VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,076,405 | -7.3% | 25,559 | -3.9% | 0.99% | -0.1% |
| Q2 2023 | $4,397,986 | -11.0% | 26,590 | -14.6% | 0.99% | -16.8% |
| Q1 2023 | $4,944,104 | +3.8% | 31,142 | +3.8% | 1.19% | +1.8% |
| Q4 2022 | $4,764,159 | +11.5% | 30,001 | +0.6% | 1.17% | +4.9% |
| Q3 2022 | $4,274,000 | +2.9% | 29,808 | +7.5% | 1.11% | +46.1% |
| Q2 2022 | $4,155,000 | -4.1% | 27,735 | +8.3% | 0.76% | -2.6% |
| Q3 2021 | $4,334,000 | +26.4% | 25,607 | +29.6% | 0.78% | +21.4% |
| Q2 2021 | $3,430,000 | +128.1% | 19,751 | +117.5% | 0.64% | +106.4% |
| Q1 2021 | $1,504,000 | +671.3% | 9,081 | +561.4% | 0.31% | +609.1% |
| Q4 2020 | $195,000 | +509.4% | 1,373 | +373.4% | 0.04% | +450.0% |
| Q3 2020 | $32,000 | +6.7% | 290 | +32.4% | 0.01% | -33.3% |
| Q4 2019 | $30,000 | – | 219 | – | 0.01% | – |
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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% |