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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $51,841 | -0.0% | 327 | 0.0% | 0.03% | -13.2% |
| Q4 2022 | $51,853 | +10.3% | 327 | 0.0% | 0.04% | +8.6% |
| Q3 2022 | $47,000 | -4.1% | 327 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $49,000 | -14.0% | 327 | +0.6% | 0.03% | +3.0% |
| Q1 2022 | $57,000 | -1.7% | 325 | 0.0% | 0.03% | +3.1% |
| Q4 2021 | $58,000 | +5.5% | 325 | 0.0% | 0.03% | -3.0% |
| Q3 2021 | $55,000 | -1.8% | 325 | 0.0% | 0.03% | -2.9% |
| Q2 2021 | $56,000 | +3.7% | 325 | 0.0% | 0.03% | -5.6% |
| Q1 2021 | $54,000 | +17.4% | 325 | 0.0% | 0.04% | +9.1% |
| Q4 2020 | $46,000 | +27.8% | 325 | 0.0% | 0.03% | +10.0% |
| Q3 2020 | $36,000 | +2.9% | 325 | 0.0% | 0.03% | -9.1% |
| Q2 2020 | $35,000 | +20.7% | 325 | 0.0% | 0.03% | -2.9% |
| Q1 2020 | $29,000 | – | 325 | – | 0.03% | – |
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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% |