VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,079 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,989,949 | -12.5% | 65,691 | -8.0% | 4.10% | -13.6% |
| Q1 2024 | $13,696,209 | +12.3% | 71,379 | +5.4% | 4.74% | +3.9% |
| Q4 2023 | $12,191,287 | +19.0% | 67,741 | +5.5% | 4.56% | +6.6% |
| Q3 2023 | $10,244,219 | +0.8% | 64,231 | +4.6% | 4.28% | +2.1% |
| Q2 2023 | $10,158,254 | +13.0% | 61,416 | +8.5% | 4.19% | +7.0% |
| Q1 2023 | $8,988,592 | +7.3% | 56,617 | +3.1% | 3.92% | -5.4% |
| Q4 2022 | $8,379,131 | +6.4% | 54,936 | 0.0% | 4.14% | +0.7% |
| Q3 2022 | $7,878,000 | -7.1% | 54,936 | +27.3% | 4.11% | -5.1% |
| Q2 2022 | $8,482,000 | -4.6% | 43,168 | 0.0% | 4.33% | -0.4% |
| Q1 2022 | $8,887,000 | +15.1% | 43,168 | 0.0% | 4.35% | +11.2% |
| Q4 2021 | $7,721,000 | +16.7% | 43,168 | +10.4% | 3.91% | +8.5% |
| Q3 2021 | $6,615,000 | +1.6% | 39,085 | +4.3% | 3.61% | -10.7% |
| Q2 2021 | $6,510,000 | +12.4% | 37,487 | +7.2% | 4.04% | -1.8% |
| Q1 2021 | $5,791,000 | +32.9% | 34,971 | +14.1% | 4.11% | +11.4% |
| Q4 2020 | $4,359,000 | – | 30,655 | – | 3.69% | – |
Download | ||||||
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% |