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 | $307,942 | -7.2% | 1,931 | -3.8% | 0.05% | -16.4% |
| Q2 2023 | $331,918 | +3.7% | 2,007 | -0.4% | 0.06% | -16.7% |
| Q1 2023 | $320,119 | +35.1% | 2,016 | +22.0% | 0.07% | -7.0% |
| Q3 2022 | $237,000 | -96.2% | 1,653 | -95.3% | 0.07% | -95.1% |
| Q1 2022 | $6,174,000 | -2.2% | 35,092 | -0.6% | 1.45% | -1.0% |
| Q4 2021 | $6,313,000 | +6.6% | 35,297 | +0.9% | 1.47% | +4.1% |
| Q3 2021 | $5,923,000 | +18.3% | 34,991 | +21.4% | 1.41% | +5.4% |
| Q2 2021 | $5,007,000 | +29.4% | 28,833 | +23.4% | 1.34% | +17.2% |
| Q1 2021 | $3,869,000 | – | 23,360 | – | 1.14% | – |
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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% |