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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,015,174 | -16.4% | 62,795 | -13.3% | 3.18% | -14.0% |
Q2 2023 | $11,980,583 | +5.6% | 72,434 | +1.4% | 3.70% | +0.4% |
Q1 2023 | $11,342,290 | +3.1% | 71,443 | +3.1% | 3.69% | -7.0% |
Q4 2022 | $11,000,076 | +21.5% | 69,270 | +9.7% | 3.96% | +16.7% |
Q3 2022 | $9,057,000 | -6.7% | 63,161 | -2.5% | 3.40% | -4.7% |
Q2 2022 | $9,709,000 | -12.3% | 64,805 | +2.9% | 3.56% | -5.5% |
Q1 2022 | $11,077,000 | +3.1% | 62,959 | +4.8% | 3.77% | +8.1% |
Q4 2021 | $10,747,000 | +8.7% | 60,093 | +2.9% | 3.49% | +4.1% |
Q3 2021 | $9,889,000 | -1.7% | 58,425 | +0.9% | 3.35% | -0.2% |
Q2 2021 | $10,056,000 | +13.2% | 57,909 | +8.0% | 3.36% | +7.3% |
Q1 2021 | $8,884,000 | +18.9% | 53,644 | +2.1% | 3.13% | +9.7% |
Q4 2020 | $7,472,000 | +33.2% | 52,548 | +3.7% | 2.85% | +15.2% |
Q3 2020 | $5,608,000 | +13.6% | 50,696 | +9.8% | 2.48% | +2.5% |
Q2 2020 | $4,936,000 | – | 46,165 | – | 2.42% | – |
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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% |