VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $24,126,383 | +12.7% | 134,058 | -0.1% | 5.18% | +4.6% |
| Q3 2023 | $21,409,190 | -2.8% | 134,235 | +0.9% | 4.95% | +0.9% |
| Q2 2023 | $22,014,905 | +13.4% | 133,101 | +8.9% | 4.91% | +5.2% |
| Q4 2022 | $19,406,313 | -99.9% | 122,206 | +2.5% | 4.67% | +4.6% |
| Q3 2022 | $17,094,284,000 | -4.0% | 119,207 | +1.7% | 4.46% | +1.7% |
| Q2 2022 | $17,810,255,000 | +5.9% | 117,219 | +22.6% | 4.38% | +12.1% |
| Q1 2022 | $16,822,855,000 | +10.2% | 95,617 | +12.0% | 3.91% | +13.2% |
| Q4 2021 | $15,264,132,000 | +8.9% | 85,346 | +3.1% | 3.46% | +2.2% |
| Q3 2021 | $14,012,020,000 | -0.6% | 82,784 | +2.9% | 3.38% | +0.1% |
| Q2 2021 | $14,101,266,000 | +5.2% | 80,427 | +0.6% | 3.38% | -1.3% |
| Q1 2021 | $13,400,510,000 | +17.8% | 79,941 | -0.1% | 3.43% | +14.2% |
| Q4 2020 | $11,379,075,000 | +26.0% | 80,016 | -2.0% | 3.00% | +9.4% |
| Q3 2020 | $9,033,714,000 | -26.2% | 81,657 | -28.7% | 2.74% | -30.2% |
| Q2 2020 | $12,243,623,000 | +28.3% | 114,512 | -0.2% | 3.93% | +6.9% |
| Q1 2020 | $9,542,059,000 | -37.6% | 114,702 | +0.2% | 3.67% | -21.5% |
| Q4 2019 | $15,293,307,000 | – | 114,488 | – | 4.68% | – |
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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% |