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 | $684,289 | -3.9% | 4,290 | -0.3% | 0.12% | -5.4% |
| Q2 2023 | $711,796 | -1.3% | 4,303 | -5.2% | 0.13% | -6.5% |
| Q1 2023 | $721,006 | +8.6% | 4,541 | +8.6% | 0.14% | +0.7% |
| Q4 2022 | $664,019 | +9.4% | 4,181 | -1.2% | 0.14% | -3.5% |
| Q3 2022 | $607,000 | -4.0% | 4,232 | +0.4% | 0.14% | -3.4% |
| Q2 2022 | $632,000 | -15.5% | 4,216 | -0.9% | 0.15% | -7.5% |
| Q1 2022 | $748,000 | -1.1% | 4,253 | +0.6% | 0.16% | 0.0% |
| Q4 2021 | $756,000 | +16.1% | 4,227 | +10.0% | 0.16% | 0.0% |
| Q3 2021 | $651,000 | -2.4% | 3,843 | +0.1% | 0.16% | -8.1% |
| Q2 2021 | $667,000 | +4.4% | 3,839 | -0.5% | 0.17% | -8.0% |
| Q1 2021 | $639,000 | +16.6% | 3,857 | +0.1% | 0.19% | +2.2% |
| Q4 2020 | $548,000 | +45.7% | 3,853 | +13.3% | 0.18% | +37.3% |
| Q3 2020 | $376,000 | +4.7% | 3,400 | +1.4% | 0.13% | -6.3% |
| Q2 2020 | $359,000 | +20.5% | 3,354 | 0.0% | 0.14% | +3.6% |
| Q1 2020 | $298,000 | -37.5% | 3,354 | -3.5% | 0.14% | -35.2% |
| Q4 2019 | $477,000 | +6.5% | 3,476 | 0.0% | 0.21% | -8.2% |
| Q3 2019 | $448,000 | -1.3% | 3,476 | 0.0% | 0.23% | -8.3% |
| Q2 2019 | $454,000 | – | 3,476 | – | 0.25% | – |
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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% |