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 | $565,744 | -7.8% | 3,728 | +0.4% | 0.14% | +15.6% |
Q2 2023 | $613,910 | +4.6% | 3,712 | +0.4% | 0.12% | -2.4% |
Q1 2023 | $586,746 | +0.4% | 3,696 | +0.5% | 0.12% | -5.3% |
Q4 2022 | $584,239 | +11.3% | 3,679 | +0.5% | 0.13% | -0.8% |
Q3 2022 | $525,000 | -3.8% | 3,659 | +0.4% | 0.13% | -2.2% |
Q2 2022 | $546,000 | -14.6% | 3,644 | +0.4% | 0.14% | -3.5% |
Q1 2022 | $639,000 | -1.4% | 3,631 | +0.3% | 0.14% | 0.0% |
Q4 2021 | $648,000 | +6.2% | 3,621 | +0.5% | 0.14% | -0.7% |
Q3 2021 | $610,000 | +1.5% | 3,603 | +4.0% | 0.14% | +7.6% |
Q2 2021 | $601,000 | +6.0% | 3,463 | +1.1% | 0.13% | -4.3% |
Q1 2021 | $567,000 | +28.0% | 3,425 | +10.0% | 0.14% | +16.0% |
Q4 2020 | $443,000 | +33.8% | 3,115 | +4.0% | 0.12% | +7.2% |
Q3 2020 | $331,000 | +3.8% | 2,995 | +0.5% | 0.11% | -11.9% |
Q2 2020 | $319,000 | +28.1% | 2,980 | +6.0% | 0.13% | -6.7% |
Q1 2020 | $249,000 | +250.7% | 2,811 | +438.5% | 0.14% | +82.4% |
Q4 2019 | $71,000 | – | 522 | – | 0.07% | – |
Download |
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% |