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 | $741 | -3.5% | 4,649 | 0.0% | 0.35% | +13.2% |
| Q2 2023 | $768 | +4.1% | 4,649 | 0.0% | 0.31% | +4.4% |
| Q1 2023 | $738 | -2.9% | 4,649 | -3.0% | 0.30% | -8.6% |
| Q4 2022 | $760 | -99.9% | 4,791 | -24.3% | 0.33% | -17.7% |
| Q3 2022 | $908,000 | -31.0% | 6,333 | -27.9% | 0.40% | -24.1% |
| Q2 2022 | $1,315,000 | -14.6% | 8,780 | +0.3% | 0.52% | +1.0% |
| Q1 2022 | $1,539,000 | +3.5% | 8,750 | -16.3% | 0.52% | -25.0% |
| Q4 2021 | $1,487,000 | +0.2% | 10,454 | +19.2% | 0.69% | +26.2% |
| Q3 2021 | $1,484,000 | +28.2% | 8,768 | +31.4% | 0.55% | +10.8% |
| Q2 2021 | $1,158,000 | -30.0% | 6,671 | -33.2% | 0.49% | -29.8% |
| Q1 2021 | $1,654,000 | +11.2% | 9,989 | -4.4% | 0.70% | +1.9% |
| Q4 2020 | $1,487,000 | – | 10,454 | – | 0.69% | – |
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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% |