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 | $1,347,966 | -5.4% | 8,452 | -1.9% | 0.49% | -4.5% |
| Q2 2023 | $1,424,386 | +2.7% | 8,612 | -1.4% | 0.51% | -1.2% |
| Q1 2023 | $1,386,322 | +0.2% | 8,732 | +0.2% | 0.52% | -8.0% |
| Q4 2022 | $1,384,061 | -36.2% | 8,716 | -42.4% | 0.56% | -40.8% |
| Q3 2022 | $2,170,000 | -4.3% | 15,130 | -0.0% | 0.95% | -2.7% |
| Q2 2022 | $2,267,000 | +0.4% | 15,134 | +17.9% | 0.97% | -30.1% |
| Q1 2022 | $2,258,000 | -1.6% | 12,833 | +0.0% | 1.39% | +43.3% |
| Q4 2021 | $2,295,000 | +5.8% | 12,830 | +0.1% | 0.97% | -6.2% |
| Q3 2021 | $2,170,000 | +20.9% | 12,823 | +24.0% | 1.03% | +5.7% |
| Q2 2021 | $1,795,000 | +53.0% | 10,338 | +45.9% | 0.98% | +2.1% |
| Q1 2021 | $1,173,000 | +45.7% | 7,084 | +25.2% | 0.96% | +3.5% |
| Q4 2020 | $805,000 | +41.5% | 5,658 | +10.1% | 0.93% | +10.6% |
| Q3 2020 | $569,000 | +3.5% | 5,141 | 0.0% | 0.84% | +1.2% |
| Q2 2020 | $550,000 | +33.8% | 5,141 | +10.9% | 0.83% | +27.8% |
| Q1 2020 | $411,000 | +55.1% | 4,634 | +139.5% | 0.65% | +105.4% |
| Q4 2019 | $265,000 | – | 1,935 | – | 0.32% | – |
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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% |