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 2022 | $1,580,000 | -5.6% | 11,020 | +837.1% | 2.61% | +8.9% |
| Q2 2022 | $1,674,000 | -16.4% | 1,176 | -89.7% | 2.40% | +1.8% |
| Q1 2022 | $2,003,000 | +9.6% | 11,385 | +11.5% | 2.36% | +13.1% |
| Q4 2021 | $1,827,000 | +13.5% | 10,215 | +7.4% | 2.08% | +15.5% |
| Q3 2021 | $1,610,000 | -2.3% | 9,512 | +0.2% | 1.80% | -3.9% |
| Q2 2021 | $1,648,000 | +7.4% | 9,490 | +2.4% | 1.88% | -4.1% |
| Q1 2021 | $1,535,000 | +15.2% | 9,269 | -1.1% | 1.96% | +14.5% |
| Q4 2020 | $1,333,000 | +32.6% | 9,376 | +3.2% | 1.71% | +48.8% |
| Q3 2020 | $1,005,000 | +2.2% | 9,081 | -1.2% | 1.15% | -1.8% |
| Q2 2020 | $983,000 | +22.1% | 9,190 | +1.3% | 1.17% | -9.2% |
| Q1 2020 | $805,000 | -33.0% | 9,070 | +3.6% | 1.29% | -5.2% |
| Q4 2019 | $1,201,000 | – | 8,759 | – | 1.36% | – |
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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% |