VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,063,217 | -19.8% | 31,746 | -16.8% | 1.10% | -18.4% |
| Q2 2023 | $6,314,246 | -2.3% | 38,176 | -6.3% | 1.35% | -3.6% |
| Q1 2023 | $6,465,495 | -51.9% | 40,725 | -51.9% | 1.40% | -55.0% |
| Q4 2022 | $13,450,472 | +10.8% | 84,701 | +0.0% | 3.10% | +0.1% |
| Q3 2022 | $12,143,000 | -3.4% | 84,678 | +1.0% | 3.10% | +6.2% |
| Q2 2022 | $12,567,000 | -14.0% | 83,879 | +1.0% | 2.91% | -7.8% |
| Q1 2022 | $14,617,000 | -0.6% | 83,078 | +1.1% | 3.16% | +3.4% |
| Q4 2021 | $14,704,000 | +8.3% | 82,214 | +2.5% | 3.06% | -1.3% |
| Q3 2021 | $13,582,000 | -0.2% | 80,245 | +2.4% | 3.09% | -5.8% |
| Q2 2021 | $13,611,000 | +8.0% | 78,379 | +3.0% | 3.28% | -3.3% |
| Q1 2021 | $12,605,000 | +17.5% | 76,111 | +0.9% | 3.40% | +10.1% |
| Q4 2020 | $10,725,000 | – | 75,417 | – | 3.08% | – |
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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% |