% | 1,607 | +2.6% | 0.18% | +9.0% |
| Q4 2020 | $223,000 | – | 1,567 | – | 0.17% | – |
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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% |