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 | $280,118 | +1.5% | 1,764 | +1.5% | 0.15% | +2.0% |
| Q4 2022 | $275,960 | +11.7% | 1,738 | +0.8% | 0.15% | +14.8% |
| Q3 2022 | $247,000 | -3.1% | 1,724 | +1.1% | 0.13% | +10.3% |
| Q2 2022 | $255,000 | -38.0% | 1,705 | -27.0% | 0.12% | -24.2% |
| Q1 2022 | $411,000 | 0.0% | 2,336 | +1.7% | 0.15% | +12.5% |
| Q4 2021 | $411,000 | +19.8% | 2,297 | +13.3% | 0.14% | +14.3% |
| Q3 2021 | $343,000 | -1.2% | 2,027 | +1.5% | 0.12% | -8.5% |
| Q2 2021 | $347,000 | +9.5% | 1,997 | +4.5% | 0.13% | -3.7% |
| Q1 2021 | $317,000 | +18.7% | 1,911 | +1.8% | 0.14% | +4.7% |
| Q4 2020 | $267,000 | +29.6% | 1,878 | +0.6% | 0.13% | +11.2% |
| Q3 2020 | $206,000 | -95.6% | 1,866 | -94.5% | 0.12% | -96.1% |
| Q4 2019 | $4,646,000 | – | 33,894 | – | 3.00% | – |
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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% |