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 | $84,848 | -3.6% | 532 | 0.0% | 0.04% | +5.7% |
| Q2 2023 | $87,994 | +4.8% | 532 | 0.0% | 0.04% | -16.7% |
| Q1 2023 | $83,943 | -3.5% | 532 | -2.9% | 0.04% | +5.0% |
| Q4 2022 | $87,022 | +19.2% | 548 | +7.5% | 0.04% | +8.1% |
| Q3 2022 | $73,000 | -62.2% | 510 | -60.3% | 0.04% | -62.2% |
| Q2 2022 | $193,000 | +114.4% | 1,285 | +152.0% | 0.10% | +145.0% |
| Q1 2022 | $90,000 | -80.2% | 510 | -80.0% | 0.04% | -78.1% |
| Q4 2021 | $455,000 | +5.8% | 2,547 | +0.0% | 0.18% | -9.0% |
| Q3 2021 | $430,000 | -7.3% | 2,546 | -4.2% | 0.20% | -4.7% |
| Q2 2021 | $464,000 | +14.6% | 2,659 | +12.1% | 0.21% | +6.0% |
| Q1 2021 | $405,000 | +1206.5% | 2,371 | +977.7% | 0.20% | +1005.6% |
| Q4 2020 | $31,000 | +19.2% | 220 | 0.0% | 0.02% | +12.5% |
| Q3 2020 | $26,000 | – | 220 | – | 0.02% | – |
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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% |