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 | $8,594,642 | -3.7% | 53,888 | -0.1% | 2.48% | -2.4% |
| Q2 2023 | $8,924,776 | +4.6% | 53,959 | +0.4% | 2.54% | -1.8% |
| Q1 2023 | $8,532,399 | -0.9% | 53,744 | -0.8% | 2.59% | -7.2% |
| Q4 2022 | $8,607,356 | +9.2% | 54,202 | -1.4% | 2.79% | -3.6% |
| Q3 2022 | $7,883,000 | -4.2% | 54,975 | +0.1% | 2.89% | -3.1% |
| Q2 2022 | $8,225,000 | -14.6% | 54,899 | +0.3% | 2.99% | -4.6% |
| Q1 2022 | $9,626,000 | -3.4% | 54,713 | -1.8% | 3.13% | +1.1% |
| Q4 2021 | $9,960,000 | +0.1% | 55,689 | -5.3% | 3.10% | -6.3% |
| Q3 2021 | $9,953,000 | -7.0% | 58,804 | -4.6% | 3.30% | -8.0% |
| Q2 2021 | $10,706,000 | +4.7% | 61,648 | -0.1% | 3.59% | -4.0% |
| Q1 2021 | $10,221,000 | +17.4% | 61,717 | +0.8% | 3.74% | +10.5% |
| Q4 2020 | $8,703,000 | – | 61,201 | – | 3.38% | – |
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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% |