VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,570,681 | -3.7% | 9,848 | -0.1% | 0.94% | 0.0% |
| Q2 2023 | $1,631,035 | +4.7% | 9,861 | +0.5% | 0.94% | 0.0% |
| Q1 2023 | $1,557,139 | -0.9% | 9,808 | -0.8% | 0.94% | -7.6% |
| Q4 2022 | $1,570,532 | +7.9% | 9,890 | -2.6% | 1.01% | -2.3% |
| Q3 2022 | $1,456,000 | -4.3% | 10,151 | 0.0% | 1.04% | -8.3% |
| Q2 2022 | $1,521,000 | -15.8% | 10,151 | -1.1% | 1.13% | -14.1% |
| Q1 2022 | $1,806,000 | -3.2% | 10,266 | -1.6% | 1.32% | -0.2% |
| Q4 2021 | $1,866,000 | +4.8% | 10,436 | -0.8% | 1.32% | -0.8% |
| Q3 2021 | $1,781,000 | -6.1% | 10,521 | -3.7% | 1.33% | -11.8% |
| Q2 2021 | $1,897,000 | +4.9% | 10,926 | 0.0% | 1.51% | -6.3% |
| Q1 2021 | $1,809,000 | +16.4% | 10,926 | 0.0% | 1.61% | +5.2% |
| Q4 2020 | $1,554,000 | – | 10,926 | – | 1.53% | – |
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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% |