VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316,269 | -6.9% | 1,983 | -3.4% | 0.08% | -6.0% |
| Q2 2023 | $339,567 | +3.4% | 2,053 | -0.8% | 0.08% | -2.3% |
| Q1 2023 | $328,475 | -0.8% | 2,069 | -0.8% | 0.09% | -6.5% |
| Q4 2022 | $331,257 | +10.8% | 2,086 | 0.0% | 0.09% | +2.2% |
| Q3 2022 | $299,000 | -5.4% | 2,086 | -0.9% | 0.09% | -2.2% |
| Q2 2022 | $316,000 | -14.8% | 2,106 | 0.0% | 0.09% | -6.1% |
| Q1 2022 | $371,000 | -2.1% | 2,106 | -0.7% | 0.10% | -3.9% |
| Q4 2021 | $379,000 | +7.7% | 2,121 | +1.9% | 0.10% | -1.0% |
| Q3 2021 | $352,000 | -2.5% | 2,081 | 0.0% | 0.10% | -6.4% |
| Q2 2021 | $361,000 | +1.4% | 2,081 | -3.2% | 0.11% | -7.6% |
| Q1 2021 | $356,000 | +17.1% | 2,150 | +0.5% | 0.12% | +10.2% |
| Q4 2020 | $304,000 | – | 2,140 | – | 0.11% | – |
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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% |