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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,123 | -4.7% | 1,562 | -1.1% | 0.08% | 0.0% |
| Q2 2023 | $261,332 | -3.1% | 1,580 | -6.9% | 0.08% | -8.4% |
| Q1 2023 | $269,574 | -2.0% | 1,698 | -2.0% | 0.08% | -7.8% |
| Q4 2022 | $275,200 | +11.0% | 1,733 | 0.0% | 0.09% | +3.4% |
| Q3 2022 | $248,000 | -31.1% | 1,733 | -28.0% | 0.09% | -26.3% |
| Q2 2022 | $360,000 | +21.6% | 2,406 | +43.1% | 0.12% | +38.8% |
| Q1 2022 | $296,000 | -3.9% | 1,681 | -2.3% | 0.08% | +1.2% |
| Q4 2021 | $308,000 | +0.3% | 1,720 | -5.2% | 0.08% | -4.5% |
| Q3 2021 | $307,000 | -1.0% | 1,814 | 0.0% | 0.09% | +1.1% |
| Q2 2021 | $310,000 | +3.0% | 1,814 | -0.4% | 0.09% | -12.1% |
| Q1 2021 | $301,000 | +1.0% | 1,822 | -13.2% | 0.10% | 0.0% |
| Q4 2020 | $298,000 | +34.2% | 2,099 | +4.8% | 0.10% | +5.3% |
| Q3 2020 | $222,000 | +4.7% | 2,003 | +1.1% | 0.09% | -2.1% |
| Q2 2020 | $212,000 | -45.2% | 1,981 | -29.9% | 0.10% | -45.8% |
| Q4 2019 | $387,000 | – | 2,825 | – | 0.18% | – |
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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% |